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Pension Administration Specialist
- Sales, Business Development, Business Consulting
- Banking, Finance, Insurance, Accounting and Trade jobs
- Management (incl. project, product management & human resources)
Description
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Respond to participant/member calls and facilitate requests
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Consulting with participants/members on pension plan provisions and payment elections
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Handle benefit plan administration and management of special projects associated with defined benefit plans for various clients
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Review participant/member data and clean it up if information is missing or inaccurate
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Maintain client databases and benefit calculation log
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Coordinate monthly pension payments with trustee
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Assist with the testing of the system for new clients according to the plan provisions and administrative requirements
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Customize employee communication material
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Maintain current knowledge of client specific plan provisions
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Broaden knowledge of defined benefit administration rules
Responsibilities
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Undergraduate degree or equivalent experience
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Basic spreadsheet knowledge preferred but not required (i.e., Excel)
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Basic database knowledge preferred but not required (i.e., Access)
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Mathematical aptitude
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Bilingual language skills preferred but not required
Hard Skills
- Advanced Excel Skills (queries, pivot tables, formulas, macros)
- Financial Calculation of costs and taxes
- Quantitative/Qualitative Data Analysis
- Data Management
- Account management
- Account Reconciliation
- Benefits administration
- Advanced language knowledge
