Senior Pension Calculation Specialist

About the role

In this challenging role as a Senior Pension Calculation Specialist, you will contribute as part of a team to the entire range of retirement administration activities, primarily focused on complex pension calculations and other related activities.

Responsibilities

• Serve as a technical leader and subject matter expert to the internal team and our clients, trouble shoot issues, create client deliverables, contribute to client management and participate in the creation of new intellectual capital.
• Deliver superior, consistent client management and deliverables in support of a Director for assigned clients:
• Serve as primary, daily contact to clients on delivery of calculation related issues services and raise appropriate issues to Directors
• Interface with colleagues from other practices and regions on assignments that reflect the client’s broader business issues
• Develop a trusted advisor relationship with client contacts through effective communication and efficient, quality execution of projects
• Manage a diverse set of pension administration services individually and through team initiatives
• Review complex pension benefit calculations in accordance with plan provisions, Internal Revenue Code, ERISA, and other legal regulations (e.g. transfers, QDRO’s)
• Review pension benefit commencement packages
• Ensure that work of self and team is delivered in accordance with professional and work excellence standards
• Deliver formal and informal process training to both team members and client contacts

Qualifications

• Bachelor’s degree or prior benefits administration experience required.
• 5 or more years’ of calculation experience in administration of defined benefit plans, preferably gained in a benefits consulting environment; experience in implementation of pension outsourcing processes a plus
• Must have experience collaborating with other colleagues in different countries
• Excellent written and verbal communication skills
• Proven experience successfully managing multiple team projects simultaneously and producing quality deliverables on time and within budget
• Experience mentoring and developing junior staff
• Demonstrated success in managing client issues and relationships with some experience in growing relationships with current clients
• Strong interpersonal and team skills
• Flexibility and proven ability to diagnose and resolve issues; strong client service orientation
• Proficient in Microsoft Office Excel
• Able to work independently and on client teams in a fast-paced environment
• Self-motivated
• Ability to work remotely from any location in the United States