Pension Specialist

Strategic Benefits Advisors, Inc.; Peachtree Corners (GA); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Competitive pay

Wide range of benefits

Job summary

A financial consulting firm located in Peachtree Corners, GA, is looking for a Pension Specialist to assist clients with their retirement processes. The ideal candidate will have strong analytical skills and provide exceptional customer service, ensuring that pension participants receive the support they need. Responsibilities include managing retirement paperwork, setting up payments, and maintaining accurate records. This is an on-site position requiring a dependable team player eager to learn and grow within the firm.

Qualifications

• Dependable and punctual to clients and team members.
• Good listening and communication skills.
• Detail-oriented with data and financial information.
• Strong analytical and problem-solving skills.

Responsibilities

• Assist pension participants with their retirement processes.
• Provide personalized customer service for pension participants.
• Review and process incoming retirement paperwork.
• Set up pension payments for new retirees.

Skills

Dependability

Analytical skills

Customer service

Problem-solving

Time management

Education

College degree

Tools

Microsoft Word

Microsoft Excel

Job description

Strategic Benefits Advisors, Inc. is a 30-employee Atlanta based benefits consulting firm focused on solving benefits-related problems for mid-size and large organizations. Located in Peachtree Corners, Georgia, SBA was founded in 2002 to provide strategic and tactical consulting and other value-added services related to employee benefits plans such as pension and 401(k) plans. We provide our employees with competitive pay and a wide range of benefits. See more information on our company at www.sba-inc.com.

We are seeking energetic, positive and self-motivated individuals with a high degree of customer service and analytical skills for our pension administration team. This Pension Specialist position includes:

• Assisting pension participants in the plans of various companies with their retirement process from initiation of retirement to beginning their payments
• Answering calls and providing a high degree of personalized customer service for pension participants
• Assisting participants with resolving issues with their data or in making changes to their data due to various life events
• Following up with participants and retirees to make sure any of their issues or changes are fully resolved and they are fully satisfied
• Preparing outgoing correspondence to participants and retirees
• Reviewing and processing incoming retirement paperwork and other correspondence received back from participants
• Following up with participants for any missing information to ensure completeness in a timely manner
• Researching and responding to requests from client contacts
• Performing tasks within a recordkeeping system necessary for the administration of pension plans, including data updates, dashboard reports, and reconciliation of monthly payments
• Setting up pension payments for new retirees or making necessary changes to their payments
• Performing other tasks within our company to support other consulting projects for clients

A successful candidate must:

• Be very dependable to clients and team members and is punctual
• Have good listening skills
• Enjoy talking to and assisting people including older individuals
• Accurately discern what participants are trying to convey
• Be detail oriented about data and financial information
• Have strong analytical and problem-solving skills
• Have good time management skills
• Desire to accurately execute and complete tasks in a timely manner
• Have an aptitude for complex concepts and an ability to master multiple systems
• Be a positive, energetic, self-motivated team player
• Be eager to learn
• Have good computer skills for Word and Excel at a minimum and quick to learn new software
• College degree a plus, but not required
• Previous pension plan administration is a plus, but not required

Please note that this position is not a remote position; employees must come to the office daily.