Job Description. Pension Specialist. An established national brokerage is seeking an experienced Pension Specialist to join its team in Nassau County, New York. This role offers the opportunity to support a high-performing benefits department within one of the largest insurance brokerages in the country. Key Responsibilities. Reconcile client broker statements. Manipulate and analyze client data in Excel. Process enrollments, loan requests, and d...
Hybrid 3-4 Days in Office. location- Uniondale, NY. Full time. Our Pension Specialist will be a part of our growing team in our Uniondale office. This is a hybrid opportunity requiring onsite, in-office presence approximately 2 to 3 days per week. Transmission of client communications which includes the annual data request package, annual reports, regulatory updates, annual participant fee disclosures and updates to plan fund menus for our client...
Title: Pension Specialist Department: Associated Administrators Position Type: Non-Exempt Hours per Week: 40 Position Summary The Pension Specialist performs technical and administrative duties associated with the processing and verification of participants' retirement benefit inquiries and applications in accordance with Company policies, regulatory requirements, and plan guidelines. "Has minimum necessary access to Protected Health Information ...
Title. Pension Specialist. Department. Associated Administrators. Position Type. Non-Exempt. Hours per Week. 40. Position. Summary. The Pension Specialist performs technical and administrative duties associated with the processing and verification of participants' retirement benefit inquiries and applications in accordance with Company policies, regulatory requirements, and plan guidelines. "Has minimum necessary access to Protected Health Inform...
