Fidelity Investments · 1 day ago
Senior Pension Administrator
Fidelity Investments is a leading financial services company, and they are seeking a Senior Pension Administrator to manage complex calculations within a multi-client environment. This role involves providing coaching to junior processors, monitoring work queues, and ensuring compliance with service level agreements.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
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
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
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
Funding
Current Stage
Late StageTotal Funding
$152.82MKey Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M
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