Job Description

Lead Retirement Administrator, Center Of Excellence Back Office Administration Team

You will be responsible for first-signing/processing pension, retirement, and post-retirement health & welfare transactions. Other key responsibilities for this position include performing pension benefit calculations, working with data, creating forms & letters that are used to communicate with participants and beneficiaries, working with pension disbursements, and interacting with colleagues to provide information to plan sponsors, participants, beneficiaries, and third parties. Our talented team of professionals is looking for someone who enjoys a fast-paced environment and can provide both high-quality work and an extraordinary customer experience! This role is responsible for:

• Providing pension administration services for a designated group of clients
• Using product and client specific procedures when completing calculations to ensure accuracy and timeliness of all work
• Acting as subject matter expert on the end-to-end processing of calculations, resolution of participant issues, disbursements, and data updates
• Managing escalations, as well as client critical issues, and partnering closely with colleagues in the Retirement practice
• Assisting with client documentation and procedures updates
• Leading participant and client request workflows, including researching and resolving complex or critical customer issues
• Proactively identifying client and participant trends and working with various internal business partners to arrive at customer-centric solutions
• Providing support for project related tasks

The Expertise and Skills You Bring:

• Bachelor's Degree or equivalent work experience
• Interest in Defined Benefits administration and Defined Benefits systems
• Strong mathematical, analytical, and intuitive skills including the ability to perform manual pension calculations using requirements documents, plan documents, plan amendments, SPD's, and other documentation
• Ability to work as a standout colleague while meeting individual timeliness, accuracy goals, and quality standards
• 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, Word, and Access)
• Under limited supervision, the Lead Retirement Administrator will be responsible for processing pension, retirement, and post-retirement health and welfare transactions.
• This role will use plan and client specific procedures when researching and processing transactions to ensure accuracy and timeliness of all work.

The Value You Bring:

• Entrepreneurial and Creative : Approach problems with curiosity and creativity, always looking for innovative solutions and new ways to add value.
• Collaborative Team Player : Work well across teams, valuing diverse perspectives and fostering a culture of trust and shared success.
• Resourceful and Organized : Adept at juggling multiple prioritieswhile staying focused and organized.
• Proactive and Curious : Take initiative, ask thoughtful questions, and actively seek out learning opportunities to grow both personally and professionally.
• Comfortable with Ambiguity : Excel in environments where the path isn't always clear, using strategic thinking and adaptability to navigate uncertainty.
• Strong Communicator : Bring clarity and confidence to both written and verbal communication, ensuring alignment and momentum across stakeholders.
• Leadership-Oriented : Held leadership roles that required vision, accountability, and the ability to inspire and mobilize others toward a common goal.

The Team:

This role will reside within Workplace Consulting's Center of Excellence (COE) organization on the Back Office Administration Team. The Fidelity Workplace Consulting Group is made up of over 600 professionals who advise clients on the management of their domestic and global benefits. We are a fast-growing business within Fidelity, offering a broad range of services that span benefits design, strategy, funding, communication, and delivery.

The base salary range for this position is $55,000-105,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

Job Tags

Similar Jobs