Lead Pension Administrator

Lead Pension Administrator, Defined Benefit

Role

Under limited supervision, the Lead Pension Administrator, Defined Benefit will be responsible for processing all types of calculations.

The Expertise and Skills You Bring

• Bachelor’s Degree or equivalent work experience
• Solid grasp of Defined Benefits and Defined Benefits systems
• Strong mathematical, analytical, and intuitive skills
• Motivated and committed to excellence; positive demeanor and 'can do' work ethic
• Ability to work as a standout colleague while meeting individual timeliness, accuracy goals and quality standards
• Ability to adapt to a constantly evolving environment
• Strong interpersonal skills and attention to detail
• High integrity and discretion to ensure the confidentiality of private client and participant data
• Strong written and verbal communication skills
• Strong PC Software skills (i.e. Excel, Outlook, and Word)
• The Lead Pension Administrator will use product and client specific procedures when completing calculations to ensure accuracy and timeliness of all work.
• Manages XTRAC workflows, including accessing, researching and resolving complex/sensitive customer issues and may need to determine root cause for internal issues and customer inquiries
• Resolves medium to high complex items across all clients of all types within a defined period of time
• Acts as subject matter professional of end to end processing of calculations, employee resolutions, and have a working knowledge of the disbursements process
• Is accountable for logging bugs against DBCS and Actuarial Certified Workbooks
• Mentors and trains new associates to create depth and strength throughout the team while assisting the Defined Benefit Managers with developing associate goals and completing annual reviews
• Assists with tracking client specific Service Level Agreements (SLAs)
• Proactively identifies work item trends and works with various internal business partners to arrive at customer-centric solutions
• Provides support for corporate action and project related tasks
• Supports monthly testing of various systems upgrades and releases
• Participates in special departmental projects
• Provides back up support to DB Manager as needed.

The Team

The Lead Pension Administrator, Defined Benefit must interact with a diverse group within Fidelity, including client contacts and participants, and is a key contributor to the team environment and services provided to Fidelity’s client base.

Note: Fidelity is not providing immigration sponsorship for this position.

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.