Pension Specialist Job at Robert Half (New York)

Pension Specialist

Robert Half

Location:
United States , New York

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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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

Additional Information:

Job Posted:
May 04, 2026

Employment Type:

Fulltime

Work Type:

On-site work

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Job Link Share:

Pension Specialist

Robert Half

Location:
United States , New York

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
May 04, 2026

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