General Summary:

The Pension Analyst is an entry-level role that entails providing administration and analytical support to senior staff while learning about the design, operations, and regulations governing defined benefit plans.

Essential Duties and Responsibilities:

• Interpret pension plan documents and general pension regulations
• Process and manage pension requests (calculations, data inquiries and/or updates, etc.)
• Reconcile participant data questions
• Assist with periodic data and processing projects
• Communicate with coworkers, trustees, and clients to resolve processing discrepancies in a timely manner
• Keep managers apprised of project work and on-going workflow logs
• Have proactive involvement with clients

Specific/Individual Core Competencies:

• Time management & organizational skills
• Analytical skills with an emphasis on problem solving
• Track multiple tasks and case resolution
• Verbal and written communication skills
• Understand and analyze participant data records
• Intermediate skill level in Microsoft Office (i.e., Outlook, Excel, etc.)
• Work independently and in group atmosphere

Education:

• Bachelor's Degree

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.

Job ID:

28168