Job Description
Join San Jose's premier public finance team as an entry-level Pension Plan Administrator Trainee. This is your gateway to a rewarding career in public sector benefits administration, where you'll gain hands-on experience managing retirement plans for thousands of municipal employees. Enjoy competitive compensation, comprehensive benefits, and opportunities for professional growth while serving your community.
As part of the City's Finance Department, you'll work alongside seasoned professionals in a supportive environment dedicated to fiscal responsibility and employee well-being. This role offers structured training and mentorship to develop expertise in pension fund operations, regulatory compliance, and benefit program administration.
Responsibilities
- Process and verify pension enrollment forms, benefit elections, and retirement applications with meticulous attention to detail
- Assist in quarterly pension fund reconciliations and financial reporting to ensure compliance with GASB standards
- Respond to employee and retiree inquiries regarding pension benefits, distribution options, and plan provisions
- Maintain accurate digital and physical records of pension transactions using Oracle Financials system
- Support annual pension plan audits by preparing documentation and coordinating with external auditors
- Collaborate with HR department to resolve employee benefit discrepancies and update pension-related data
- Participate in process improvement initiatives to enhance pension administration efficiency
Qualifications
- Bachelor's degree in Finance, Accounting, Public Administration, or related field (or equivalent experience)
- Basic knowledge of pension plan structures, ERISA regulations, and defined-benefit plans
- Proficiency in Microsoft Office Suite (Excel, Word, Outlook) with intermediate spreadsheet skills
- Strong analytical abilities with demonstrated attention to detail in data processing
- Excellent written and verbal communication skills for interacting with diverse stakeholders
- Ability to maintain confidentiality while handling sensitive employee financial information
- Commitment to public service and ethical standards in financial administration