Defined Benefit Pension Specialist

Fidelity Investments Inc.; Covington (KY); On-site; USD 45,000 - 65,000; Full time

Job summary

Fidelity Investments Inc. is seeking a recent college graduate to join the Defined Benefit pension calculations team. You will learn pension concepts, work with numbers in Excel, and help ensure accurate benefit processing for clients.

Expect structured training and mentorship as you build expertise within a knowledgeable team. You will support client service groups, maintain data integrity, and participate in system testing and process improvements.

Qualifications

• Bachelor’s degree required or equivalent; majors such as Mathematics, Finance, Business, and Accounting preferred.
• Strong analytical and problem solving skills with attention to accuracy.
• Motivation, initiative, and a professional work ethic; reliable and precise.
• Ability to meet deadlines and maintain data confidentiality for client information.
• Excellent written and verbal communication; willingness to coach others when needed.

Responsibilities

• Process various types of calculations and interpret DB plan rules to ensure compliance.
• Support Client Service teams and develop subject matter expertise for assigned clients.
• Manually calculate and review pension benefits for plan participants.
• Support monthly testing of system upgrades and releases.
• Participate in special departmental projects and document updates to procedures.

Skills

Analytical skills

Problem solving

Excel

Communication skills

Attention to detail

Team player

Discretion

Coaching ability

Education

Bachelor’s Degree in Mathematics/Finance/Business/Accounting

Tools

Excel

Outlook

Word

Job description

Fidelity Investments Inc. is seeking a recent college graduate to join the Defined Benefit pension calculations team. You will learn pension concepts, work with numbers in Excel, and help ensure accurate benefit processing for clients.

Expect structured training and mentorship as you build expertise within a knowledgeable team. You will support client service groups, maintain data integrity, and participate in system testing and process improvements.