Description and Requirements
Pension Services Consultant
Work Arrangement: Virtual but commutable to MetLife's Tampa, FL; Cary, NC; or Bloomfield, CT
Role Value Proposition
The Pension Services Consultant role in the US Pensions Group provides a challenging opportunity for a motivated individual to forge lasting partnerships with a broad range of finance functions, including Accounting, Separate Accounts, Reporting and Reconciliations, and Client Relations as well as provide service and support to our long-time pension customers.
Key Responsibilities
Responsible to ensure the timely and accurate processing of pension benefits and researching and resolving complex issues to ensure client funds are accurately accounted for and reconciled to the client statements.
Ensure Separate Account assets are moved within investments accounts and the general account according to the client directives.
Record client deposits and ensure the assets are correctly allocated to the correct Separate Accounts or general account.
Partner with the Client Relations Unit to ensure that all client services are accurately accounted for, annuitant information is accurate
Research accounting discrepancies and provide prepare accounting transactions to resolve discrepancies to ensure the accurate reporting of client assets.
Collaborate with offshore associates to ensure the processing of all client transactions are accurate and timely.
Essential Business Experience and Technical Skills
Required:
HS Diploma or equivalent
Advanced presentation and communication skills.
5-7 years' experience in financial transactions.
Advanced knowledge of Microsoft Excel, including but not limited to x-lookups, sumifs, links, and pivot tables
Strong analytical and problem-solving skills, and ability to plan, multi-task, prioritize responsibilities
Preferred:
Bachelor's degree in accounting or finance
Knowledge of Insurance concepts, financial principles, Defined Benefit Plans, and DOL reporting
Benefits We Offer
Our U.S. benefits address holistic well-being with programs for physical and mental health, financial wellness, and support for families. We offer a comprehensive health plan that includes medical/prescription drug and vision, dental insurance, and no-cost short- and long-term disability. We also provide company-paid life insurance and legal services, a retirement pension funded entirely by MetLife and 401(k) with employer matching, group discounts on voluntary insurance products including auto and home, pet, critical illness, hospital indemnity, and accident insurance, as well as Employee Assistance Program (EAP) and digital mental health programs, parental leave, volunteer time off, tuition assistance and much more!
About MetLife
Recognized on Fortune magazine's list of the 2023 "World's Most Admired Companies" as well as the 2023 Fortune 100 Best Companies to Work For ®, MetLife , through its subsidiaries and affiliates, is one of the world's leading financial services companies; providing insurance, annuities, employee benefits and asset management to individual and institutional customers. With operations in more than 40 markets, we hold leading positions in the United States, Latin America, Asia, Europe, and the Middle East.
Our purpose is simple - to help our colleagues, customers, communities, and the world at large create a more confident future. United by purpose and guided by empathy, we're inspired to transform the next century in financial services. At MetLife, it's #AllTogetherPossible . Join us!
Equal Employment Opportunity/Disability/Veterans
If you need an accommodation due to a disability, please email us at [email protected]. This information will be held in confidence and used only to determine an appropriate accommodation for the application process.
MetLife maintains a drug-free workplace.