Senior Pension Administrator - Defined Benefit jobs in United States
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Fidelity Investments · 2 days ago

Senior Pension Administrator - Defined Benefit

positionMerrimack, NH
timeFull-time
remoteHybrid
senioritySenior Level

Fidelity Investments is a leading financial services company, and they are seeking a Senior Pension Administrator for their Defined Benefit team. The role involves processing complex calculations, mentoring junior staff, and ensuring compliance with plan rules while providing support to client service teams.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management
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Growth OpportunitiesbadNo H1Bnote

Responsibilities

Providing job coaching and mentoring to junior level processors on the intricacies of their specific business unit
Monitoring their respective work queues and providing direction to ensure that all aging work items and calculations are resolved in conjunction with the service level agreement timeframes
Validating and updating User Procedure Documentation (UPD)
Manually calculate and review pension benefits for plan participants
Contact participants to explain calculations or resolve participant/client related issues regarding pension benefits
Support monthly testing of various systems upgrades and releases
Participate in special departmental projects
Provide back-up coverage for other transaction processors and team Managers as needed
Document updates to User Procedure Documentation

Qualification

Defined Benefit knowledgeAnalytical skillsBachelor’s DegreePC Software skillsCoaching skillsInterpersonal skillsAttention to detailWritten communicationVerbal communicationAdaptabilityMotivationIntegrity

Required

Bachelor's Degree (Mathematics, Finance of Business) or equivalent work experience
Defined Benefit knowledge and experience or related transaction processing experience preferred
Strong analytical and intuitive skills
Motivation and commitment to excellence; positive demeanor and 'can do' work ethic
Ability to work as a standout colleague while meeting individual timeliness, accuracy goals and quality standards
Ability to adapt to a constantly evolving environment
Strong interpersonal skills and attention to detail
High integrity and discretion to ensure the confidentiality of private client and participant data
Strong written and verbal communication skills
Ability to coach and instruct others
Strong PC Software skills (i.e. Excel, Outlook, and Word)

Company

Fidelity Investments

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Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
dateFounded in 1946
location
Boston, Massachusetts, USA
people-size10001+ employees
web-link
https://www.fidelity.com

Funding

Current Stage
Late Stage
Total Funding
$152.82M
Key Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M

Leadership Team

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Abigail Johnson
Chairman & CEO
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Jeanmarie Ward
Senior Vice President of Architecture
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