Senior Pension Calculations Lead

Fidelity Investments Inc.; Roanoke (TX); Presencial; USD 70.000 - 90.000; Jornada completa

Descripción de la vacante

Fidelity Investments Inc. is seeking a Senior Pension Administrator to manage accurate, timely processing of moderate to high complexity DB calculations and transactions for multiple clients.

The role leverages Excel and strong math/analytical skills to support participants and plan sponsors. You will work under minimal supervision, contribute to a collaborative team, and help ensure high-quality services while navigating a phased onsite model across regions.

Formación

• Bachelor’s Degree in Mathematics, Finance or Business or equivalent work experience.
• Defined Benefit knowledge is a plus, but not required; training will be provided.
• Strong math, analytical, and problem-solving skills; ability to build calculation tools.
• Motivated with precision, positive attitude and reliable work ethic.
• Strong teamwork, timeliness, and accuracy in all assignments.
• Ability to adapt to an evolving environment; high integrity and discretion.

Responsabilidades

• Provide defined benefit retirement plan administration for existing and new clients in a fast-paced, time-critical environment.
• Process various calculations and disbursement setups, meeting timeliness and accuracy standards.
• Review and triage participant requests to determine resolution and routing; manage workflows.
• Interpret plan rules to ensure correct calculations and disbursements; build calculation tools.
• Analyze and process transactions to ensure data quality and proper updates.
• Contact participants to explain calculations or resolve issues by phone or mail.
• Support external client and internal audit requests with documentation and research.
• Manually calculate and review pension benefits for participants.
• Support monthly testing of system upgrades and releases.
• Participate in special departmental projects.

Descripción del empleo

Fidelity Investments Inc. is seeking a Senior Pension Administrator to manage accurate, timely processing of moderate to high complexity DB calculations and transactions for multiple clients.

The role leverages Excel and strong math/analytical skills to support participants and plan sponsors. You will work under minimal supervision, contribute to a collaborative team, and help ensure high-quality services while navigating a phased onsite model across regions.