Assistant Pension Director

Grassi; New York (NY); On-site; USD 50,000 - 80,000; Full time

Job summary

An established industry player is seeking a detail-oriented Assistant Pension Director to enhance its retirement planning team. This exciting role involves data management, document handling, and analytical support, primarily utilizing strong Microsoft Excel skills. Ideal candidates will thrive in a fast-paced environment, demonstrating exceptional organizational abilities and attention to detail. With opportunities for entry-level candidates or those with 1-3 years of experience, this position offers a chance to grow within a supportive team while contributing to vital pension-related tasks. If you are passionate about data analysis and eager to make a difference, this role is perfect for you.

Qualifications

• Must have a relevant degree in a related field.
• Strong proficiency in Microsoft Excel is essential.

Responsibilities

• Perform data entry for pension calculations and applications.
• Create and maintain Excel spreadsheets for tracking purposes.
• Provide backup support for running the weekly summary of remittances.

Skills

Microsoft Excel

Data Analysis

Organizational Skills

Communication Skills

QuickBooks

Education

Degree in Data Analysis

Degree in Mathematics

Degree in Accounting

Tools

Microsoft Office

QuickBooks

Job description

Job Description:

Our client is a retirement planning and pensions benefit fund located in Long Island City, NY (office is very close to the subway). We are seeking a detail-oriented and organized Assistant Pension Director with strong expertise in Microsoft Excel and data analysis to join our team.

The ideal candidate will be responsible for data entry, document management, and assisting with pension-related applications and remittances, while also providing analytical support for financial and operational tasks. This role requires excellent organizational skills, proficiency in Microsoft Office, and the ability to handle confidential information efficiently. The position can be entry-level (with strong internship experience) or suitable for someone with 1-3 years of experience, but the candidate must have a relevant degree, extremely strong Microsoft Excel and computer skills, as well as strong organizational abilities.

Responsibilities:

1. Perform data entry related to pension calculations and applications, including entering contributions and cleaning data for accuracy.
2. Create, format, and maintain Excel spreadsheets for tracking and reporting purposes.
3. Use Excel for basic modeling, forecasting, and various financial-related tasks.
4. Develop and implement Excel formulas to streamline calculations and processes.
5. Perform data manipulation and analysis to generate insights and improve operational efficiency.
6. Process and manage incoming remittances.
7. Handle phone inquiries, data entry, photocopying, filing (digitally & physically), and general administrative tasks.
8. Determine eligibility for applications.
9. Ensure backup documents are scanned and properly stored.
10. Assist in preparing quarterly trustee meeting packages.
11. Provide backup support for running the weekly summary of remittances (as needed).
12. Provide accounting support using QuickBooks.

Required Skills & Qualifications:

• Degree in Data Analysis, Mathematics, Statistics, Information Systems, Business, Accounting, or related fields.
• Strong proficiency in Microsoft Excel with experience in formulas, charts, and data visualization.
• Strong attention to detail and accuracy in data entry and analysis.
• Experience in document filing (both physical and digital).
• Ability to handle multiple tasks efficiently and work in a fast-paced environment.
• Strong analytical skills with the ability to interpret data and provide insights.
• Strong communication skills for handling phone inquiries and explaining financial or data-related information.
• QuickBooks experience is a plus.