Senior Pension Analyst

DART (Dallas Area Rapid Transit); Dallas (TX); On-site; USD 78,841 - 130,087; Full time

Job summary

DART (Dallas Area Rapid Transit) in Dallas, TX is seeking a Pension Administrator to work with the Chief Financial Officer to oversee employee pensions, deferred compensation, and other post-employment benefits (OPEB), including evaluating plan design changes and maintaining records for regulatory compliance.

The role requires strong communication across employees and stakeholders, and will manage plan design, benefit distributions, and related training materials.

Qualifications

• Bachelor’s degree from an accredited college or university in Business, Actuarial Science, Mathematics, Public Administration, Public Policy, or related field.
• Six (6) years of work experience in research, analysis, and preparation of written reports and recommendations including three (3) years of pension administration or benefit administration.
• Proficiency in MS Office including Word, PowerPoint, Excel, and Outlook.
• Analytical skills to gather and interpret data in situations where problems are not difficult or complex.
• Ability to communicate complex and technical information to internal and external customers.

Responsibilities

• Reviews and updates plan documents regularly.
• Ensures reports, including actuarial valuation, financial audits, and actuarial experience studies, are completed timely and accurately.
• Coordinates committee meetings associated with plans and takes official meeting minutes.
• Develops training materials, summary documents, and guidelines for committee members and plan participants.
• Works with external plan managers and internal stakeholders to facilitate enrollment and changes to plans.

Skills

MS Office proficiency

Analytical skills

Communication skills

Customer service orientation

Education

Bachelor’s degree in Business, Actuarial Science, Mathematics, Public Administration, Public Policy, or related field

Tools

MS Office Suite (Word, PowerPoint, Excel, Outlook)

Job description

Professionals:

Pay Range: $78,841.00 - $130,087.00

Supervisory Organization: AVP Controller

Country: United States of America

Address: 1401 PACIFIC AVE

City: DALLAS, TX 75202

FLSA: Exempt

Professionals:

01 - Official Administrator (EEO-4-United States of America), 1B - Managers and Directors (EEO-SubCategory)

General Summary:

This role is responsible for working with the Chief Financial Officer to oversee DART’s employee pensions, deferred compensation, and other post-employment benefits (OPEB), including evaluating and recommending plan design changes as needed. Working closely with Human Resources, this position will maintain plan records and ensure compliance with federal, state, and local regulations. Additionally, this role will manage plan design and benefit distributions. Candidates must be able to communicate complex and technical information to the general employee base and act with a sense of urgency and logic to resolve issues.

Essential Duties and Responsibilities:

• Reviews and updates plan documents regularly. Ensures reports, including actuarial valuation, financial audits, and actuarial experience studies, are completed timely and accurately.
• Serves as a subject matter expert on pensions, deferred compensation, and OPEB. Understands federal, state, and local regulations related to pensions, deferred compensation, and OPEB, and is well versed on new and upcoming regulations. Ensures compliance with all regulatory agencies.
• Coordinates committee meetings associated with plans. Arranges meeting, develops agenda with committee chair, takes official meeting minutes, and ensures committee members are in compliance with all requirements.
• Develops training materials, summary documents, and guidelines for committee members and plan participants.
• Works closely with external plan managers and internal stakeholders to create a seamless and easy experience for participants to enroll and make changes to their plans.
• Acts with a sense of urgency and logic to resolve problems that may create a financial impact on plan participants. Analyzes and resolves issues related to plans.
• Performs other related duties as assigned, including supervisory responsibilities.

Minimum Knowledge, Skills, and Abilities Required:

Note: An equivalent combination of related education and experience may be substituted for the below stated minimums excluding High School Diploma, GED, Licenses, or Certifications.

• Bachelor’s degree from an accredited college or university in Business, Actuarial Science, Mathematics, Human Resources, Public Administration, Public Policy, or related field.
• Six (6) years of work experience in research, analysis, and preparation of written reports and recommendations including three (3) years of pension administration or benefit administration.
• Pass a physical (medical) examination that includes a drug screen in order to operate DART non-revenue vehicles.
• Proficiency in MS Office including Word, PowerPoint, Excel, and Outlook.
• Analytical skills to gather and interpret data in situations where problems are not difficult or complex.
• Ability to be dedicated to meeting the expectations and requirements of internal and external customers. Gets first-hand customer information and uses it for improvements in products and services. Acts with customers in mind. Establishes and maintains effective relationships with customers and gains their trust and respect.
• Ability to use rigorous logic and methods to solve difficult problems with effective solutions. Can see hidden problems. Is excellent at honest analysis. Looks beyond the obvious and does not stop at the first answers.
• Ability to step up to conflicts, seeing them as opportunities. Read situations quickly. Good at focused listening. Can hammer out tough agreements and settle disputes equitably. Can find common ground and get cooperation with minimum noise.
• Ability to practice attentive and active listening. Has the patience to hear people out. Can accurately restate the opinions of others even when he/she disagrees.
• Ability to create a climate in which people want to do their best. Can motivate many kinds of direct reports and team or project members. Can assess each person’s hot button and use it to get the best out of him/her. Pushes tasks and decisions down. Empowers others, Invites input from each person and shares ownership and visibility. Makes each individual feel his/her work is important.
• Ability to make good decisions (without considering how much time it takes) based upon a mixture of analysis, wisdom, experience, and judgment). Most of his/her solutions and suggestions turn out to be correct and accurate when judged over time. Sought out by others for advice and solutions.
• Ability to write clearly and succinctly in a variety of communication settings and styles. Can get messages across that have the desired effect.

WORKING CONDITIONS:

Works in an environment where there is minimum exposure to dust, noise, or temperature. May be moderately exposed to unpleasant working conditions to include dust, noise, temperature, weather, petroleum products, and chemicals while visiting DART's operating facilities, assuming incumbent is observing all policies and procedures, safety precautions and regulations, and using all protective clothing and devices provided.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. The statements are not intended to be an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All employees may perform other duties as assigned.

DART is proud to be an Equal Employment Opportunity Employer, supporting diversity in the workplace. M/F/D/V

Open until qualified applicants are identified.