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Finance 🏢 Full Time ⭐️ Verified

Pension Plan Specialist

Santa Clara County Government
San Jose
Estimated Salary
USD 58.000 – USD 72.000
New
Live Update
2 September 2026
Deadline
2 Sep 2027

Job Description

Join our dynamic finance team as an Entry-Level Pension Plan Specialist and contribute to the retirement security of public servants. This role offers comprehensive training in pension administration, compliance, and financial analysis within a supportive government environment. You'll work with cutting-edge systems while ensuring fiduciary responsibility for over $5 billion in public retirement assets. Enjoy competitive benefits, career advancement opportunities, and the satisfaction of serving your community.

Responsibilities

  • Process pension contributions, distributions, and member record updates with precision
  • Assist in annual valuation calculations and compliance reporting for ERISA and CalPERS regulations
  • Respond to member inquiries regarding retirement benefits and plan provisions
  • Collaborate with auditors and external consultants during examinations
  • Support data migration and system upgrades for pension administration software
  • Prepare draft reports for actuarial valuations and investment performance reviews
  • Participate in process improvement initiatives for pension operations

Qualifications

  • Bachelor's degree in Finance, Accounting, Public Administration, or related field
  • 0-2 years of experience in pension administration or benefits administration
  • Proficiency in Microsoft Excel and financial database systems
  • Strong understanding of basic accounting principles and financial reporting
  • Excellent written and verbal communication skills
  • Ability to handle confidential information with discretion and integrity
  • Knowledge of ERISA or CalPERS regulations preferred
  • U.S. citizenship or permanent residency required for government position

Required Skills

Pension Administration Financial Reporting Excel ERISA Compliance CalPERS Public Finance Data Analysis Benefits Administration

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