Senior Pension Administrator

Join to apply for the Senior Pension Administrator role at Fidelity Investments
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• Accurate and timely processing of various types of calculations of moderate to high complexity within a multi-client environment.
• Specialized processing for custom client requests.
• Providing job coaching and mentoring to junior-level processors on the intricacies of their specific business unit.
• Monitoring work queues and providing direction to ensure aging work items and calculations are resolved within service level agreement time frames.
• Validating and updating User Procedure Documentation (UPD).

• Bachelor’s Degree (Mathematics, Finance, or 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 a '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 confidentiality of private client and participant data.
• Strong written and verbal communication skills.
• Ability to coach and instruct others.
• Strong PC software skills (e.g., Excel, Outlook, Word).

• Processes various types of calculations, meeting timeliness and accuracy standards while interpreting plan rules to ensure compliance with the plan document.
• Provides support to internal Client Service Functional teams while serving as the subject matter expert on assigned clients.
• Manually calculates and reviews pension benefits for plan participants.
• Contacts participants to explain calculations or resolve participant/client related issues regarding pension benefits.
• Supports monthly testing of various system upgrades and releases.
• Participates in special departmental projects.
• Provides back-up coverage for other transaction processors and team managers as needed.
• Documents updates to User Procedure Documentation.

Category:
Transaction Processing

Note:

Fidelity is not providing immigration sponsorship for this position.

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain criminal histories.

Mid-Senior level

Full-time

Finance and Sales