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Pension Assistant Jobs in Ohio (NOW HIRING)

Trinity Pension Consultants

Administrative Customer Service

Akron, OH · On-site

$16.25 - $21/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

At Trinity Pension Consultants, our Administrative Customer Service/Distribution Specialists sit at the intersection of customer service, compliance, and math - helping retirement plan participants ...

Trinity Pension Consultants

Administrative Customer Service

Akron, OH · On-site

$16.25 - $21/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Trinity Pension Consultants, Inc., is a leading regional, independent and non\-producing Third\-Party Administration firm located in Akron, Ohio. Trinity collaborates with retirement plan sponsors ...

City of Strongsville, OH

Kitchen Assistant

Strongsville, OH · On-site

$12/hr

  • Medical

  • Dental

  • Vision

  • PTO

To assist in the daily operation of the Recreation & Senior Center full-service kitchen. This ... All City of Strongsville Employees are part of a Defined Pension Benefit Plan, either Ohio Public ...

City of Toledo, OH

Assistant Prosecutor

Toledo, OH · On-site

$64K - $79K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

Assistant Prosecutors handle criminal and traffic cases ranging from disorderly conduct to domestic ... OPERS is a pension plan providing fixed retirement benefits every month based on a formula that ...

W. R. Grace & Co.

  • Medical

  • Life

  • Retirement

Coordinate UK and Belgium bonus-to-pension processes. * Support Swiss retiree insurance reimbursement processes. * Assist with employee benefit communications and benefit booklet updates. Regional ...

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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.

What are the most commonly searched types of Pension jobs in Ohio?

The most popular types of Pension jobs in Ohio are:

What are popular job titles related to Pension Assistant jobs in Ohio?

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

What job categories do people searching Pension Assistant jobs in Ohio look for?

The top searched job categories for Pension Assistant jobs in Ohio are:

What cities in Ohio are hiring for Pension Assistant jobs?

Cities in Ohio with the most Pension Assistant job openings:

Pension Assistant jobs near you
Infographic showing various Pension Assistant job openings in Ohio as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 16% Part Time, 1% Temporary, and 4% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution.

Administrative Customer Service

Trinity Pension Consultants

Akron, OH • On-site

$16.25 - $21/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 15 days ago

Job description


Do you love solving puzzles, following a process to the letter, and being the person people count on to get it right? At Trinity Pension Consultants, our Administrative Customer Service/Distribution Specialists sit at the intersection of customer service, compliance, and math - helping retirement plan participants access their money accurately and on time. If that sounds like your kind of challenge, we want to meet you.
Who We Are
Trinity Pension Consultants, Inc. is a leading regional, independent, non-producing Third-Party Administration firm based in Akron, Ohio. We partner with retirement plan sponsors and their financial professionals to deliver top-tier administration and compliance solutions for employer-sponsored retirement plans - and we're growing.
What You'll Do
•Be the friendly, knowledgeable voice participants and investment providers count on for distribution and loan requests - communicating clearly, accurately, and courteously every time.
•Dig into regulations and plan documents, verify participant data, and apply plan provisions to calculate vested balances and available distribution/loan amounts.
•Put your math skills to work running the calculations that determine whether a request is permissible - and get it right the first time.
•Prepare investment company distribution and loan forms, keep transactions moving on schedule, and accurately bill for participant distributions.
•Become the go-to expert on Trinity's systems (Pension Pro, our Distribution Portal, Excel tracking, and more) and on every qualified plan distribution and loan option out there.
•Jump in on cross-departmental support and special projects - we're a team, and we roll up our sleeves together.
Requirements
Must-Haves
•Live in (or be ready to relocate to) Northeast Ohio.
•High school diploma required; Bachelor's degree in a related field preferred.
•Prior experience with qualified retirement plans is a big plus.
•Proficient in MS Office (Word, Excel, Outlook).
•Sharp attention to detail, strong multitasking and prioritizing skills, and a head for numbers.
•Willingness to complete ASPPA's Retirement Plan Fundamentals and NIPA Loan Administrator Courses.
Benefits
Why You'll Want to Stay
•Real work on real problems - we do things the right way and keep improving.
•A true-partner mindset, with our clients and with each other.
•A culture that promotes from within - when we say upward mobility, we mean it.
•A team that genuinely wants to hear your ideas, not just your output.
What We Offer
•Salary based on experience
•Paid Time Off (PTO), plus the option to purchase more
•401(k) retirement plan
•Medical, Dental, Vision, and H.S.A. - effective Day 1
•Life Insurance, LTD, and STD
•Summer Fridays
Ready to Join Us?
If this sounds like your next career move, hit apply - our quick application takes about 5 minutes, and your information goes straight to our hiring team.
Trinity Pension Consultants provides equal employment opportunity to all qualified applicants without regard to race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, veteran status, disability, or any other protected class under federal, state, or local law.
At this time, we are unable to sponsor immigration or work authorization for this role, now or in the future.

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