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Fidelity Bank · 2 months ago

Lead Retirement Administrator, Fidelity Workplace Consulting

Westlake, TX

Full-time

Onsite

Mid, Senior Level

$55K/yr - $105K/yr

Fidelity Bank is looking for a Lead Retirement Administrator to join their Center of Excellence within the Back Office Administration Team. This role involves processing pension and retirement transactions, performing benefit calculations, and ensuring high-quality customer service while managing client documentation and workflows.

BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management

No H1B

Responsibilities

Providing pension administration services for a designated group of clients

Using product and client specific procedures when completing calculations to ensure accuracy and timeliness of all work

Acting as subject matter expert on the end-to-end processing of calculations, resolution of participant issues, disbursements, and data updates

Managing escalations, as well as client critical issues, and partnering closely with colleagues in the Retirement practice

Assisting with client documentation and procedures updates

Leading participant and client request workflows, including researching and resolving complex or critical customer issues

Proactively identifying client and participant trends and working with various internal business partners to arrive at customer-centric solutions

Providing support for project related tasks

Qualification

Defined Benefits administrationPension calculationsAnalytical skillsPC software skillsLeadership-orientedCommunication skillsInterpersonal skillsAttention to detail

Required

Bachelor's Degree or equivalent work experience

Interest in Defined Benefits administration and Defined Benefits systems

Strong mathematical, analytical, and intuitive skills – including the ability to perform manual pension calculations using requirements documents, plan documents, plan amendments, SPD's, and other documentation

Ability to work as a standout colleague while meeting individual timeliness, accuracy goals, and quality standards

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

Strong PC software skills (i.e. – Excel, Outlook, Word, and Access)

Under limited supervision, the Lead Retirement Administrator will be responsible for processing pension, retirement, and post-retirement health and welfare transactions

This role will use plan and client specific procedures when researching and processing transactions to ensure accuracy and timeliness of all work

Preferred

Entrepreneurial and Creative: Approach problems with curiosity and creativity, always looking for innovative solutions and new ways to add value

Collaborative Team Player: Work well across teams, valuing diverse perspectives and fostering a culture of trust and shared success

Resourceful and Organized: Adept at juggling multiple priorities—while staying focused and organized

Proactive and Curious: Take initiative, ask thoughtful questions, and actively seek out learning opportunities to grow both personally and professionally

Comfortable with Ambiguity: Excel in environments where the path isn't always clear, using strategic thinking and adaptability to navigate uncertainty

Strong Communicator: Bring clarity and confidence to both written and verbal communication, ensuring alignment and momentum across stakeholders

Leadership-Oriented: Held leadership roles that required vision, accountability, and the ability to inspire and mobilize others toward a common goal