Job Description
Join San Jose's Finance Department as a Pension Plan Specialist and play a pivotal role in managing the city's retirement benefits programs. This urgent hiring opportunity offers competitive compensation, comprehensive benefits, and the chance to serve our community. We seek a detail-oriented professional with expertise in pension administration, compliance, and financial analysis.
Responsibilities
- Administer pension plans including retirement, disability, and survivor benefits
- Ensure compliance with ERISA, IRS regulations, and CalPERS requirements
- Analyze financial data to forecast funding obligations and recommend adjustments
- Process benefit applications and respond to participant inquiries
- Prepare quarterly and annual reports for stakeholders
- Collaborate with auditors and legal counsel on compliance matters
- Develop educational materials for plan participants
Qualifications
- Bachelor's degree in Finance, Accounting, Public Administration, or related field
- 5+ years of pension plan administration experience
- Strong knowledge of ERISA, IRS 401(k)/403(b) regulations
- Advanced proficiency in Excel and pension administration software
- Excellent analytical and problem-solving skills
- Ability to manage confidential information with discretion
- Valid California driver's license
- CPA or CFA designation preferred