Job Summary:

The Pension Analyst will prepare, administer, review, analyze and audit pension plans, ensuring compliance with IRS requirements and satisfaction of individual clients needs.

Supervisory Responsibilities:

• None.

Duties/Responsibilities:

• Communicates with clients to understand their needs to guide pension planning and recommendations.
• Provides guidance and expertise on investment options, offering a wide range of appropriate options and choices based on clients needs and goals.
• Manages and maintains recordkeeping for clients accounts including loan records, tax returns, and quarterly financial statements.
• Reviews plan activity to ensure funds are properly and accurately accounted for, calculated and distributed.
• Provides guidance, required notices, documentation, and other information on plan terminations, mergers and/or spin-offs.
• Maintains knowledge of trends, developments, and changes in pension regulations and compliance; applies this knowledge to ensure that pension plans are properly administered.
• Performs other duties as assigned.

Required Skills/Abilities:

• Excellent verbal and written communication skills.
• Excellent interpersonal and customer service skills.
• Excellent organizational skills and attention to detail.
• Thorough understanding of pension laws.
• Proficient with Microsoft Office Suite or related software.

Education and Experience:

• Bachelors degree in Accounting required, Masters degree preferred.
• At least five years of experience in all phases of pension administration required.

Physical Requirements:

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