Job Description:

The Role

The Lead Pension Administrator is primarily responsible for the day to day administration of the retirement plans for our clients and their participants. We are looking for someone to join our great team of professionals, who enjoys a fast-paced environment and can provide quality work and a premier customer experience.

This role will work in a team environment by providing leadership and support and will be responsible for advanced data analysis, non-automated complex calculation processing and other tasks associated with servicing Defined Benefit Plans from a consultative perspective. Other duties include:

• Analyzing, performing, and reviewing non-automated complex calculations manually, executing on client requests, responding to escalated participant inquiries and analyzing/solving data and other complex issues.

• Participating in implementation, corporate actions and other special projects in addition to the provision of ongoing services.

• Providing a full range of administrative and operational support services to a variety of defined benefit clients and plan participants in a fast paced and time sensitive environment.

• Serving as a role model and coach to Pension Specialist and assist in answering escalated questions and responsible for the final review of work performed by other team members to ensure quality control and accuracy.

The Expertise and Skills You Bring

• Bachelor Degree preferred

• 2+ years of proven defined benefit experience

• Detail-oriented with good mathematical and analytical skills

• Technically inclined with application experience and aptitude (e.g., Excel, Word, Access, etc.)

• Leadership, mentoring and coaching ability

• You have both strong critical thinking and problem-solving skills

• You’re a leader with self-motivation and determination to succeed

• You have a mathematical background and enjoy working with spreadsheets

• You have excellent oral and written communication skills

• You have a strong aptitude to balance and prioritize multiple projects in a fast-paced work environment

• You have an ability work within budgeted timeframes to maintain client profitability without sacrificing quality

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(opens in a new tab), we have been recognized by our employees as a Best Place to Work in 2022. 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.

As a result of COVID-19, many of our associates are continuing to work remotely. When Fidelity employees eventually return to the office, 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(opens in a new tab).”

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 Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.