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Robert Half Logo Robert Half · Finance

Pension Specialist

United States, New York · Job Posted May 04, 2026
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Job Description

We are looking for a detail-oriented Pension Specialist to support retirement plan administration for a respected non-profit organization in New York, New York. This contract opportunity with permanent potential is ideal for someone with experience in pension operations, financial reconciliation, and benefits processing who can manage sensitive account activity with accuracy and professionalism. The person in this role will help oversee employer and member retirement transactions, investigate payment variances, and contribute to the smooth administration of plan activity while maintaining compliance with established guidelines.

Job Responsibility

  • Administer retirement contribution activity by applying employer premium payments to the appropriate member accounts and resolving differences between submitted payments and billed amounts
  • Evaluate enrollment forms, compensation updates, rollover activity, terminations, and employer inquiries to ensure retirement records are complete and processed correctly
  • Perform account analysis and periodic reviews to confirm plans align with eligibility rules and plan provisions, and make corrections when discrepancies are identified
  • Investigate outstanding or unapplied employer remittances and determine the cause of mismatches between payments and invoices
  • Partner with compliance, legal, and business development teams to support the setup and onboarding of newly participating employers
  • Monitor delinquent employer accounts, follow up on unresolved balances, and help maintain accurate contribution status records
  • Research missing participants, document outreach efforts, and transfer funds to the appropriate suspense handling process when individuals cannot be located
  • Reconcile daily and monthly premium transmissions, assist with invoice preparation and distribution, and coordinate with recordkeeping partners and external vendors as needed
  • Provide cross-team support by serving as backup coverage for colleagues and assisting with additional operational tasks when required

Requirements

  • Bachelor's degree in accounting, business, or a related field
  • At least 2 years of experience in pension administration, employee benefits processing, or a similar retirement operations environment
  • Strong background in financial reconciliation, account analysis, and handling detailed transaction records with a high degree of accuracy
  • Demonstrated ability to identify issues proactively, investigate root causes, and recommend practical process improvements
  • Excellent analytical, organizational, and follow-up skills with the ability to manage multiple deadlines and priorities
  • Strong interpersonal and communication skills, with the ability to work effectively with internal teams, employers, and external partners while maintaining confidentiality
  • Proficiency with Microsoft Excel and other Microsoft Office applications
  • experience with specialized pension or recordkeeping systems is a plus
  • Prior experience in a non-profit or faith-based organization is helpful but not required

Nice to have

  • Experience with specialized pension or recordkeeping systems is a plus
  • Prior experience in a non-profit or faith-based organization is helpful but not required

What we offer

  • Medical, vision, dental, and life and disability insurance
  • Enrollment in company 401(k) plan
  • Free online training
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