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Pension Analyst

Chicago, IL · On-site

$50K - $65K/yr

As a subject matter expert and point of contact, provide analytical support, and serve as a data and technical resource for the Pension Department. * Assist in preparing information reporting for ...

New

Bath Spa University

Oversee all monthly payroll & pension processing * Point of escalation for queries * Assist the Manager ensuring processes and statutory requirements are met Payroll & Pensions Assistant Processing ...

Jepsen Investments, Inc.

Pension Analyst

Chicago, IL · On-site

As a subject matter expert and point of contact, provide analytical support, and serve as a data and technical resource for the Pension Department. Assist in preparing information reporting for ...

New

Jepsen Investments, Inc.

Pension Analyst

Chicago, IL · Remote

$50K - $65K/yr

As a subject matter expert and point of contact, provide analytical support, and serve as a data and technical resource for the Pension Department. * Assist in preparing information reporting for ...

New

LGBT Great

... pensions * Assist with developing the practice area services (for example, Experian reviews ... Generous pension scheme (8%) * Core benefits for you including private medical cover, life ...

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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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What are popular job titles related to Pension Assistant jobs?

For Pension Assistant jobs, the most frequently searched job titles are:

Pension Assistant jobs near you
Infographic showing various Pension Assistant job openings in the United States as of September 2026, with employment types broken down into 2% As Needed, 74% Full Time, 21% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution.

Assistant Pension Manager at IAM National Pension Fund Washington DC

Washington, DC • On-site

kozmetickesluzby.vecnakraska.sk - Jobboard
See more jobs at kozmetickesluzby.vecnakraska.sk - Jobboardexternal

$110K - $119K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 10 days ago

Job description

IAM National Pension Fund Assistant Pension Manager Based in Washington, DC

Job Title: Assistant Pension Manager

Location: IAM National Benefit Funds Office, Washington, DC

Employment Type: Full-Time

Salary: $110,000 – $119,000

Job Summary The IAM National Pension Fund is seeking a dedicated and detail-oriented Assistant Pension Manager to support the Pension Department. This role works closely with the Director of Pension to achieve departmental goals, ensure compliance with ERISA and other applicable regulations, and deliver accurate, timely service to participants. The Assistant Manager will provide daily direction and leadership to a team of Pension Analysts and Senior Pension Analysts, focusing on operational efficiency, staff development, and quality assurance.

Essential Duties & Responsibilities Operational Oversight
  • Manage daily workflow and assign work items to analysts in alignment with ERISA rules, Fund policies, and applicable laws.
  • Conduct periodic review of pension files for benefit awards, recalculations, and Qualified Domestic Relations Orders (QDROs) before processing.
  • Review employment verifications, divorce decrees, and other legal documents as required.
  • Oversee preparation of appeal cases for Board of Trustees meetings, including reviewing and revising analyst write-ups.
  • Review and approve payroll, leave requests, and other HR-related items.
  • Monitor departmental metrics to identify risks, workflow gaps, and process improvements.
Quality Control & Reporting
  • Compile and distribute Monthly Accuracy and Work Reports; advise analysts on performance and accuracy rates.
  • Ensure timely and accurate responses to participant, beneficiary, and regulatory inquiries.
  • Review and authorize calculations and documentation related to QDROs, including correspondence with Fund Counsel and actuarial review.
  • Support testing and implementation of Benefit Administration System (BAS) modules with the IT Department to ensure accuracy and efficiency.
Team Leadership & Staff Development
  • Provide coaching, feedback, and ongoing professional development to Pension Analysts.
  • Train staff in the rules of the National Pension Plan and prior/merger Plans.
  • Communicate plan updates, departmental procedures, and Fund-related issues to analysts.
  • Foster collaboration, accountability, and continuous improvement within the team.
Collaboration & Compliance
  • Work with the Executive Director, the Director of Pension, HR Director, Legal Department, and other leaders to address employee relations issues and, when necessary, administer disciplinary actions.
  • Gain and maintain knowledge of collective bargaining agreements affecting pension administration.
  • Collaborate across departments on projects, system enhancements, and process automation.
  • Ensure strict confidentiality of participant and Fund information at all times.

Qualifications and Preferred Attributes Bachelor’s degree preferred, or equivalent combination of some college and relevant pension administration experience. All candidates must possess the following combination of knowledge, skills, and abilities:

  • Experience working with multi-employer pension fund plans required.
  • Demonstrated ability to lead, supervise, and develop staff using goals, metrics, and coaching.
  • Strong knowledge of pension rules, benefit calculations, ERISA, and related regulations.
  • Proven project management skills with the ability to manage competing priorities.
  • Excellent problem-solving, analytical, and decision-making skills.
  • Strong interpersonal, communication (oral and written), and customer service skills.
  • Ability to prepare and lead effective meetings with clear agendas.
  • Proficiency with spreadsheets, reporting, and benefit administration systems.
  • Commitment to confidentiality, integrity, and fiduciary responsibility.
  • Flexibility to work overtime as needed based on departmental workload.
  • This is a Non-Bargaining Unit Management Position.
Benefits
  • Employees at the IAM Benefit Funds Office enjoy:
  • Comprehensive and fully employer-funded health, dental, and vision benefits.
  • Generous vacation and holiday policies.
  • Fully employer-funded defined-benefit pension plan.
  • 401(k) plan with employee participation option.
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