Senior Defined Benefit Pension Specialist

Habitat For Humanity Of Durham; Durham (NC); Sur place; USD 52 000 - 76 000; Plein temps

Résumé du poste

Fidelity seeks a recent college graduate to join our Defined Benefit team, focusing on accurate pension calculations and learning how financial systems affect real people. You will use Excel and math to process items under strict timeliness and accuracy standards, with training and mentorship from experienced colleagues.

Responsibilities include calculating and reviewing pension benefits, supporting client service teams, testing system upgrades, and contributing to documentation and special

Qualifications

• Bachelor's Degree - Mathematics, Finance, Business, and Accounting majors are preferred but all are welcome to apply
• Strong analytical and intuitive skills
• Motivation and commitment to excellence; positive demeanor and 'can do' work ethic
• Ability to work as a standout colleague while meeting individual timeliness, accuracy goals and quality standards
• Ability to adapt to a constantly evolving environment
• Strong interpersonal skills and attention to detail
• High integrity and discretion to ensure the confidentiality of private client and participant data
• Strong written and verbal communication skills
• Ability to coach and instruct others
• Strong PC Software skills (i.e. Excel, Outlook, and Word)

Responsabilités

• Processing various types of calculations, meeting timeliness and accuracy standards while interpreting DB plan rules to ensure compliance with the plan document.
• Supporting internal Client Service teams while developing subject matter expertise on assigned clients
• Manually calculate and review pension benefits for plan participants
• Supporting monthly testing of various systems upgrades and releases
• Participate in special departmental projects
• Document updates to User Procedure Documentation

Connaissances

Strong analytical and intuitive skills

Excel Outlook Word proficiency

Written and verbal communication

Ability to coach and instruct others

Interpersonal skills and attention to

Formation

Bachelor's Degree in Mathematics, Finance, Business or Accounting

Outils

Excel

Outlook

Word

Description du poste

Fidelity seeks a recent college graduate to join our Defined Benefit team, focusing on accurate pension calculations and learning how financial systems affect real people. You will use Excel and math to process items under strict timeliness and accuracy standards, with training and mentorship from experienced colleagues.

Responsibilities include calculating and reviewing pension benefits, supporting client service teams, testing system upgrades, and contributing to documentation and special