Senior Defined Benefit Pension Specialist

Fidelity Investments Inc.; Westlake (TX); Presencial; USD 70.000 - 95.000; Jornada completa

Descripción de la vacante

Fidelity Investments in Westlake, TX is seeking a Senior Pension Administrator to handle complex Defined Benefit calculations and client-focused administration. You will process multiple client datasets across Fidelity systems under supervision and collaborate with internal teams to ensure accuracy and timeliness.

You will interpret plan rules, build calculation tools, and handle participant communications, audits, and ongoing system testing as part of a fast-paced pension operations team.

Formación

• Bachelor’s Degree (Mathematics, Finance or Business preferred) or equivalent work experience.
• Defined Benefit knowledge and experience is a plus, but not required. Associates will be given training on DB and calculations which will be required to be successful in the role.
• Strong math, analytical and intuitive skills. Ability to build calculation tools.
• Motivated and committed to precision; positivity and “can do” work ethic
• You're a great teammate, and meet individual timeliness and accuracy goals.
• Ability to adapt to an evolving environment.
• Strong organizational skills and attention to detail.
• High integrity and discretion to ensure the confidentiality of sensitive client data.
• Demonstrate initiative in solving problems and implementing solutions.
• Ability to work independently.
• Strong PC Software skills (i.e. Excel, Outlook, and Word)
• Strong communications skills

Responsabilidades

• Process various types of calculations and disbursement set ups, meeting timeliness and accuracy standards.
• Review and triage all participant requests to determine correct resolution and routing. Manage and monitor workflows.
• Interpret plan rules to ensure correct calculations and disbursements. Build calculation tools.
• Analyze and process transactions to ensure proper quality standards for calculations, disbursements and data updates.
• Contact participants to explain calculations or resolve participant/client related issues.
• Support external client and internal audit requests by providing requested documentation, conducting research and answering questions as a client and plan expert.
• Manually calculate and review pension benefits for plan participants.
• Support the monthly testing of various systems upgrades and releases.
• Participate in special departmental projects.

Conocimientos

Bachelor’s degree

Defined Benefit knowledge

Math skills

Analytical skills

Excel

Strong communication

Independent work

Educación

Bachelor’s Degree in Mathematics/Finance/Business

Herramientas

Excel

Outlook

Word

Descripción del empleo

Fidelity Investments in Westlake, TX is seeking a Senior Pension Administrator to handle complex Defined Benefit calculations and client-focused administration. You will process multiple client datasets across Fidelity systems under supervision and collaborate with internal teams to ensure accuracy and timeliness.

You will interpret plan rules, build calculation tools, and handle participant communications, audits, and ongoing system testing as part of a fast-paced pension operations team.