Legal & General Retirement America ยท 1 month ago
Pension Analyst
Stamford, CT
Full-time
Hybrid
Entry Level
$60K/yr - $70K/yr
1+ years expLegal & General Retirement America is a leader in Pension Risk Transfer with over 35 years of experience globally. The Retirement Services Pension Analyst is responsible for supporting clients from the U.S. Pension Risk Transfer business, ensuring timely customer service for annuitants and collaborating with the analyst team and key stakeholders.
Financial ServicesLegalRetirementRisk Management
Responsibilities
Support Group Annuity Contract (GAC) specific standard methodologies and procedures aligned with benefit specifications and associated plan or client requirements
Complete all tasks timely and accurately to ensure service levels of the analyst team are upheld. Tasks include but are not limited to handling monthly payments, new payment set ups, death processing, and monthly reconciliation of files for GAC's
Conduct testing according to plan requirements by identifying, tracking, and reporting issues in a timely manner after GAC as been onboarded
Review system requirements, processes, and recommendations aligned with plan requirements and promptly provide comments and feedback to Intellipen
Execute on projects in their entirety and proactively collaborate with others, as needed, on any issues/roadblocks
Collaborate on any issues and assist in completing any testing of new system updates and collaborate with others, as needed, on any issues
Adhere to contracts in accordance with the plan sponsor requirements and execute annuitant certificate processing within plan guidelines
Actively participate in team trainings to ensure understanding and adherence to evolving processes and responsibilities
Support the continuous development and documenting of procedure manuals for any job-related processes
Ensure all errors and issues are reported timely through risk management process
Assist in training new employees on job functions by reviewing each core task and demonstrating how to accurately complete as needed
Complete all other tasks and projects assigned by supervisor/manager as needed
Qualification
Required
Bachelor's Degree or equivalent work experience
1+ year of customer service experience in financial services industry
Strong analytical, organizational, and project management skills
Ability to balance multiple priorities in a fast-paced environment
Exceptional oral and written communication skills as well as presentation skills; ability to deliver information in a concise manner in various formats
Proficiency in Microsoft Office product suite, advance Excel experience a plus
Willingness to travel as needed for company sponsored events primarily in CT/MD area
Ability to collaborate in team environment and partner with various departments on process advancement
Preferred
Pension customer service or retirement plan administration experience preferred
Benefits
10 - 25 vacation days depending on experience level and years of service
4 floating holidays & 2 personal days
10 - 15 sick days, depending on years of service
2 paid volunteering days
Health benefits, including medical, dental, and vision coverage
Supplemental health benefits and life insurance
6 weeks of paid parental and maternal leave
Immediate vesting into a 401k savings plan with up to 6% company match
100% employer-contributed Pension Plan - Cash Balance Plan after 1 year of service
Flexible Workspace and Arrangements
Tuition and Certification reimbursements
Infertility and domestic partner benefits
Company
Legal & General Retirement America
Legal and General Retirement America provides retirement solutions, pension fund management and secure financial future strategies.
51-200 employees
H1B Sponsorship
Legal & General Retirement America has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (2)
2023 (3)
2021 (3)
2020 (1)
Funding
Current Stage
Growth StageLeadership Team
Krithi G.
Chief Technology Officer
Carl Groth
Chief Risk Officer
Company data provided by crunchbase