Pension Specialist

Pension Plan Analyst
Plan Administration Division

Foster & Foster is seeking a detail-oriented and motivated professional to join our growing Plan Administration Division. Our team provides high-quality administrative services to public pension plans across the country, with a strong presence in Florida.

What sets us apart is our team-based service model—you won’t be working in a silo. Instead, you’ll collaborate with a dedicated team to deliver accurate, responsive, and high-touch service to our clients.

This role offers a unique opportunity to build expertise in pension administration within a fast-paced, collaborative, and growth-oriented environment.

What You’ll Do

You will play a key role in supporting the day-to-day administration of pension plans, including:

· Serve as a liaison between clients, plan members, and internal teams

· Assist with client meetings, including preparing materials and tracking action items

· Prepare and review retirement and benefit-related forms for accuracy

· Maintain and update electronic member records and plan data

· Support onboarding of new plans, including document setup and organization

· Coordinate with plan professionals to collect and verify data

· Assist with pension benefit processing and member communications

· Collect data for audits and data requests from external partners

· Help implement and maintain the member portal, including assisting members with access and usage

· Collaborate with internal teams to improve processes and ensure consistency

· Participate in peer review of deliverables to uphold accuracy standards

What We’re Looking For

· Strong attention to detail and commitment to accuracy

· Excellent organizational skills and ability to manage multiple priorities

· Strong communication and customer service skills

· Ability to work effectively in a team environment

· Proficiency in Microsoft Office

· Knowledge of defined benefit pension plans is a plus

· Experience with Trello or similar tools is a plus

Qualifications

• 3 years of experience in an administrative, financial services, or professional office environment
• Strong attention to detail with a track record of producing accurate work

Compensation

Annual salary range: $59,000 – $61,000

Benefits

• 20 days PTO annually (accrued monthly)
• Carryover up to 5 days (40 hours) of PTO
• 11 paid holidays
• Health insurance with dependent options
• Employer-funded pension plan
• Optional dental, vision, life, and disability coverage
• Annual company events

Pay: $59,000.00 - $61,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Disability insurance
• Health insurance
• Life insurance
• Paid jury duty
• Paid time off
• Retirement plan
• Vision insurance

Application Question(s):

• Describe a role where you had to manage multiple tasks while ensuring a high level of accuracy. What systems did you use?
• What interests you in working in pension benefit administration?
• Tell us about a time you communicated with a client or external stakeholder to address a question or issue. How did your ensure the communication was clear, accurate, and professional?

Ability to Commute:

• Cape Coral, FL 33904 (Required)

Work Location: In person

Salary : $59,000 - $61,000