Fidelity Investments
Role
Under limited supervision, the Lead Pension Administrator, Defined Benefit will be responsible for processing all types of calculations. Job Description
The Lead Pension Administrator, Defined Benefit role involves performing end-to-end processing of defined benefit calculations, using product and client-specific procedures to ensure accuracy and timeliness of all work. 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. Certifications
Category: Transaction Processing Employment details
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. Fidelity’s business is governed by various securities and ERISA laws and regulations; those laws may restrict Fidelity from hiring individuals with certain criminal histories. Seniority level
Mid-Senior level Job function
Finance and Sales
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Under limited supervision, the Lead Pension Administrator, Defined Benefit will be responsible for processing all types of calculations. Job Description
The Lead Pension Administrator, Defined Benefit role involves performing end-to-end processing of defined benefit calculations, using product and client-specific procedures to ensure accuracy and timeliness of all work. 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. Certifications
Category: Transaction Processing Employment details
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. Fidelity’s business is governed by various securities and ERISA laws and regulations; those laws may restrict Fidelity from hiring individuals with certain criminal histories. Seniority level
Mid-Senior level Job function
Finance and Sales
#J-18808-Ljbffr