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Managed Care Staffers

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Benefits Pension Analyst

Schaumburg, IL · On-site

$25/hr

Maintain participant and retiree records related to pension eligibility. * Assist with month-end balancing and issuing monthly benefit payments to retirees. * Keep up-to-date records for deceased ...

WPAS Inc

Pension Representative

Capitol Heights, MD · 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 ...

TIC Midwest, LLC

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Pension Plan Manager

Lansing, MI · On-site

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 ...

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Pension Assistant information

What is a pension assistant?

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 does a pension assistant do?

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.

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Pension Assistant jobs near you
Infographic showing various Pension Assistant job openings in the United States as of August 2026, with employment types broken down into 2% As Needed, 75% Full Time, 20% Part Time, 1% Temporary, and 2% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution.

Pension Assistant Manager

Directors Guild of America - Producer Pension & Health Plans

Los Angeles, CA • On-site

Other

Re-posted 27 days ago

Job description

CONTACTS AND RELATIONSHIPS

Extensive interaction with Plan participants, attorneys, business managers, other representatives of the participants, and the Plans’ attorneys, actuary and Trustees. There is also interaction with outside benefits consultants and the Plan’s various department managers and staff.

ESSENTIAL FUNCTIONS

  • Work with the Pension Department to ensure compliance with all ERISA, IRS, DOL, and other Regulatory requirements.
  • Develop and maintain performance metrics and dashboards to monitor team productivity, system performance, and project outcomes.
  • Ensure proper scheduling of staff and coverage, ensure delivery of excellent participant services by providing guidance, training and/or development of staff.
  • Provide timely performance feedback and guidance to staff, ensure adherence to Plans’ policies, write and deliver timely performance evaluations and corrective action as required.
  • Facilitate process improvement projects, including creation and maintenance of Standard Operating Procedures (SOPs) and administration of training.
  • Oversee monthly product management cycles for V3 pension system, ensuring timely and accurate implementation of system enhancements and fixes.

  • SKILLS AND ABILITIES

    • Strong knowledge of qualified defined benefit and defined contribution plans, especially Taft-Hartley plans, ERISA and pension laws and regulations, and IRS and DOL reporting requirements and regulations is preferred.
    • Ability to supervise and lead a team of Pension Administrators and Pension Analysts.
    • Excellent written and verbal communication skills to communicate effectively with participants, management, staff, benefits consultants, and the Board of Trustees.

    EDUCATION AND EXPERIENCE

    Bachelor's Degree in accounting, business, or math. Three to five years combined pension administration and supervisory experience is preferred. (Defined Benefit and Defined Contribution Plans, Taft-Hartley Plans a plus). Knowledge of Microsoft Word, & Excel. (Intermediate to Advanced preferred). CEBS or RPA (pension professional designation) preferred.

    PHYSICAL REQUIREMENTS

    Possess manual dexterity sufficient to operate standard office machines.Ability to sit or stand for extended periods of time. Position requires bending, reaching, walking, and lifting of up to 10 lbs.

    STATUS

    Exempt

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