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Lead Retirement Administrator, Center of Excellence

3 months ago

Westlake, United States Fidelity TalentSource LLC Full time



Job Description:

Role

In Workplace Consulting, the Lead Retirement Administrator (LRA) is responsible for processing pension (and possibly post-retirement health & welfare) transactions. Other key responsibilities include performing pension benefit calculations, working with data, creating forms & letters that are used to communicate with participants and beneficiaries, working with pension disbursements, and interacting with colleagues to provide information to plan sponsors, participants, beneficiaries, and third parties. Our talented team of professionals is looking for someone who enjoys a fast-paced environment and can provide both high-quality work and an extraordinary customer experience



The Expertise and Skills You Bring

  • Providing pension administration services for a designated group of clients

  • Interacting with a diverse group within Fidelity, and being a key contributor to the team environment and services provided to Fidelity s client base

  • Using product and client specific procedures when completing calculations to ensure accuracy and timeliness of all work

  • Acting as subject matter expert on the end-to-end processing of calculations, resolution of participant issues, disbursements, and data updates

  • Managing escalations, as well as client critical issues, and partnering closely with colleagues in the Retirement practice

  • Assisting with client documentation and procedures updates

  • Leading participant and client request workflows, including researching and resolving complex or critical customer issues

  • Proactively identifying client and participant trends and working with various internal business partners to arrive at customer-centric solutions

  • Providing support for project related tasks

  • Bachelor s Degree or equivalent work experience

  • Solid grasp of Defined Benefits administration and Defined Benefits systems

  • Strong mathematical, analytical, and intuitive skills including the ability to perform manual pension calculations using requirements documents, plan documents, plan amendments, SPD s, and other documentation

  • Ability to work as a standout colleague while meeting individual timeliness, accuracy goals, and quality standards

  • 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, Word, and Access)

  • Under limited supervision, the Lead Retirement Administrator will be responsible for processing pension (and possibly post-retirement health and welfare) transactions.

  • This role will use plan and client specific procedures when researching and processing transactions to ensure accuracy and timeliness of all work.

  • In addition to regular responsibilities, this individual will be charged with the following:

  • Work directly with other Center of Excellence members to accomplish specific goals and initiatives

  • Collaborate across the company to efficiently move the work forward



The Team

This role will reside within Workplace Consulting s Center of Excellence (COE) organization. The Fidelity Workplace Consulting Group is composed of over 400 professionals who administer and advise clients on their retirement benefits. We are a part of a fast-growing business within Fidelity providing a broad range of services that touch on every area of benefits design, strategy, funding, communication, delivery, and administration.





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, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined.

Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

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 Accommodation Team by sending an email to accommodations@fmr.com.