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Pension Specialist

Robert Half - New York City, NY

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Job Description

Description We are looking for a Pension Specialist to join our team in New York, New York, for a Contract to permanent position. In this role, you will focus on managing pension accounts, ensuring compliance with retirement plan provisions, and processing contributions with accuracy and attention to detail. This position is ideal for someone who thrives in a structured environment and has experience in employee benefits or pension plan administration. Responsibilities: u2022 Accurately allocate retirement premium payments to member accounts and investigate discrepancies in employer contributions. u2022 Process new enrollment applications, compensation updates, rollovers, terminations, and provide historical payment information to employers. u2022 Conduct audits and analyses to ensure retirement plans meet eligibility and compliance standards. u2022 Adjust accounts to resolve past discrepancies and reconcile daily and monthly premium transmissions. u2022 Review unallocated employer payments and invoices to identify and address mismatches. u2022 Collaborate with the Legal & Compliance and Sales teams to onboard new employers and address compliance needs. u2022 Manage delinquent accounts and research lost participants, reallocating funds to suspense accounts as necessary. u2022 Assist in the preparation and distribution of monthly invoices and maintain communication with record keepers and vendors. u2022 Provide backup support for team members and handle other duties as assigned. Requirements u2022 Bacheloru2019s degree in accounting, business, or a related field. u2022 Minimum of two yearsu2019 experience in employee benefits processing or pension plan administration. u2022 Strong analytical skills with proven ability to identify and solve complex issues. u2022 Keen attention to detail and excellent organizational skills to manage multiple tasks and meet deadlines. u2022 Solid interpersonal skills to collaborate effectively with internal teams and external stakeholders. u2022 High level of dependability, punctuality, and confidentiality in handling sensitive information. u2022 Proficiency in Microsoft Excel and Office Suite; familiarity with Ariel system and Lotus Notes is a plus. u2022 Experience in religious or nonprofit organizations is preferred but not required. Robert Half is the worldu2019s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. u00a9 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking u201cApply Now,u201d youu2019re agreeing to Robert Halfu2019s Terms of Use (.

Created: 2025-10-09

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