Lead Pension Administrator ER
Job Description:
The Role Do you like to solve problems and feel the need to constantly challenge yourself? Are you looking for a role where you have latitude to think differently and aim to constantly be innovating? Do you have a desire to help research and resolve participants questions? If so, the Lead Pension Administrator role within our DB Employee Resolution group may be the role that is right for you! Under limited supervision, the Lead Pension Administrator will be responsible for processing all types of employee resolution inquiries.
In addition to normal responsibilities, this individual will be charged with the following:
Work directly with the Defined Benefit Managers to accomplish DB specific goals and initiatives.
Technical resource for the team and will assist in resolving client, and system issues Monitoring their respective work queues and providing direction to ensure that all aging work items and calculations are resolved in conjunction with the service level agreement timeframes The Expertise and Skills You Bring Bachelor's Degree or equivalent work experience Solid grasp of Defined Benefits and Defined Benefits systems 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 Value You Deliver The Lead Pension Administrator must interact with a diverse group within Fidelity, which may include client contacts and participants, and is a key contributor to the team environment and services provided to Fidelity's client base.
The Lead Pension Administrator will use product and client specific procedures when completing calculations to ensure accuracy and timeliness of all work.
The Lead Pension Administrator:
Is highly certified on all complexity items across multiple clients is required within 12 months 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 various applications and systems Must demonstrate the ability to manage escalations as well as end to end client critical issues and partner closely with the client facing team.
Contacts participants to explain calculations or resolve participant/client related issues regarding pension benefits 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 Handles XTRAC workflows, including researching and resolving complex or sensitive customer issues 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 Please see below for the salary range for work locations in Colorado only:
N/A Please see below for the salary range for work locations in New York City, Westchester County, NY and Jersey City, NJ only:
N/A Please see below for the salary range for work locations in California only:
N/A Please see below for the salary range for work locations in Washington only:
N/A Certifications:
Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients.
We help people invest and plan for their future.
We assist companies and non-profit organizations in delivering benefits to their employees.
And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.
Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours.
You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home.
Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a Best Place to Work in 2023.
And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.
At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling Dynamic Working.
Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks.
These requirements are subject to change.
We invite you to Find Your Fidelity at fidelitycareers.
com.
Fidelity Investments is an equal opportunity employer.
We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process.
To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations @fmr.
com, or by calling 800-835-5099, prompt 2, option 3.
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry.
Certain roles may require candidates to go through a preliminary credit check during the screening process.
Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested.
This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent).
These investigations will account for 7 years or more of history, depending on the role.
Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances:
Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
Recommended Skills Adaptability Attention To Detail Calculations Coaching And Mentoring Communication Confidentiality Estimated Salary: $20 to $28 per hour based on qualifications.
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