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Pension Assistant Jobs (NOW HIRING)

Pension Clerk

New York, NY ยท On-site

$59K/yr

Provide excellent customer service to participants either in person or telephone, and prepare award letters. Assist participants in document completion, file/scan and organize all pension documents.

Pension Specialist

New York, NY ยท On-site

$28 - $34/hr

We are looking for a Pension Specialist to join a nonprofit organization in New York, New York in a ... Reconcile daily and monthly premium activity and assist with generating and distributing recurring ...

New

Pension Representative

Capitol Heights, MD ยท On-site

$56K - $61K/yr

Pension Representative * Unionized Role * Full time * 100% In Office Job Purpose : Under continuous ... Department to assist if necessary * Maintains and updates all records necessary to process ...

Attend client meetings online and in person. * Assist with regular audits of pension data for accuracy and compliance to help prepare regulatory reports for agencies such as the Department of Labor ...

Posting Information We provide a scheduled posting end date to assist our candidates with their ... Oversee pension & retiree medical actuarial services, including rebalancing, expense, pension ...

Business Analyst - Pension Location: Remote Salary: $80-120k Sabot Consulting is seeking a skilled ... Build and maintain Power BI dashboards. * Assist in the development of test scripts. * Execute test ...

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Pension Assistant information

What are Pension Assistants?

Pension Assistants are administrative professionals who support the management and processing of pension schemes. They handle tasks such as maintaining pension records, processing applications, answering queries from members, and ensuring compliance with relevant regulations. Their work helps ensure that pension payments are made accurately and on time, and that all related documentation is up to date. Pension Assistants often serve as the first point of contact for pension scheme members seeking information about their benefits.

What types of tasks can I expect to handle daily as a Pension Assistant?

As a Pension Assistant, your daily responsibilities often include processing pension applications, updating member records, and responding to inquiries from plan members regarding their benefits. You will likely collaborate closely with pension administrators, HR teams, and payroll departments to ensure accurate and timely pension payments. Attention to detail and strong organizational skills are important, as you'll be handling sensitive personal and financial information. Additionally, you may assist with preparing reports or supporting audits, providing a great opportunity to build foundational knowledge for career advancement in pension administration.

What are the key skills and qualifications needed to thrive as a Pension Assistant, and why are they important?

To thrive as a Pension Assistant, you need strong numerical ability, attention to detail, and a basic understanding of pension schemes, typically supported by a relevant qualification or administrative experience. Familiarity with pension administration software, spreadsheets, and document management systems is commonly required. Excellent organizational skills, clear communication, and a customer-focused attitude help you excel in handling member queries and complex data. These skills and qualities are crucial for ensuring accurate pension processing, regulatory compliance, and high-quality client service.

What is the difference between Pension Assistant vs Pension Administrator?

AspectPension AssistantPension Administrator
CredentialsTypically requires a high school diploma or equivalent; some roles may prefer relevant certificationsRequires similar credentials; often a degree or professional certification in pensions or finance
Work EnvironmentOffice setting, supporting pension processing and customer inquiriesOffice-based, managing pension plans, compliance, and administrative tasks
Employer & IndustryFinancial institutions, government agencies, pension fundsFinancial services, pension funds, government departments
Search & Comparison IntentPeople comparing entry-level pension support rolesIndividuals seeking more advanced pension management positions

The main difference between a Pension Assistant and a Pension Administrator lies in their responsibilities and experience level. Pension Assistants typically handle support tasks and customer inquiries, while Pension Administrators manage pension plans, compliance, and more complex administrative duties. Both roles require similar credentials, but Pension Administrators usually have more experience and responsibilities.

More about Pension Assistant jobs
What cities are hiring for Pension Assistant jobs? Cities with the most Pension Assistant job openings:
What are the most commonly searched types of Pension jobs? The most popular types of Pension jobs are:
What states have the most Pension Assistant jobs? States with the most job openings for Pension Assistant jobs include:
What job categories do people searching Pension Assistant jobs look for? The top searched job categories for Pension Assistant jobs are:
Infographic showing various Pension Assistant job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 76% Full Time, 20% Part Time, 1% Temporary, and 2% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution.

$71K - $91K/yr

Full-time

Re-posted 20 days ago


Job description

SUMMARY: The Pension Supervisor provides direction, leadership and supervision to the Pension team. Operate as the subject matter expert and provide an escalation point to resolve issues; ensure maximum effectiveness and productivity, including the timely and accurate processing of benefits.


ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.


  1. Manage and oversee workflow of the pension team, including creating schedules, delegating tasks, and prioritizing work.
  2. Assess employee performance and provide coaching, training, and development, and implement corrective actions as needed.
  3. Ensure that department goals, deadlines, and compliance standards are aligned with the Fund plans.
  4. Onboard and train new hires, to ensure team members understand their roles.
  5. Set and communicate team objectives.
  6. Provide performance reports with evaluations and recommendations to management.
  7. Maintain and update departmental processes to ensure compliance with plan documents and applicable laws.
  8. Identify opportunities for process improvement of Pension Department.
  9. Assist with the processes to ensure appropriate controls and compliance.
  10. Provide guidance and resolution for complex departmental issues.
  11. Promote positive team morale and collaboration.
  12. Comply with the Trust Fund policies, HIPAA guidelines, and confidentiality requirements.
  13. Maintain regular and consistent attendance.










QUALIFICATION REQUIREMENTS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily, including regular and consistent attendance and must be able to handle sensitive benefits data. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.


EDUCATION and/or EXPERIENCE:

  1. High School diploma or GED required; bachelor’s degree preferred or equivalent combination of education and experience.
  2. Minimum of 3 years of supervisory experience
  3. Minimum of 5 years of claims processing experience
  4. Strong knowledge of the Fund and Pension Department policies and regulations, or ability to acquire knowledge quickly.
  5. Advanced knowledge of pension administration rules, regulations, and industry best practices.

OTHER SKILLS and ABILITIES:

  1. Demonstrated ability to interpret plan documents, regulations, and complex procedural requirements.
  2. Strong analytical and problem-solving skills with the ability to apply independent judgment.
  3. Advanced proficiency in MS Office (Excel, Word and Outlook) required.
  4. Strong communication, leadership, and interpersonal skills, with the ability to collaborate across all organizational levels.
  5. Support and adhere to the company’s mission, vision, and values.