Lead Pension Administrator, Defined Benefit
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 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.