Pension Analyst

• Investigate pension-related questions by reviewing records, validating information, and providing accurate findings to internal team members
• Enter, update, and maintain pension data with a high level of accuracy to support ongoing administrative and service activities
• Monitor shared mailboxes, organize incoming requests, and respond or route inquiries in a timely and thorough manner
• Partner with pension team staff and member services personnel to help resolve issues and support daily workflow needs
• Prepare and review spreadsheets, reports, and supporting documentation to assist with tracking, analysis, and case follow-up
• Provide courteous assistance during occasional in-person interactions with members while ensuring questions are addressed clearly and appropriately
• Apply sound numerical reasoning when reviewing pension information, identifying discrepancies, and escalating concerns when needed

• Experience in pension administration, pension operations, or a related analytical support role
• Intermediate proficiency in Microsoft Excel, including the ability to work with spreadsheets for tracking, review, and analysis
• Strong customer service skills with the ability to communicate clearly and professionally in written and verbal formats
• High attention to detail and accuracy when handling data entry, records, and pension-related information
• Comfort working with numbers and interpreting data in an administrative or analytical environment
• Proficiency in Microsoft Word and willingness to complete skills testing in Word and Excel as part of the hiring process

Bilingual Spanish language skills

• medical
• vision
• dental
• life and disability insurance
• 401(k) plan