Retirement Benefit Analyst II

Responsibilities

• Independently analyze internal and external customer requests, processing retirement calculations taking into consideration compliance requirements, client/legal documents, contractual restrictions, and tax considerations.
• Investigate and resolve calculation and transaction problems with limited support.
• Meet performance measurement standards to ensure calculations are timely and of high quality.
• Communicate effectively and build positive relationships with internal partners and collaborate to complete tasks and ensure delivery of services to customers.
• Share knowledge and experience with the team by being a mentor and resource to internal business partners and helping other team members develop.
• Provide support as needed in problem resolution, transaction processing and data management.
• Identify, analyze and assist in implementing process improvements.

Qualifications

• Associates degree with a major in Mathematics, Statistics, Finance, or Accounting, or the equivalent experience, and 4+ years of work-related experience preferred.
• Coding background or knowledge of spreadsheet and database or similar PC software packages, or the ability to learn Excel, Python, and SAS, is preferred.
• Strong mathematical, technical and analytical skills along with keen attention to detail.
• Strong decision making and organizational, mentoring, interpersonal and listening skills.
• Ability to interpret plan/contract provisions and apply them to the calculation being requested.
• Ability to balance a heavy workload and ability to prioritize with frequent interruptions.
• Positive influence in a team environment and collaborate with your team.
• High integrity and discretion to ensure the confidentiality of sensitive client data.

Salary Range Information

Salary Range

Additional Information

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