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Finance 🏢 Full Time ⭐️ Verified

Pension Plan Specialist (Entry Level)

New York State Department of Financial Services
New York
Estimated Salary
USD 52.000 – USD 68.000
New
Live Update
12 Oktober 2026
Deadline
12 Okt 2027

Job Description

Join our mission to safeguard public sector retirement futures as an Entry-Level Pension Plan Specialist. In this critical role, you'll support the administration of multi-billion-dollar pension funds for New York's public employees, ensuring compliance with ERISA, IRS, and state regulations while delivering exceptional member services.

Our comprehensive training program equips you with specialized expertise in pension valuation, actuarial principles, and fiduciary oversight. You'll collaborate with cross-functional teams to process retirement applications, analyze contribution data, and prepare regulatory reports – all while building a foundation in public finance that opens doors to advanced career paths in government and financial services.

Responsibilities

  • Process retirement applications and benefit calculations for public sector employees
  • Analyze contribution data and pension fund performance metrics
  • Prepare regulatory compliance reports for federal and state agencies
  • Assist in annual valuations and actuarial studies
  • Respond to member inquiries regarding retirement benefits and eligibility
  • Support fiduciary oversight processes for pension fund investments
  • Document administrative procedures and maintain electronic records

Qualifications

  • Bachelor's degree in Finance, Accounting, Public Administration, or related field
  • Basic knowledge of ERISA, IRS 401(k) regulations, and pension administration principles
  • Proficient in Microsoft Office Suite (Excel, Word, Outlook)
  • Strong analytical skills with attention to numerical accuracy
  • Excellent written and verbal communication abilities
  • Ability to handle confidential data with discretion and integrity
  • U.S. citizenship and ability to obtain federal security clearance
  • 0-2 years of relevant experience (internships or academic projects acceptable)

Required Skills

pension administration financial analysis regulatory compliance data processing Microsoft Excel public finance ERISA retirement planning

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