Pension Administrator Resume Samples

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FR
F Rippin
Frances
Rippin
66558 Maymie Walks
San Francisco
CA
+1 (555) 456 5037
66558 Maymie Walks
San Francisco
CA
Phone
p +1 (555) 456 5037
Experience Experience
06/2016 present
Los Angeles, CA
Senior Pension Administrator
Los Angeles, CA
Senior Pension Administrator
06/2016 present
Los Angeles, CA
Senior Pension Administrator
06/2016 present
  • Assists in planning and implementing department goals and makes recommendations to management to improve efficiency and effectiveness
  • Identify process efficiencies and assist with implementation of any improvements
  • Identify and resolves issues that affect accuracy. Suggest process improvements to management
  • Perform Quality Review (QR) of document tasks for team members, including tracking performance and identifying potential training gaps
  • Provides assistance, training and troubleshooting support to lower level staff
  • Performs other duties as assigned by management
  • Analyze legislative and regulatory summaries and ensure compliance for all client work. Adherence to all established standards
03/2014 05/2016
New York, NY
Pension Administrator
New York, NY
Pension Administrator
03/2014 05/2016
New York, NY
Pension Administrator
03/2014 05/2016
  • Assisting with the managing of the administration aspects of the financial institutions pension scheme on behalf of the trustee board
  • Dealing with member-related queries and complaints
  • Providing support for Pension related projects assisting the project manager
  • Working knowledge of ERISA, DOL, and IRS laws pertaining to retirement plans
  • Running automated systems calculations
  • Focusing on strong customer orientation ensuring deadlines and service standards are met
  • Ensuring policies and procedures adhered to
09/2009 10/2013
Houston, TX
Pension Administrator Intern
Houston, TX
Pension Administrator Intern
09/2009 10/2013
Houston, TX
Pension Administrator Intern
09/2009 10/2013
  • Calculate pension benefits and prepare statements resulting from various events (termination of employment, retirement, death, divorce, transfer, etc.)
  • Support the senior administrators in the improvements of systems and procedures in order to enhance the work methods’ efficiency
  • Prepare annual statements for plan members
  • Calculate pension adjustments (PA), pension adjustment reversals (PAR), and past service pension adjustments (PSPA)
  • Prepare annual information returns
  • Create or modify calculation programs in order to respect the provisions of the relevant plans, laws, and administrative procedures
  • Update client's database (data request and validation, use of various systems/databases, data processing and accrual of benefits and other pertinent information, reconciliation of membership, etc.)
Education Education
Bachelor’s Degree in Accuracy
Bachelor’s Degree in Accuracy
The George Washington University
Bachelor’s Degree in Accuracy
Skills Skills
  • Efficient and professional approach with the ability to multi-task
  • Able to work as an individual and as part of a team
  • Working knowledge of ERISA, DOL, and IRS laws pertaining to retirement plans
  • Strong Microsoft Excel and Word skills with ideally Calibre
  • Experienced in dealing with high volumes and able to prioritise where necessary
  • Possess strong communication, organisational and time management skills
  • Corporate Pensions/Superannuation experience 2yrs
  • Deadline driven
  • General willingness to be helpful, enthusiastic and flexible
  • Team player and open to helping out to give members a dedicated service
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12 Pension Administrator resume templates

1

Pension Administrator Resume Examples & Samples

  • Assisting with the managing of the administration aspects of the financial institutions pension scheme on behalf of the trustee board
  • Dealing with member-related queries and complaints
  • Providing support for Pension related projects assisting the project manager
  • Fulfilling the role of Deputy Business Information Risk Officer in accordance with the Group's specification and requirements
  • Experience working within occupational or work-placed pensions
  • Experience working within an asset manager or similar
  • Some knowledge of pension legislation / pension schemes / pension reporting / pension scheme administration
2

Senior DC Pension Administrator Resume Examples & Samples

  • Manage the end to end administration process for a large portfolio of DC clients
  • Meeting corporate clients face to face on a regular basis, to ensure
  • Work closely with the financial advisory and broker teams, internally and externally to deliver a best in class customer experience
  • Display strong knowledge of all financial product lines and keep up to date with developments in the industry
  • Develop and manage relationships with insurance providers, clients and other staff members
  • Must have a minimum of 5 years' experience in pension administration with strong knowledge of administering large DC scheme
  • QFA qualification is essential
  • Display strong knowledge of life and pension products
  • Strong knowledge of compliance procedures in relation to financial products is important
3

Senior Pension Administrator Resume Examples & Samples

  • This position is in an administrative position in which the selected candidate will administer outsourced company sponsored benefits
  • Accepted candidates will receive extensive training in the following area: pension plans
  • Calculation of complex pension/related calculations
  • Provide timely follow up on outstanding inquires to ensure customer satisfaction
  • Provide written communication responses to customer inquiries
  • Understand, apply and communicate conceptual elements of Benefits and/or rules and regulations
  • Be proactive in identifying and communicating potential issues and provide mitigation suggestions
  • Have the ability to follow established procedures and new assignments with minimal direction and supervision
  • Handle confidential information with sensitivity and discretion in accordance with Data Privacy requirements
  • Attend all departmental meetings and training classes as required
  • Intermediate experience with MS Office Suite: Excel, Word, Outlook preferred
  • Requirement includes a minimum of 3 years of benefits experience, preferably with Defined Benefits
  • Proven ability to work independently or in a team setting using established processes, procedures, and policies
  • Excellent written and verbal communication skills required, and providing information to a customer in a way that is easily understood
  • Strong computer skills with the ability to navigate multiple software applications at once to provide efficient service
  • Self-initiative to be proactive in researching and problem solving to prevent escalations
  • Ability to maintain the appropriate level of process knowledge
4

Group Pension Administrator Resume Examples & Samples

  • A key resposibility within the role is to be able to bulid strong customer relationships and will require meeting clients face to face on a regular basis
  • Interact closley with other areas of the business including sales, maketing and CRM will be an important factor
  • Ability to work in a dynamic team environment with high levels of accuracy and attention to detail
5

Pension Administrator Resume Examples & Samples

  • The successful candidate will have a responsibility for the administration of a portfolio of Corporate Pension schemes
  • Ensuring that our customers come first is a key responsibility of the role. This involves building strong relationships with our corporate clients. This will involve meeting clients face to face on a regular basis
  • Interacting with other areas of Corporate Life & Pensions (Sales, Customer Relationship Management (CRM) and Marketing) will be an important factor in this role
6

Pension Administrator Resume Examples & Samples

  • Managing a portfolio of funds
  • Managing any complex queries
  • Assisting in identifying improvements and streamlining processes
  • Corporate Pensions/Superannuation experience
  • The ability to work to demanding deadlines
  • Strong Microsoft Excel and Word skills with ideally Calibre
  • Strong communication and relationship management skills
7

Senior Pension Administrator Resume Examples & Samples

  • Maintains positive relationships with plan sponsors, agents and internal clients
  • Performs annual testing to ensure plans meet nondiscrimination and coverage regulations provided by the IRS and DOL
  • Prepares required governmental filings for assigned qualfied plans
  • Balances plans and prepares annual plan valuations based on information provided by plan sponsors on a balance forward basis. Notifies client of any balancing issues, any required contributions and maximum deductible contribution amount
  • Prepares illustrations for employer contributions using all allocation methods including non-safe harbor methods
  • Instructs plan sponsors and agents on safe harbor correction methods for plan failures, and calculates amounts for corrective distributions and/or required plan contributions
  • Assists plan sponsors with EPCRS and DFVCP corrections
  • Reviews plans to ensure provisions of plan document are appropriately applied on both a plan and participant level
  • Explains provisions of plan document, including any amendments to plan sponsors and agents. Provides information on how this affects the plan and its participants. Provides consultation regarding plan design and operations
  • Provides guidance to Pension Administrator I and Pension Administrator II regarding acceptable consultative recommendations
  • Mentors new associates regarding Lafayette Life Retirement Services procedures
  • Assists plan sponsors and agents with day-to-day administration of plan. Provides available distribution amounts and assistance with determining participant eligibility, and provides other information required for daily plan operations
  • Requests information necessary to provide plan valuation and annual testing, and prepares government forms prior to the end of the plan year. Applies required follow-up procedures to obtain necessary information and invoices payment
  • Contacts plan sponsors and agent of existing unresolved issues. Proactively notifies plan sponsors and agents of impending issues
  • Notifies plan sponsors of necessary Required Minimum Distributions and follows up to assist the appropriate handling of these transactions
  • Guides plan sponsors and agents through the proper process when terminating a qualfied plan
  • Promotes the value of Lafayette Life products within qualfied plans
  • Demonstrated advanced level of employer-sponsored retirement plan knowledge in either Defined Contribution or Defined Benefit plan types
  • Demonstrated excellent verbal and written communication skills with the ability to successfully interpret and communicate business needs to both internal and external client groups in a clear and concise manner. This includes demonstrated strong telephone and email communication skills and etiquette
  • Demonstrated strong attention to detail with excellent organizational skills. Must cite examples of organization and time management methods used to manage or prioritize workload demands
  • Proven strong analytical skills, including demonstrated experience identifying and quantifying problems and providing effective resolutions
  • Proven experience handling and effectively resolving customer problems. Must provide examples of strong customer service skills
  • Demonstrated knowledge of life insurance/annuity industry or pension industry. Ability to provide examples of life insurance/annuity or retirement plan concepts including product knowledge, procedures, systems and applications
  • Must be proficient with Windows-based operating systems and the Microsoft Office Suite of products
  • Knowledge of Datair Pension Administration System and/or Sungard Document System preferred
  • Knowledge of NOLAS mainframe system is a plus
8

Pension Administrator Resume Examples & Samples

  • Carry out all cradle to grave benefit calculations in accordance with the rules of the Fund and legislative
  • Perform complex manual calculations where required to the same high degree of accuracy
  • Review other team members’ work as directed by the Administration Manager
  • Provide assistance with ad hoc project work as and when required
  • Carry out one-to-one sessions with members as and when required
  • Deal with queries from members, payroll, HR and external stakeholders ensuring all outbound
  • Investigate and prepare cases requiring discretionary decisions by the Trustees or under delegated
9

Pension Administrator Resume Examples & Samples

  • Calculate pension benefits and prepare statements resulting from various events (termination of employment, retirement, death, divorce, transfer, etc.)
  • Prepare annual statements for plan members
  • Understand the provisions of the plans and the various applicable laws
  • Create or modify calculation programs in order to respect the provisions of the relevant plans, laws, and administrative procedures
  • Support the senior administrators in the improvements of systems and procedures in order to enhance the work methods’ efficiency
  • Manage workload and priorities, and coordinate certain projects
  • Work experience with defined benefit pension plans is a strong asset
  • Proficient with MS-Office software programs
10

Senior Pension Administrator Resume Examples & Samples

  • Carry out complex DB calculations (both system generated and manual) and administration of DC plan where required, to a high degree of accuracy
  • Carry out calculations for Executives / high earners in relation to HMRC AA & LTA limits
  • Provide support or complete these scheme events, Annual Benefit Statements; SMPI Illustrations; Pension & Deferred Member Increase Cycle; Member Reconciliation; Life Cover Reconciliation; Manage Monthly & Annual AVC returns; Valuation Data, Pensioner Payroll & other events as they arise on an Ad-Hoc basis
  • Provide support & project management assistance to the team on delivering projects as and when required
  • Assist the team with both internal & external audit
  • Identify process efficiencies and assist with implementation of any improvements
  • Investigate and prepare cases requiring discretionary decisions by the Trustees or under delegated authority
11

Senior Pension Administrator Resume Examples & Samples

  • Be able to work independently and as a member of a team with minimal supervision on assigned projects to generate accurate and efficient solutions
  • Adapt to evolving standards, procedures and tools
  • Diagnose system problems and respond to testing feedback
  • Analyze pension plan documents to complete or provide final peer review of complex pension calculations performed by others ensuring accuracy against plan documents for defined benefit pension plans. Use this knowledge to develop or update system, calculator and database, and for testing of system and tools
  • Maintain an expert knowledge of relevant pension related legislation in all provincial jurisdictions
  • Provide peer review on all year-end process – i.e. pension adjustments, pension adjustment reversals, membership reconciliations, fund reconciliations, annual statements, annual information returns, etc
  • Maintain an expert knowledge of relevant pension related provisions in the Income Tax Act (ITA)
  • Identify and resolves issues that affect accuracy. Suggest process improvements to management
  • Provide guidance and training to client teams and serve as a subject matter expert
  • Analyze legislative and regulatory summaries and ensure compliance for all client work. Adherence to all established standards
  • Act in accordance with Mercer Professional Standards and follow the peer review/checking process
  • Set priorities and coordinate projects taking into account established deadlines
  • Develop and maintain Excel based pension administration calculation tools
  • At least 5 years of prior experience working with defined benefit pension plans and related provincial legislation
  • Demonstrate the following competencies: strong analytical and organization skills, thoroughness, attention to detail, excellent written and oral communication skills, ability to work in teams, self-reliance, resourcefulness
  • Proficient with MS-Office software programs and expert knowledge of Microsoft Excel and Visual Basic for Applications is an asset
  • Post-secondary degree or equivalent experience in mathematics, accounting, or finance is an asset
  • Basic understanding of actuarial principles is an asset
  • Completion or enrolment in FSA, ASA and/or FCIA is an asset
12

Pension Administrator Partnership Change Team Resume Examples & Samples

  • IT literate with a good knowledge of MS excel
  • Strong analytical skills and attention to detail – able to identify both errors and areas for improvement and suggest options to correct them
  • Good planning and communication skills - able to coordinate the delivery of tasks and projects and disseminate this information to all stakeholders
  • Ability to work under pressure and have high levels of initiative and self-motivation
  • Ability to be very flexible, adapting to a variety of different requests and demands
  • Previous knowledge of Annuities and DB pensions schemes (this knowledge is desirable, but not essential, as full pensions training will be provided)
13

Pension Administrator Resume Examples & Samples

  • Work with business units, payroll centers, and HR personnel toobtain earnings and demographic data necessary to complete benefit calculations
  • Prepare valuation data for our actuaries
  • Program benefit calculation worksheets for plans being merged into corporate administration system, using Visual Basic
  • Test new versions of programming changes made to pension database
  • Respond to auditor inquiries
  • Assist in the transition of pension plan administration to Corporate
  • Assist on pension plan issues resulting from acquisitions, mergers or closings
  • Interpret, review and revise Summary Plan Descriptions and legal plan documents
  • Assist Pension Administrators in obtaining historical data when needed to perform pension calculations
  • Research and interpret pension plan documents as needed
  • Build and maintain strong relationships with business unit HR contact
  • Calculate estimated and final retirement benefits for Emerson’s defined benefit pension plan participant
  • Participate in other projects as requested
14

Reward & Pension Administrator Resume Examples & Samples

  • Maintain all pension records and reports on a monthly basis
  • Monthly & ad hoc payments to the pension provider
  • Working with the payroll provider to ensure accurate Auto-Enrolment each month
  • Regular updates with the People Team to ensure accurate communication are sent to pension members
  • Assisting the Payroll Partner to ensure compliance with the Pensions Regulator
  • Monitoring the Benefits portal to ensure reports sent to providers accurately reflect employee pension choices
  • Reconciliation of Pension Control Account in line with Finance monthly reporting
  • Ongoing correspondence with benefit, pension & payroll providers
  • Upload of pension contributions and up keep of pension tracking systems for both
  • Pension and Payroll Administration experience is an advantage
  • Excellent administrative skills with a keen attention to detail
  • Team player, with bags of energy and enthusiasm to learn
  • Computer literate with intermediate skills in Word, Excel
  • Intermediate Excel & PowerPoint
  • Aptitude for numbers, data, absorbing vast quantities of information
  • Able to keep information confidential and demonstrate 100% discretion
  • Methodical, accurate and organised with a keen eye for detail
  • Ability to prioritise workload without supervision
  • Maintaining a professional attitude and pleasantness at all times
  • Confidence in dealing with and talking to all sorts of people
  • Comfortable managing conflicting priorities, person needs to be highly organised and enjoy last minute requests
  • Good attention to detail and can join up the dots (making sense of rogue invoices or complex enquires)
  • Appreciates confidentiality and director pressures
15

Pension Administrator Resume Examples & Samples

  • A diverse range of tasks including administering the Nationwide Pensions Fund which has approximately 30,000 members
  • Delivering excellent customer services skills to handle enquiries from scheme members, and dealing with sensitive matters accurately and in a timely manner
  • To conduct one to one Pensions Consultations to all levels of employees across the Society on a regular basis or as requested by the member
  • Running automated systems calculations
  • Performing manual benefit calculations
  • Updating the pension administration database and payroll system
  • First level checking of all work and final checking on non-financial work
  • Working closely with other teams both internal and external in order to provide a total service to our members
  • Supporting the wider team with additional tasks where required
16

Pension Administrator Intern Resume Examples & Samples

  • Update client's database (data request and validation, use of various systems/databases, data processing and accrual of benefits and other pertinent information, reconciliation of membership, etc.)
  • Be prepared to administer plans that may contain complex features (flexible plans, executive plans, hybrid plans, etc.)
  • May be involved in various special projects, including plan termination, early-retirement program, pension indexation, implementation of new plan provisions, etc
  • Working towards a Bachelor's degree in a related field: actuarial sciences, mathematics, or administration
  • Proficient with MS-Office suite, especially Excel
  • Bilingualism (intermediate level) an asset
17

Pension Administrator Resume Examples & Samples

  • Providing a high level of administration service for key accounts by processing complex administration tasks, regular fund level tasks and providing sign off on fund specific transactions
  • Respond to members or client enquires and correspondence – ensuring service levels are met
  • Take ownership of issues, resolving in a timely manner and act as a mentor for support administrators
  • Managing your own workflow on a range of tasks in this challenging and diverse role whilst meeting competing deadlines
  • Corporate Pensions/Superannuation experience 2yrs plus
  • Team player and open to helping out to give members a dedicated service
  • Experienced in dealing with high volumes and able to prioritise where necessary
18

Senior Pension Administrator Resume Examples & Samples

  • BA/BS Degree required or minimum of 3+ years work experience (retirement benefits administration or human resource information systems preferred)
  • Mathematical aptitude with some understanding of actuarial principles
  • Previous work experience calculating complex benefit entitlements on retirement and termination processing
  • Detail-oriented with sound pension administration and organizational skills
  • Advanced Excel and a thorough knowledge of Word
  • Customer service focused approach
19

Junior Pension Administrator Resume Examples & Samples

  • BA/BS Degree required or minimum of 1-2 years equivalent work experience (retirement benefits administration or human resource information systems preferred)
  • Strong math and analytical skills
  • Experience with relational databases and SQL, a plus
  • Familiarity with relevant ERISA, DOL and IRS regulations
  • Detail-oriented with sound organizational skills
  • Thorough knowledge of Excel and Word
  • Customer service focused approach; ability to meet individual deadline and work in team environment
20

Pension Administrator, Mercer Services Resume Examples & Samples

  • Manage administration workflows and projects dedicated by Pension Administration Manager, your direct supervisor
  • Ensure the quality of pension administration services to the corporate clients
  • Provide timely response and solutions to client enquiries and requests
  • For complex issues in relation to client requests, complaints, workflows or delivery standards, you are expected to discuss with, provide suggestions to, or escalate to your supervisor or senior management, whichever appropriate
  • Maintain good housekeeping for the Administration Manual, Fund Summary, Fund Profile and other Fund Documentations
  • Upkeep high awareness of the E&O policy and compliance requirements during your day-to-day work; escalate to your supervisor on any potential impacts regarding on client relationships
  • Manage client portfolios to ensure them in adhering to the predefined procedures and processes
  • Foster collaborative work relations between Hong Kong and Shenzhen pension administration teams
  • Assist on training, mentorship and development of the junior administrators
  • Enhance team performance by active engagement in team meetings, being supportive to team members such as providing suggestions and feedbacks on client issues, assisting each other on ad hoc tasks during peak season etc
21

Pension Administrator Resume Examples & Samples

  • Carry out all cradle to grave benefit calculations in accordance with the rules of the fund and legislative requirements to a high degree of accuracy utilising the administration system or other semi-automated calculation tools as required
  • Deal with queries from members, payroll, HR and external stakeholders ensuring all outbound communications are professional, technically correct and simple to understand
  • Contribute to meeting agreed Service Level Agreement targets
22

Pension Administrator Resume Examples & Samples

  • Converting Client’s paper documents into scanned images and then allocating scanned images to member records on the Pensions Administration system
  • Data cleansing - adding to, and amending data on the Pensions Administration system
  • General office duties as and when required
  • Possess strong communication, organisational and time management skills
23

Pension Administrator Resume Examples & Samples

  • Work with business units, payroll centers, and HR personnel to obtain earnings and demographic date necessary to complete benefit calculations
  • Calculate estimated and final retirement benefits for Emerson’s defined benefit pension plan participants, including qualified and non-qualified benefits
  • Calculate benefits of Qualified Domestic Relations Orders
  • Program benefit calculation worksheets for plans being merged into corporate administration system; maintain system with annual updates and plan changes
  • Prefer 5 or more years of experience administering defined benefit pension plans
  • Prefer advanced knowledge and experience with Visual Basic for Applications for Microsoft Excel
  • Working knowledge of ERISA, DOL, and IRS laws pertaining to retirement plans
  • Prior actuarial experience helpful
24

Pension Administrator Resume Examples & Samples

  • Previous customer service & administration experience
  • Excellent written English and numerical skills (GCSE or equivalent grade C or above)
  • Experience of using MS Word and Excel
25

Junior Pension Administrator Resume Examples & Samples

  • Calculate pension adjustments (PA), pension adjustment reversals (PAR), and past service pension adjustments (PSPA)
  • Prepare annual information returns
  • Act as a resource person for the client on benefit calculations and other administration processes
  • Bachelor's degree in a related field: actuarial sciences, mathematics, or administration
  • Bilingualism (intermediate level)
26

Senior Pension Administrator Resume Examples & Samples

  • Assess requested provisions to ensure ERISA regulation requirements are met
  • Communicate plan provisions, legal consequences etc. with both internal and external clients, when necessary and when requested
  • Aid in enforcing new guidelines regarding customization in line with the services available under the group segmentation parameters and assist team members in developing alternatives to custom provisions
  • Perform Quality Review (QR) of document tasks for team members, including tracking performance and identifying potential training gaps
  • Assist in training team members as needed
  • Provide consultative services to the field and/or document clients in the completion of legislative amendments including the impact of options chosen in relation to the current operation of their plan
  • Act as a mentor to Pension Administrators, assisting with conference calls/meetings as well as reviewing and assessing complex document issues