Senior Pension Administrator - Defined Benefit Expert

Fidelity Investments Inc.; Westlake (OH); On-site; USD 90,000 - 115,000; Full time

Job summary

Fidelity Investments Inc. in Westlake, TX is seeking a Senior Pension Administrator to join our Defined Benefit team.

You will perform accurate processing of complex pension calculations and transactions within a multi-client environment, applying DB rules and client procedures to ensure timeliness and quality. The role emphasizes analytical precision, strong communication, and the ability to manage multiple workflows with minimal supervision, contributing to client satisfaction and audit

Qualifications

• Bachelor's degree in Mathematics, Finance or Business or equivalent experience.
• Defined Benefit knowledge is a plus but not required; DB training provided.
• Strong math, analytical and attention to detail with client focus.

Responsibilities

• Process complex pension calculations and disbursement setups for multiple clients.
• Review participant requests and triage to determine correct resolution.
• Build calculation tools and interpret plan rules for accurate results.
• Support internal/external audits with documentation and research.
• Maintain timely processing and high accuracy in a fast-paced environment.

Skills

Math skills

Analytical thinking

Attention to detail

Communication skills

Independent worker

Education

Bachelor's Degree in Mathematics/Finance/Business

Tools

Excel

Outlook

Word

Job description

Fidelity Investments Inc. in Westlake, TX is seeking a Senior Pension Administrator to join our Defined Benefit team.

You will perform accurate processing of complex pension calculations and transactions within a multi-client environment, applying DB rules and client procedures to ensure timeliness and quality. The role emphasizes analytical precision, strong communication, and the ability to manage multiple workflows with minimal supervision, contributing to client satisfaction and audit