Senior Pension Administrator - Defined Benefit Specialist

Fidelity Investments Inc.; Covington (KY); Hybrid; USD 70,000 - 90,000; Full time

Job summary

Fidelity in Covington, KY seeks a Senior Pension Administrator to perform defined benefit calculations and processing with precision. You will learn client-specific procedures, execute complex transactions, and support audits while ensuring timely, accurate results.

Under supervision, you’ll build tools, interpret plan rules, and communicate outcomes to participants. A math-focused degree and Excel proficiency are essential for success, with onsite expectations nationwide.

Qualifications

• Bachelor’s degree in Mathematics, Finance or Business preferred.
• Strong math, analytical, and problem-solving skills.
• Proficiency with Excel, Outlook, and Word.
• Defined Benefit knowledge is a plus but not required.
• Excellent organizational skills and attention to detail.
• Ability to work independently and as part of a team.

Responsibilities

• Process moderate to high complexity pension calculations and transactions.
• Research and apply plan rules to ensure accurate disbursements.
• Support client and audit requests with documentation.
• Build calculation tools and data updates.
• Interact with participants via phone or mail to explain calculations.
• Assist in system upgrades and monthly testing.
• Triage participant requests and manage workflows.

Skills

Math

Analytical thinking

Communication skills

Attention to detail

Independence

Problem solving

Team player

Time management

Education

Bachelor’s degree in Mathematics, Finance or Business

Tools

Excel

Outlook

Word

Job description

Fidelity in Covington, KY seeks a Senior Pension Administrator to perform defined benefit calculations and processing with precision. You will learn client-specific procedures, execute complex transactions, and support audits while ensuring timely, accurate results.

Under supervision, you’ll build tools, interpret plan rules, and communicate outcomes to participants. A math-focused degree and Excel proficiency are essential for success, with onsite expectations nationwide.