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Robert Half Logo Robert Half · Finance

Pension specialist

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

Manhattan based NFP is seeking an employer financial/pension specialist. The candidate will be responsible with managing the life cycle of an active member by handling allocations of retirement premium contributions and retirement plan employer/member processing.

Job Responsibility

  • Allocate premium payments to member’s retirement account
  • Review and process new retirement enrollment applications, compensation changes, rollovers, notifications of terminations, calls received from the employer, provides history of payments, and any other related information
  • Ensure retirement plans meet plan provisions and eligibility through analysis and audits
  • Adjust accounts as needed to correct past discrepancies
  • Oversee employer accounts
  • Review unallocated employer payments and invoices
  • Work closely with Legal & Compliance Team and Sales Team to help with the onboarding of new employers
  • Manage delinquent accounts
  • Research Lost Participants
  • Reconcile daily and monthly premium transmission
  • Assist with the preparation, production, and handling of monthly invoices
  • Work closely with Record Keeper and Vendors
  • Serve as a backup for team members

Requirements

  • Undergraduate degree in accounting or business
  • At least two years of experience in employee benefits processing & pension plan experience
  • Ability to think ahead, use initiative to anticipate problem areas and suggest improvements
  • Must be detailed oriented with strong analytical, problem solving and follow-up skills
  • Strong interpersonal skills
  • ability to work well with others internally and externally
  • Dependability and punctuality required
  • Ability to maintain confidentiality of employer and member information
  • Excellent data-entry skills
  • Good time management skills to meet various deadlines
  • Handle complex issues and problems, and refers only the most complex issues to higher-level staff
  • Ability to multi-task and prioritize multiple requests
  • Ability to process work with accuracy and thoroughness, monitors own work to ensure quality and applies feedback to improve performance
  • Proficiency in Excel, and Microsoft Office products required

Nice to have

  • Knowledge CRM & Lotus Notes and Ariel system preferred
  • Experience working in or with religious and/or nonprofit organizations a plus

What we offer

  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan
  • free online training
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