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Senior Specialist, Pension Administration
Marsh McLennan. Lead the Calculations and Special Projects team and influence Business and Client Services success and growth .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in pension administration, project management, and client relationship management, with a strong focus on data analysis and problem-solving. Proficient in managing complex projects, ensuring compliance with government regulations, and effectively communicating with clients and internal teams.
Highest-signal resume keywords
Pension AdministrationProject ManagementClient Relationship ManagementData AnalysisMS Excel
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Pension CalculationsData ManagementDatabase SpecificationsData CleanupBenefit CalculationsQDROs409ARMDsAccess-Based Calculation CheckersAnalytical Skills
Soft Skills
Problem SolvingCommunication SkillsTime ManagementStrategic SolutionsClient Management
Tools & Technologies
MS ExcelMS AccessMS Word
Industry Keywords
Defined Benefit AdministrationIRS CodePlan TerminationData ProjectsGovernment Regulations
About the role
Key responsibilities & impact- Lead the Calculations and Special Projects team and influence Business and Client Services success and growth
- Lead special pension administration projects, including serving as data manager for plan termination projects
- Assist with pension calculations and review plan documents and calculation tools related to special projects
- Act as primary contact with clients and Marsh consultants
- Lead pension calculation, data, and risk transfer projects as Project Manager
- Serve as point of contact to clients, administration and processing teams
- Manage special project tasks, budgets, client-agreement terms, and out-of-scope work
- Lead and attend team and project calls
- Communicate across internal and external teams
- Oversee, monitor, and review data projects for plan terminations
- Identify critical data elements for cleanup and plan termination projects
- Develop data requests based on plan provisions
- Draft database specifications for data imports and extracts
- Analyze missing-data findings and impact
- Track and update data corrections from various sources
- Assess downstream impacts of data updates and missing elements
- Reconcile populations at key project points
- Calculate and review qualified and non-qualified benefits, including QDROs, 409A, employee contributions, late retirement increases, and RMDs
- Develop and maintain Access- or Excel-based calculation checkers
Requirements
What you’ll need- Bachelor’s degree preferred
- 5-7 years of experience in defined benefit administration
- Prior experience with project management and client relationship management
- Strong proficiency with MS Excel and Word
- Proficiency in MS Access desired
- Excellent problem solving and analytical skills
- Proven ability to identify, research, follow up and resolve issues or problems encountered through project work
- Excellent oral and written communication skills
- Ability to work on multiple projects simultaneously and prioritize time effectively
- Ability to handle difficult client situations and derive strategic solutions
- Knowledge of current government regulations/IRS Code
Benefits
Comp & perks- Excellent benefits
- Dynamic culture
- Growth/advancement opportunity
- Work-life balance
- Health and welfare benefits
- Tuition assistance
- 401K savings
- Other retirement programs
- Employee assistance programs
- Performance-based incentives may be available