Retirement Analyst, Fidelity Workplace Consulting

Fidelity(1 month ago)

HybridFull TimeSenior$67,000 - $127,000Workplace Consulting - Center of Excellence (Back Office Administration)

About this role

A Retirement Analyst on the Center of Excellence Back Office Administration Team administers defined benefit pension plans for Fidelity clients and their participants. The role focuses on ensuring accurate benefit calculations, processing pension transactions, and supporting plan sponsors, participants, beneficiaries, and third parties. The position sits within Fidelity Workplace Consulting and supports plan implementations, corporate actions, and ongoing plan administration.

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Required Skills

Pension Administration
Defined Benefit
Calculations
Data Analysis
Excel
Disbursements
Client Communication
Problem Solving
Testing
Mentoring

Qualifications

Bachelor's Degree

About Fidelity

fidelity.com

Fidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.

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