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Fidelity Workplace Consultant Senior Pension Specialist

Company: Fidelity Investments
Location: Smithfield
Posted on: May 4, 2021

Job Description:

Job Description: The Role The Workplace Consulting Senior Pension Specialist 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.The Workplace Consulting Senior Pension Specialist is the cornerstone of the participant experience as it relates to the administration of retirement benefits for our client base. 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..

  • 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 The Team The Fidelity Workplace Consulting Group is composed of over 350 professionals who advise clients on the management of their domestic benefits. We are a fast-growing business within Fidelity, providing a broad range of services that touch on every area of benefits design, strategy, funding, communication and delivery. Most of our team comes from other leading consulting firms. While we focus on working with the Fortune 1000, we also work with Fidelity clients of all sizes. For more information about Fidelity Workplace Consulting please visit this link: Certifications:

      Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. Find your Fidelity at .
      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 , or by calling , prompt 2, option 2.

Keywords: Fidelity Investments, Providence , Fidelity Workplace Consultant Senior Pension Specialist, Professions , Smithfield, Rhode Island

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