Lead Retirement Administrator, Fidelity Workplace Consulting

Lead Retirement Administrator, Fidelity Workplace Consulting page is loaded## Lead Retirement Administrator, Fidelity Workplace Consulting locations:
Westlake, TX:
Greenwood Village, CO:
Merrimack, NH:
Chicago, IL:
Smithfield, RItime type:
Full time posted on:
Posted Todayjob requisition :
2119865## ##

Job Description:

** Lead Retirement Administrator, Center of Excellence – Back Office Administration Team
**** The Role
** You will be responsible for first-signing/processing pension, retirement, and post-retirement health & welfare transactions.  Other key responsibilities for this position include performing pension benefit calculations, working with data, creating forms & letters that are used to communicate with participants and beneficiaries, working with pension disbursements, and interacting with colleagues to provide information to plan sponsors, participants, beneficiaries, and third parties.  

Our talented team of professionals is looking for someone who enjoys a fast-paced environment and can provide both high-quality work and an extraordinary customer experience!  This role is responsible for:
* Providing pension administration services for a designated group of clients
* Using product and client specific procedures when completing calculations to ensure accuracy and timeliness of all work
* Acting as subject matter expert on the end-to-end processing of calculations, resolution of participant issues, disbursements, and data updates
* Managing escalations, as well as client critical issues, and partnering closely with colleagues in the Retirement practice
* Assisting with client documentation and procedures updates
* Leading participant and client request workflows, including researching and resolving complex or critical customer issues
* Proactively identifying client and participant trends and working with various internal business partners to arrive at customer-centric solutions
* Providing support for project related tasks
** The Expertise and Skills You Bring
*** Bachelor’s Degree or equivalent work experience
* Interest in Defined Benefits administration and Defined Benefits systems
* Strong mathematical, analytical, and intuitive skills – including the ability to perform manual pension calculations using requirements documents, plan documents, plan amendments, SPD’s, and other documentation
* Ability to work as a standout colleague while meeting individual timeliness, accuracy goals, and quality standards
* 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
* Strong PC software skills (i.e. – Excel, Outlook, Word, and Access)
* Under limited supervision, the Lead Retirement Administrator will be responsible for processing pension, retirement, and post-retirement health and welfare transactions.
* This role will use plan and client specific procedures when researching and processing transactions to ensure accuracy and timeliness of all work.

* Note:

Fidelity will not provide immigration sponsorship for this position.
*** The Value You Bring
** You bring a unique blend of resilience, initiative, and strategic thinking that enables you to thrive in fast-paced, ambiguous environments. A self-starter who takes ownership of challenges and opportunities alike, with a strong predisposition toward action and continuous improvement.
* ** Entrepreneurial and Creative**:
Approach problems with curiosity and creativity, always looking for innovative solutions and new ways to add value.
* ** Collaborative Team Player**:
Work well across teams, valuing diverse perspectives and fostering a culture of trust and shared success.
* ** Resourceful and Organized**:
Adept at juggling multiple priorities—while staying focused and organized.
* ** Proactive and Curious**:
Take initiative, ask thoughtful questions, and actively seek out learning opportunities to grow both personally and professionally.
* ** Comfortable with Ambiguity**:
Excel in environments where the path isn’t always clear, using strategic thinking and adaptability to navigate uncertainty.
* ** Strong Communicator**:
Bring…