Senior Pension Administrator - Early Career

Job Description

Note:
Fidelity is not providing immigration sponsorship for this position

Are you a recent (or upcoming) college graduate who enjoys problem solving, working with numbers, and learning how financial systems impact real people? If you’re comfortable with Microsoft Excel and have strong math skills, this role could be a great first step in your career.

In this role, you will be part of a team responsible for the accurate and timely processing of various types of financial calculations to support our Defined Benefit clients. A Defined Benefit (DB) plan, also known as a pension plan, is a retirement plan where an employer promises to pay their employees a set amount after retirement.

You’ll receive structured training on pension concepts, systems, and calculations, with support from experienced team members as you build confidence in the role.

• Processing various types of calculations, meeting timeliness and accuracy standards while interpreting DB plan rules to ensure compliance with the plan document.
• Supporting internal Client Service teams while developing subject matter expertise on assigned clients.
• Manually calculating and reviewing pension benefits for plan participants.
• Supporting monthly testing of various systems upgrades and releases.
• Participating in special departmental projects.
• Documenting updates to User Procedure Documentation.

• Bachelor’s Degree - Mathematics, Finance, Business, and Accounting majors are preferred but all are welcome to apply.
• Strong analytical and intuitive skills.
• Motivation and commitment to excellence; positive demeanor and "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 the confidentiality of private client and participant data.
• Strong written and verbal communication skills.
• Ability to coach and instruct others.
• Strong PC Software skills (i.e. Excel, Outlook, and Word).

Transaction Processing

Please be advised that 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.