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Fidelity Bank · 1 day ago

Retirement Analyst, Fidelity Workplace Consulting

Greenwood Village, CO

Full-time

Hybrid

Mid, Senior Level

$67K/yr - $127K/yr

5+ years exp

Fidelity Bank is a leading financial services company, and they are seeking a Retirement Analyst for their Workplace Consulting team. This role involves the administration of defined benefit pension plans, including processing transactions, performing benefit calculations, and providing exceptional customer service to clients and participants.

BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management

No H1B

Responsibilities

Acting as a subject matter expert on end-to-end administrative processes, participant issue resolutions, disbursements, and data updates

Serving as an expert on multiple clients’ plan provisions, processes, and calculations (including maintaining documentation on these items)

Completing client requests, responding to participant inquiries, and analyzing/solving data and other complex issues

Participating in special projects (e.g., new client implementations, divestitures, mergers, corporate actions, etc.) related to DB administration services

Performing peer-review of work completed by other team members to ensure the product is accurate and of the highest quality

Reading and interpreting client plan documents/amendments, sample calculations, SPDs, plan provisions, plan administration manuals, and other documentation

Analyzing, reviewing, and guiding client teams to the resolution of escalated client or participant issues

Coaching and mentoring junior staff

Qualification

Defined benefit experienceMathematical skillsAnalytical skillsMicrosoft ExcelPension administration softwareProblem-solving skillsCritical thinkingCommunication skillsLeadership skillsOrganizational skills

Required

Bachelor's Degree or equivalent work experience

5+ years of defined benefit experience working for a benefits consulting firm or plan sponsor

Excellent mathematical and analytical skills

Exemplary critical thinking and problem-solving skills

Ability to balance and prioritize multiple projects in a fast-paced work environment

Aptitude to work within budgeted timeframes to maintain client profitability without sacrificing quality

Technically inclined with Microsoft Excel and Word applications

Experience working directly with, or personally programming, DB calculation algorithms in Excel or other pension administration software applications

Ability to query, modify, set-up, and review test cases used to test pension administration systems (including data, calculations, forms & letters, disbursements, etc.)

Experience working with pension disbursements – this includes initial pension payment set-ups, changes, stops, death processing, and reconciliations