Pension Analyst
Listed on 2026-10-05
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Finance & Banking
Financial Compliance, Financial Services, Loan Servicing, Financial Analyst
Location: Pleasanton, California (Onsite)
About the Role: We are seeking a highly analytical and detail‑oriented Pension Analys
t to support the administration of pension benefits for plan participants. In this role, you will be responsible for performing accurate pension calculations, validating participant data, and managing case files to ensure seamless processing of retirement and benefit requests. This is an excellent opportunity for someone who enjoys working with numerical data, interpreting plan rules, and delivering accurate, member‑focused support in a structured environment.
DUTIES:
- Respond to participant inquiries related to pension eligibility, plan benefits, and application status.
- Provide clear guidance using benefits documentation, plan summaries, and regulatory guidelines.
- Collaborate with internal teams to research complex cases and escalation issues appropriately.
- Maintain accurate case logs, documentation, and tracking reports.
- Support year‑end activities, file audits, and data clean‑up initiatives as needed.
- Assist with special projects related to pension administration and workflow optimization.
Qualifications:
- Experience working w
ith pension, benefits, or HR‑related data (preferred but not required.) - Strong numerical aptitude with the ability to interpret plan rules and apply formulas accurately.
- Familiar with QDROS and Lien.
- High attention to detail with excellent data‑entry accuracy and documentation discipline.
- Strong proficiency in Excel and comfort navigating multiple administrative systems.
- Excellent written and verbal communication skills
- Ability to prioritize tasks and meet deadlines in a case‑driven environment.
Equal Opportunity Employer/Veterans/Disabled
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The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
The California Fair Chance Act
Los Angeles City Fair Chance Ordinance
Los Angeles County Fair Chance Ordinance for Employers
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