Pension Specialist

Description We are looking for a Pension Specialist to join a non-profit organization in New York, New York in a contract capacity with the potential to become permanent. This position supports the administration of retirement contributions and pension-related records for participating employers and members, with a strong focus on accuracy, compliance, and timely processing. The ideal candidate brings experience in benefits or pension operations and is comfortable researching discrepancies, reconciling accounts, and coordinating with internal and external partners.

Responsibilities:

• Administer retirement contribution activity by posting employer premium payments to member accounts and investigating variances between submitted amounts and billed totals.

• Process pension-related transactions such as new enrollments, compensation updates, rollovers, terminations, and employer account inquiries while maintaining accurate records.

• Evaluate retirement plan participation details to confirm eligibility and alignment with plan provisions through routine review and account analysis.

• Resolve account issues by making corrections to prior transactions and clearing outstanding discrepancies with supporting documentation.

• Examine unapplied payments and related billing records to determine why remittances do not align with invoices and take appropriate follow-up action.

• Partner with compliance, legal, and business development teams to support the setup and onboarding of new participating employers.

• Monitor overdue employer accounts, follow up on delinquencies, and assist with efforts to maintain current payment status.

• Perform daily and monthly reconciliations of premium transmissions, assist with invoice preparation, and coordinate with recordkeeping partners and vendors as needed. Requirements • Bachelor’s degree in Accounting, Business, or a related field.

• At least 2 years of experience in employee benefits administration, pension processing, or similar financial operations.

• Strong background in financial reconciliation, account reconciliation, and transaction review.

• High level of accuracy with excellent analytical, problem-solving, and follow-through skills.

• Ability to manage multiple priorities, meet deadlines, and maintain quality in a detail-focused environment.

• Proficiency with Microsoft Excel and other Microsoft Office applications; additional experience with pension or recordkeeping systems is preferred.

• Strong interpersonal skills with the ability to work effectively with internal teams, external partners, and employer contacts.

• Commitment to confidentiality and careful handling of sensitive employer and member information.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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