Job Summary:

The Junior Pension Administrator will collaborate with the pension administrative team to provide administrative, accounting, and counseling services for assigned pension programs.

Supervisory Responsibilities:

• None.

Duties/Responsibilities:

• Following established schedules, provides pension maintenance and accounting services to plan participants; services may include data reconciliation, benefit statements.
• Conducts or assists with nondiscrimination testing to determine compliance with the Employee Retirement Income Security Act (ERISA).
• Prepares or assists senior pension administrator in preparing Form 5500.
• Provides clients and plan participants information regarding plan design and benefit distributions.
• Maintains current knowledge of pension regulation and compliance issues, changes, and developments by attending and participating in continuing education and training sessions.
• Performs other related duties as assigned.

Required Skills/Abilities:

• Basic understanding of ERISA-qualified retirement plans.
• Excellent verbal and written communication skills.
• Excellent organizational and analytical skills.
• Detail-oriented.
• Ability to work under pressure and to meet fixed deadlines.
• Proficient with Microsoft Office Suite or related software.

Education and Experience:

• Bachelors degree in Accounting, Finance, or related field required.
• At least one year of experience in pension administration required.

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.