Strategic Benefits Advisors, Inc. · 5 days ago
Pension Specialist
Peachtree Corners, GA
Full-time
Onsite
New Grad, Entry LevelStrategic Benefits Advisors, Inc. is a benefits consulting firm based in Atlanta, focused on solving benefits-related problems for mid-size and large organizations. They are seeking a Pension Specialist to assist pension participants with their retirement process, provide high-quality customer service, and handle various administrative tasks related to pension plans.
ConsultingFinanceHuman Resources
Responsibilities
Assisting pension participants in the plans of various companies with their retirement process from initiation of retirement to beginning their payments
Answering calls and providing a high degree of personalized customer service for pension participants
Assisting participants with resolving issues with their data or in making changes to their data due to various life events
Following up with participants and retirees to make sure any of their issues or changes are fully resolved and they are fully satisfied
Preparing outgoing correspondence to participants and retirees
Reviewing and processing incoming retirement paperwork and other correspondence received back from participants
Following up with participants for any missing information to ensure completeness in a timely manner
Researching and responding to requests from client contacts
Performing tasks within a recordkeeping system necessary for the administration of pension plans, including data updates, dashboard reports, and reconciliation of monthly payments
Setting up pension payments for new retirees or making necessary changes to their payments
Performing other tasks within our company to support other consulting projects for clients
Qualification
Required
Be very dependable to clients and team members and is punctual
Have exceptional customer service skills
Have good listening skills
Enjoy talking to and assisting people including older individuals
Accurately discern what participants are trying to convey
Be detail oriented about data and financial information
Have strong analytical and problem-solving skills
Have good time management skills
Desire to accurately execute and complete tasks in a timely manner
Have an aptitude for complex concepts and an ability to master multiple systems
Be a positive, energetic, self-motivated team player
Be eager to learn
Have good computer skills for Word and Excel at a minimum and quick to learn new software
Preferred
College degree a plus, but not required
Previous pension plan administration is a plus, but not required
Benefits
Competitive pay
Wide range of benefits
Company
Strategic Benefits Advisors, Inc.
Strategic Benefits Advisors, Inc. offers independent, fee-for-service benefits consulting that is objective, innovative and practical.
Founded in 2002
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase