Job Description

Pension Specialist
An established national brokerage is seeking an experienced Pension Specialist to join its team in Nassau County, New York. This role offers the opportunity to support a high-performing benefits department within one of the largest insurance brokerages in the country.

Key Responsibilities:

• Reconcile client broker statements.
• Manipulate and analyze client data in Excel.
• Process enrollments, loan requests, and distribution requests (Termination, Death, In-Service, QDRO, Hardship).
• Maintain and update records and databases accurately and securely.
• Respond to client and participant inquiries regarding benefits, options, and entitlements.
• Liaise with actuaries, legal advisors, auditors, and other third-party vendors.
• Participate in pension plan reviews with advisors.
• Manage client communications, including annual data requests, reports, regulatory updates, participant fee disclosures, and updates to plan fund menus for participant-directed platforms.

Qualifications:

• Minimum of 2 years of experience in pension administration.
• Knowledge of defined benefit and/or defined contribution plans.
• Proficient in Microsoft Office Suite (Excel, Word, Outlook, Teams, Access).
• Strong attention to detail, organizational, and time management skills.
• Excellent communication and interpersonal abilities.
• Ability to handle confidential information with discretion.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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