Apply on Employer Site

Fidelity Investments · 2 weeks ago

Lead Retirement Administrator, Fidelity Workplace Consulting

Roanoke, TX

Full-time

Hybrid

Mid, Senior Level

$55K/yr - $105K/yr

Fidelity Investments is a leading financial services company that offers a broad range of services in benefits management. They are seeking a Lead Retirement Administrator to provide pension administration services, perform calculations, and manage client interactions while ensuring high-quality customer experiences.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management

Growth Opportunities

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 skillsInterpersonal skillsAttention to detailWritten communicationVerbal communicationLeadership skills

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