Key Responsibilities

• Administer pension benefits, including calculating retirement, death, and adjusted benefits
• Process applications, payments, account updates, and monthly pension payables
• Assist participants and third parties with inquiries related to benefits, eligibility, and plan provisions
• Maintain accurate participant records and ensure compliance with federal regulations and plan policies
• Handle financial transactions, including ACH, wire transfers, audits, and payment adjustments
• Manage complex cases such as death benefits, beneficiary claims, estate payments, and QDROs
• Review legal documents (e.g., power of attorney, marriage/divorce records) for benefit eligibility
• Prepare reports, annual statements, claim determinations, and appeals documentation

Operations & Projects

• Collaborate with internal teams, consultants, and vendors to support daily operations
• Assist with audits, actuarial processes, and regulatory updates
• Support process improvements, system enhancements, and workflow documentation
• Train team members and participate in cross-functional projects

Qualifications

• Bachelor's degree or equivalent experience in finance, accounting, or related field
• Experience in pension administration, benefits, or financial services preferred
• Strong analytical, organizational, and problem-solving skills
• Proficiency in Microsoft Office (especially Excel)
• Ability to manage multiple tasks, meet deadlines, and handle confidential information