Job Description
Join California's premier state finance team as a Pension Plan Specialist in San Jose. This critical night shift role safeguards retirement futures for thousands of public servants. You'll manage complex pension portfolios, ensure regulatory compliance, and deliver exceptional service to beneficiaries—all while enjoying competitive state benefits and work-life balance. Perfect for detail-oriented finance professionals seeking impactful, stable careers with growth opportunities.
Responsibilities
- Administer and optimize state pension plans ensuring compliance with ERISA and CalPERS regulations
- Process retirement distributions, benefit calculations, and member account adjustments with 99.9% accuracy
- Conduct audits and reconcile pension fund accounts monthly to maintain fiduciary integrity
- Respond to complex beneficiary inquiries within 24 hours during night shift operations
- Collaborate with investment teams to align pension strategies with state fiscal goals
- Generate comprehensive reports for legislative review and stakeholder communications
- Train junior staff on pension administration protocols and compliance updates
Qualifications
- Bachelor's degree in Finance, Accounting, or Public Administration (CPA/CEP preferred)
- 3+ years pension plan administration experience with state/federal government entities
- Advanced proficiency in pension management software (e.g., Oracle HCM, CalPERS systems)
- Expert knowledge of ERISA, IRS 401(k) regulations, and California pension laws
- FINRA Series 65 or 66 license required
- Exceptional analytical skills with attention to financial detail
- Ability to work independently during night shift with minimal supervision
- Strong written communication for preparing complex benefit explanations