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Finance 🏢 Full Time ⭐️ Verified

Pension Plan Analyst

San Jose Retirement Services
San Jose
Estimated Salary
USD 60.000 – USD 75.000
New
Live Update
29 Juli 2026
Deadline
29 Jul 2027

Job Description

Join San Jose's premier public retirement agency and launch your career in pension administration! We're seeking motivated entry-level professionals to safeguard the financial security of thousands of public servants. This role offers comprehensive benefits, mentorship, and direct impact on community retirement planning.

Our team provides exceptional pension services to San Jose employees, ensuring accurate benefit calculations, compliance with ERISA and CalPERS regulations, and transparent member communications. You'll gain hands-on experience in retirement systems while contributing to public sector financial stability.

Responsibilities

  • Process retirement applications and pension benefit calculations with precision
  • Verify member employment records and contribution history
  • Respond to member inquiries regarding retirement eligibility and benefits
  • Maintain compliance with pension regulations and reporting requirements
  • Assist in annual pension audits and benefit statement distributions
  • Collaborate with HR departments on employee retirement planning
  • Support pension plan data management and record-keeping systems

Qualifications

  • Bachelor's degree in Finance, Accounting, Public Administration, or related field
  • 0-2 years of experience in benefits, pensions, or financial services
  • Proficiency in Microsoft Office Suite (Excel required)
  • Strong attention to detail and numerical accuracy
  • Excellent written and verbal communication skills
  • Ability to handle confidential information with discretion
  • Basic understanding of retirement plan structures (401k, pensions, etc.)
  • Valid California driver's license may be required for occasional travel

Required Skills

Financial Analysis Data Management Regulatory Compliance Customer Service Microsoft Excel Record-Keeping Benefit Administration

Ready to Take This Challenge?

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