Pension Administrator Resume Sample
Alyson Reinger
5001 Williamson Mill,
Los Angeles,
CA
+1 (555) 836 1968
Work Experience
Pension Administrator
07/2016
-
PRESENT
Houston, TX
- Calculate routine benefit calculations on retirement and termination
- Prepare routine termination and retirement packages for mailings
- Analyze returned election forms and prepare routine correspondence when necessary
- Preparation of all plan administration, calculations and reporting requirements
- Update daily and annual data for plan records as directed
- Support of routine operational administrative processes and deliverables
- Learn to interpret pension plan texts and applicable legislation
Senior Pension Administrator
07/2012
-
01/2016
Los Angeles, CA
- Support of audit functions
- Maintenance of electronic and paper client records
- Calculate/peer review and authorize benefit entitlements on retirement, termination and death
- Manage ongoing administrative operations and deliverables for client account team
- Support year-end processing of plan records, including the reconciliation of plan participants and contributions
- Preparation and review of annual pension statements
- Conducts pension calculations as part of system and review processes
- Attend client meetings in support of administration outsourcing services
Junior Pension Administrator
09/2005
-
03/2012
Los Angeles, CA
- Support service center administration with participant research, feedback, training and administration support
- Liaise with third-party vendors, as applicable
- Excellent organisational and multitasking skills with ability to work under pressure. Proactive, flexible approach to work
- Systems knowledge: Excellent Microsoft Office skills (Word, Excel and Outlook). Experience of using pension scheme administration systems, testing calculations and output
- Up to date knowledge of pensions legislation and impact on pension calculations and practices
- Awareness of internal checks and controls that are necessary to ensure compliance with pensions legislation
- Recognition of complex cases and when these need to be referred to the Team Leader or Pensions Administration Manager
Education
University of Phoenix - Taylorsville Learning Center
2000 - 2005
Bachelor's Degree in Business
Professional Skills
- Intermediate level computer/software skills/experience, including Microsoft Office applications
- Excellent communication skills and proactive approach to problem solving
- Excellent communication, organization, presentation and negotiation skills
- Strong numerical skills; ability to do Manual Calculations
- Having to work to a high accuracy level, showing attention to detail, using numeracy skills and supporting quality management
- Some people leader skills (confidence in providing feedback and conducting peer reviews)
- Prioritise, manage your time effectively and work to strict deadlines while remaining adaptable to varying demands in workloads
How to write Pension Administrator Resume
Pension Administrator role is responsible for interpersonal, microsoft, basic, training, database, analysis, reporting, design, travel, administration.
To write great resume for pension administrator job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Pension Administrator Resume
The section contact information is important in your pension administrator resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Pension Administrator Resume
The section work experience is an essential part of your pension administrator resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous pension administrator responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular pension administrator position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Pension Administrator resume experience can include:
- Good IT skills including Microsoft Excel
- Solid understanding of recordkeeping software; Relius experience desired
- Effectively presents information and responds to questions from internal and external clients
- Prioritising work to ensure service level agreements are maintained
- Experience programming using Visual Basic for Applications (VBA)
- Experience with administering defined benefit pension plans
Education on a Pension Administrator Resume
Make sure to make education a priority on your pension administrator resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your pension administrator experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Pension Administrator Resume
When listing skills on your pension administrator resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical pension administrator skills:
- Good communication skills with both internal and external stakeholders; strike a good relationship balance with colleagues and clients
- Good skills in basic "debit and credit" accounting, financial and tax analysis
- Demonstrate an ability to use pension support and workflow management systems effectively
- Good interpersonal and communication skills, ability to deal with members at all levels
- Strong IT skills, particularly in Microsoft Word and Excel
- Good oral and written communication skills and ability to work in a team environment
List of Typical Experience For a Pension Administrator Resume
1
Experience For Senior Pension Administrator Resume
- No previous pensions experience would be required it would an advantage
- Challenge the activities inside and outside the team in order to improve the customer experience
- Including Mathematics and English Language grade C and above
- Calculate estimated and final retirement benefits for Emerson’s defined benefit pension plan participant
- Carrying out pension administration tasks and calculations accurately and in accordance with internal processes and company policies, adhering to procedures and standards regarding work and conduct
2
Experience For Reward & Pension Administrator Resume
- Management of pensioner payrolls, pension increases and ensure the annual notification of the lifetime allowance used is notified to pensioners in a timely manner
- Management of trustee bank accounts including reconciliation and cashflow
- Management of investment of contributions
- Monitoring transactional activity for Tariff and Fixed fee clients and ensuring regular financial information provided to billing manager to ensure work is invoiced in line with the administration client service agreement accurately and in a timely manner
- Assisting team members as required and provide support to Team Leader including deputising in their absence
- Day to day client responsibility, under guidance
- Prepares financial statements for plans
- Accurately enters plan specifications into Relius
3
Experience For Junior Pension Administrator Resume
- Analyzes plan and determines eligibility and allocation requirements
- Performs analysis of Census Verification Report
- Performs compliance and non-discrimination tests for all plans. Performs additional tests for 401(k) plans
- Communicates with clients via e-mail, phone, or in person as necessary
- Prepares Employee Benefit Information Returns (Form 5500) for client plans as required
- Assists with plan distributions to plan participants
4
Experience For Pension Administrator, Mercer Services Resume
- Write and analyze reports, business correspondence, and procedure manuals
- Physical demands include the ability to lift up to 20 pounds, sit for long periods of time and the use of a desktop computer
- Liaison with group pension insurers to ensure delivery of service in appropriate timescales
- Provide assistance with preparation of client Governance Reports
- Provide assistance with preparation of client presentations
5
Experience For Pension Administrator Partnership Change Team Resume
- Prepares required governmental filings for assigned qualified plans
- Balances plans and prepares annual plan valuations based on information provided by plan sponsors on a balance forward basis. Notifies client of any balancing issues, any required contributions and maximum deductible contribution amounts
- Instructs plan sponsors and agents on safe harbor correction methods for plan failures and calculates amounts for corrective distributions and/or required plan contributions
- Explains provisions of plan document, including any amendments to plan sponsors and agents. Provides information on how this affects the plan and its participants. Provides consultation regarding plan design and operations for Defined Contribution plans
- Consults with sales team on technical issues with plan design for Defined Contribution plans. Provides input to management and sales team on current industry developments
- Three to five years of experience in defined benefits pension administration
- Understand, build, maintain and enhance customer relationships to improve delivery of the customer experience and to ensure we treat customers fairly. (TCF)
6
Experience For Pension Administrator Intern Resume
- Defined Benefit (DB) Pensions administration experience
- Provides guidance to Pension Administrator I and Pension Administrator II regarding acceptable consultative recommendations for Defined Contribution plans
- Assists plan sponsors and agents with day-to-day administration of plan. Provides available distribution amounts and assistance with determining participant eligibility and provides other information required for daily plan operations
- Requests information necessary to provide plan valuation and annual testing and prepares government forms prior to the end of the plan year. Applies required follow-up procedures to obtain necessary information and invoice payment
- Guides plan sponsors and agents through the proper process when terminating a qualified plan
- Provide technical assistance by responding to client service requests
- Promotes the value of Lafayette Life products within qualified plans
7
Experience For Group Pension Administrator Resume
- Manage the work associated with your own portfolio of schemes
- Deal with member, client, and internally generated queries
- Management of all AVC arrangements
- Act as a coach and provide timely feedback to peers
- Act as a leader and peer review your colleagues work and guide them along the way
8
Experience For Senior DC Pension Administrator Resume
- Processing of new business applications within service and compliance standards. Following processes and recommending improvements to deal with clients efficiently and cost effectively
- Assist with identifying how we can improve client profitability or new business opportunities for the Consultants to follow up. We'd love to hear your ideas
- Plan the calendar for deliverables
- Execute complex tasks (e.g.: flexible plans, executive plans, hybrid plans)
- Process customer requests such as Quotes, changes to personal details and nominations
- Ensure accuracy and quality of data input
- Work towards performance metrics in a KPI driven environment
- Assist with the production of client reports and pension review
- Provide administrative support to senior Pension Administration team members
9
Experience For Pension Administrator Resume
- Process forms and administer general client service activities
- Accurately record own time spent, in accordance with standard procedures
- Customer service background is essential ideally within a commercial business environment
- Administrating and providing analytical support to consultants and clients, in respect of group based pension schemes to ensure the retention and development of clients
- Providing quality support to clients, who are made up of companies, trustees and participating employees, with regard to the transactional elements of their scheme/portfolio, in line with the Mercer Code of Professional Conduct
- Perform pensions calculations, enter pensions data and answer enquiries to the required standard using automated and non-automated manual/system processes across a wide range of member or scheme events
10
Experience For Senior Pension Administrator Resume
- Adhere to Quality Management Systems and comply with pensions and initiatives, for example, Treating Customers Fairly (TCF)
- Support and assist the management team where required in all aspects of service delivery and business support for example, ad hoc projects, auditing, etc
- Support the team in operational service delivery in accordance with legislation, policy conditions, business rules and procedures and within the legislative / regulatory framework
- Provide excellent customer service to all clients, members and third parties in line with service level agreements
- Promote and participate in good team communications and teamwork
- Checking calculations, processes and completing all tasks in line with current work procedures
List of Typical Skills For a Pension Administrator Resume
1
Skills For Senior Pension Administrator Resume
- Ideally experience working within Pension Administration, desirably with Defined Benefit pension plans
- Excellent working knowledge of MS Excel & Word
- Retirement industry experience that includes the following
- Deal with changing priorities in a calm and controlled way
- Prioritise workload, keeping to deadlines and disclosure requirements
2
Skills For Reward & Pension Administrator Resume
- Experience administering Defined Contribution pension schemes
- The ability to demonstrate adherence to compliance guidelines – complying with regulatory policies
- Professional / General Management - Understand the need for various codes of professional ethics and standards as promulgated by the PMI. Good time management
- Support less experienced members in the team
- ) pension administration experience
3
Skills For Junior Pension Administrator Resume
- A good team-player who is proactive, enthusiastic and self-motivated
- Relevant DB and DC experience
- Good technical knowledge and familiar with UK Pensions legislation
- Work to deadlines and ability to prioritise workload
- Defined Benefits and/or Defined Contribution experience
- Defined benefits experience would be advantageous
- Life/pensions administration experience
4
Skills For Pension Administrator, Mercer Services Resume
- Employee benefits experience
- Previous pensions experience is essential (either DB or DC)
- Attention to detail, highly numerate and a good communicator
- Coaching and supervising less experienced administrators
- Coaching, training or mentoring other members of staff and sharing best practice with wider team members
- Mentoring subordinates and identifying training needs to ensure staff achieve their full potential
- Taking a risk based approach when checking work
- Taking inbound telephone enquiries delivering customer service excellence with a professional telephone manner
5
Skills For Pension Administrator Partnership Change Team Resume
- Reaching a resolution within reason ensuring all matters have been fully addressed
- Converting Client’s paper documents into scanned images and then allocating scanned images to member records on the Pensions Administration system
- Performing and issuing pension calculations
- Assisting the consultant/account manager with any documentation they require with carrying out their responsibilities
- Ensuring time sheets and goal setting are completed in a timely manner
6
Skills For Pension Administrator Intern Resume
- Willing to take on new tasks
- Challenging yet friendly and diverse work environment
- Ensuring client work is processed in timely manner and within target dates
- Dealing with non-standard client/member queries
- Understanding of plan design and composition of qualified plan documents
- Checking and authorising other administrators’ work
7
Skills For Group Pension Administrator Resume
- To be responsible for checking calculations and processes as required and completing all tasks using best practice
- Confidence in providing feedback and conducting peer reviews
- Assists as needed with developing Firm procedures relating to client services
- Travel to other offices 5-10% of the time for client meetings, training, including some overnights
- Liaise closely with the client and the internal teams managing their requests for information
- To create and maintain consistent and accurate scheme records using the appropriate systems
8
Skills For Senior DC Pension Administrator Resume
- Be well organised and capable of working to tight deadlines
- Work to strict deadlines and able to be adaptable to varying demands in workloads
- Exposure to a wide range of clients ensuring a varied work load
- Time spent within a pension administration specific role & a sound understanding of Defined Benefitpension schemes
- Respond to clients and contacts in relation to the administration and servicing of their pension accounts
- Calculate estimated and final retirement benefits for Emerson’s defined benefit pension plan participants, including qualified and non-qualified benefits
- Collects and reconciles all plan information regarding investment statements
- Assists with Pension Division’s marketing activities as requested
- Quickly learn new software systems, including Relius
9
Skills For Pension Administrator Resume
- Assistance in the retention and development of existing clients
- Liaise with the specialist teams to ensure delivery of core items of work e.g. renewals team, leaver processing teams and member helpline team
- Process and manage monetary transactions as required including contribution receipts / investments
- ASPPA QKA or equivalent designation
- Plan and organize own workload
- Answer queries by telephone, letter and email
- Information Technology - Computer literate in the use of Office Systems, e.g. Microsoft Office for word processing, spreadsheets, database and presentations. Time recording and charging to clients
- ASPPA QKA or equivalent designation within 2 years of hire
- Complete a number of regular activities, including the processing and distribution of reports, preparation and analysing of data files and the collation of statistical information
10
Skills For Senior Pension Administrator Resume
- Assess the impact of changes to the existing services and review existing processes to help deliver these changes seamlessly and within the agreed timescales
- Both support and manage projects from inception to delivery; drafting IT specifications and test scripts; completing system and process testing and communicating the impact of changes to all stakeholders
- Utilise knowledge and skills to fully understand the existing systems and processes, providing proactive support to management and helping drive efficiency and performance improvements
- Work towards overall goals of the team in completing administration tasks and achieving excellent customer service in line with procedural and Service Level requirements
- Provide optimum levels of customer service to clients in terms of quality cost and time
- Identify and report risks and breaches immediately to line management and/or the Operational Risk & Compliance Department
- Regularly review the effectiveness and efficiency of existing systems and controls and make suggestions to continually enhance service delivery, improve processes and reduce potential complaints and business risks
List of Typical Responsibilities For a Pension Administrator Resume
1
Responsibilities For Senior Pension Administrator Resume
- Progress towards Professional Pensions Qualification
- Sound technical knowledge/familiar with UK Pensions legislation
- Well-versed in Microsoft Word, Excel and Outlook
- Multi-tasked and detail-minded; process-oriented with focus on efficiency and accuracy
- Accuracy and great attention to detail
- Demonstrate the following competencies: strong analytical and organization skills, thoroughness, attention to detail, excellent written and oral communication skills, ability to work in teams, selfreliance, resourcefulness
- Preferably educated to GSCE level
2
Responsibilities For Reward & Pension Administrator Resume
- Sound technical knowledge/familiar with Pensions legislation
- Work to deadlines and deal with variances in workload
- Proficient with MS-Office software programs and expert knowledge of Microsoft Excel
- Visual Basic for Applications is an asset
- GSCE completion in mathematics and English (grade C and above)
3
Responsibilities For Junior Pension Administrator Resume
- Knowledge of Defined Contribution pension schemes, PRSA, Pension Authority and Revenue requirements
- Be enthusiastic ambitious self starter
- Build and maintain meaningful relationships with all colleagues and clients
- Numerate Ability to work in a team
- Process, collect and input data and information as delegated
- Able to work independently and as a member of a team with minimal supervision on assigned projects to generate accurate and efficient solutions
- Development and maintenance of Excel based pension administration calculation tools
4
Responsibilities For Pension Administrator, Mercer Services Resume
- Have in-depth pension knowledge to cover DB/DC and schemes
- Create and maintain consistent and accurate scheme records and events
- Provide optimum service delivery on all aspects of the Defined Contribution administration - Processing monthly contributions, lifestyling and individual trades
- Work within set Key Performance Indicators and quality standards and make every effort to achieve these
- Support the team with operational service delivery in accordance with legislation, policy conditions, business processes and within the legislative/regulatory framework
- Lead by example and demonstrate a flexible approach to work at all times - remaining adaptable to the varying demands and workloads while ensuring tasks are completed within agreed deadlines
5
Responsibilities For Pension Administrator Partnership Change Team Resume
- Adhere to Quality management Systems and comply with pensions and FCA regulations and initiatives, for example, Treating Customers Fairly (TCF)
- Understand client requirements and make every effort to ensure key performance indicators and quality standards are met by the team
- Review other team members’ work as directed by the Administration Manager
- Make any necessary adjustments to pensions in payments, as required by the rules of the Fund
- Knowledge of Defined Contribution pension schemes – specifically knowledge about pension scheme set up, monthly contribution processing and annual renewal processing
- Knowledge of Pension and Revenue requirements is preferable but not essential
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