Pension Specialist

Strategic Benefits Advisors, Inc. is a 30-employee Atlanta based benefits consulting firm focused on solving benefits-related problems for mid-size and large organizations. Located in Peachtree Corners, Georgia, SBA was founded in 2002 to provide strategic and tactical consulting and other value-added services related to employee benefits plans such as pension and 401(k) plans. We provide our employees with competitive pay and a wide range of benefits.

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We are seeking energetic, positive and self-motivated individuals with a high degree of customer service and analytical skills for our pension administration team. This Pension Specialist position includes:

• Assisting pension participants in the plans of various companies with their retirement process from initiation of retirement to beginning their payments
• Answering calls and providing a high degree of personalized customer service for pension participants
• Assisting participants with resolving issues with their data or in making changes to their data due to various life events
• Following up with participants and retirees to make sure any of their issues or changes are fully resolved and they are fully satisfied
• Preparing outgoing correspondence to participants and retirees
• Reviewing and processing incoming retirement paperwork and other correspondence received back from participants
• Following up with participants for any missing information to ensure completeness in a timely manner
• Researching and responding to requests from client contacts
• Performing tasks within a recordkeeping system necessary for the administration of pension plans, including data updates, dashboard reports, and reconciliation of monthly payments
• Setting up pension payments for new retirees or making necessary changes to their payments
• Performing other tasks within our company to support other consulting projects for clients

A successful candidate must:

• Be very dependable to clients and team members and is punctual
• Have good listening skills
• Enjoy talking to and assisting people including older individuals
• Accurately discern what participants are trying to convey
• Be detail oriented about data and financial information
• Have strong analytical and problem-solving skills
• Have good time management skills
• Desire to accurately execute and complete tasks in a timely manner
• Have an aptitude for complex concepts and an ability to master multiple systems
• Be a positive, energetic, self-motivated team player
• Be eager to learn
• Have good computer skills for Word and Excel at a minimum and quick to learn new software
• College degree a plus, but not required
• Previous pension plan administration is a plus, but not required

Please note that this position is not a remote position; employees must come to the office daily.