Pension Specialist; hybrid/Woodlands, TX
Listed on 2026-10-12
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Business
Financial Advisor / Consultant
Do you like applying your critical thinking and analytical skills to tackle problems and help clients? Are you interested in making a difference in someone's life and enjoy working with others? We would love to have you join our outstanding team!
This Pension Specialist role is a hybrid role with the flexibility to work both virtually and from our Woodlands, TX office. Initially this role will require daily in person attendance in the office until after training and assessment has taken place. Upon approval, in office requirements are Tuesday and Wednesday but could change or be increased at any time.
Aon is in the business of better decisionsAt Aon, we shape decisions for the better to protect and enrich the lives of people around the world.
As an organization, we are united through trust as one inclusive team, and we are passionate about helping our colleagues and clients succeed.
How we onboard- You will participate in a comprehensive and selective rotation on client teams to build your pension knowledge and develop a deep understanding of pension processes and concepts needed to support employees.
- As you gain knowledge and expertise, your time directly consulting with employees will increase with correspondingly decrease in ongoing plan work - although that will not disappear entirely
- You will receive customer service training
As a Pension Specialist, consulting services directly to client's employees and survivors. You will make an impact in others' lives by working with our client's employees to help them understand their pension plans and to meet their retirement goals.
Daily Responsibilities:- Respond to member calls and facilitate member requests.
- After onboarding is complete, you will have some ongoing pension team responsibilities that will be assigned based on your performance and team needs. These might include: sending participant correspondence, completing payment elections, interaction with trusts and teams to ensure accurate payment reporting and benefit calculations and data maintenance.
- Support may also include short-term, high-volume projects
- Available to help participants a minimum of 3 hours a day and up to 6.5 hours per day.
- You will be on-time to best support our clients and responsive and positive to internal team members.
- Provide accurate and complete notes documenting caller's requests, concerns and follow ups.
- Opportunities exist for high performers to grow into roles that have increased technical difficulty
- Maintain current knowledge of client specific plan provisions and broaden knowledge of defined benefit administration rules.
- Attend training to keep up to date on relevant legislative or client changes.
- Undergraduate degree or equivalent years of industry experience.
- Basic spreadsheet (i.e. Excel) knowledge
- Mathematical proficiency.
- Bilingual language skills
- Spanish
The salary range for this position (intended for U.S. applicants) is $58,000-$62,000 annually. The actual salary will vary based on applicant's education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based based on applicant's geographic location.
- a 401(k) savings plan with employer contributions
- an employee stock purchase plan
- consideration for long-term incentive awards at Aon's discretion
- medical, dental and vision insurance
- This role does not accrue vacation
- Rather, this role is eligible to take paid time off at the discretion of the employee and management in accordance with company policy and practices
- Various other types of leaves of absence
- paid sick leave as provided under state and local paid sick…
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