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Senior Pension Manager - Retirement Plan Services

CBIZ Woodstock Full-Time
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With over 100 offices and nearly 5,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level. CBIZ has been honored to be the recipient of several national recognitions, including 2018 America's Best Mid-Size Employers by Forbes, 2018 Best Workplaces in Consulting & Professional Services by Great Place to Work® and FORTUNE, 2018 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence, and one of the Top 101 highest scoring companies in the country for Best and Brightest Companies to Work For in the Nation by the National Association for Business Resources.
 

CBIZ Retirement Plan Services (CBIZ RPS) is the largest Investment Advisor in the Cleveland, OH area and provides institutional consulting solutions to corporations, public entities, and non-profit organizations.  We primarily consult with companies on their 401(k), 403(b), or defined benefit pension plans, specializing in investment management, investment consulting, as well as compliance and design.  In total, CBIZ RPS consults on approximately $13 billion in assets, and our clients range from large multinational publicly-traded companies to small businesses.

Essential Functions and Primary Duties

  • Responsible for day to day Defined Benefit Pension Plan administration operations for assigned Clients in coordination with internal Shared Services team and Service Center team
  • Administration of normal defined benefit processing such as death cases, disability, retirement and estimate packages, deductions/reimbursements, trustee maintenance (data entry and/or review/approval), client feed maintenance
  • Work directly with Clients and CBIZ Relationship Manager to grow client relationship and provide support with regard to escalations, new projects, operations updates and non-standard requests
  • Manage Benefit Specialists working on the Client Services team
  • Responsible for fostering team-oriented culture
  • Resolve escalations from the Service Center such as plan participant concerns, payroll errors, plan provision questions, and administrative nuances
  • Complete and/or provide final review and oversight of work performed by internal resources such as plan specification documents, benefit calculations, and valuation censuses
  • Work with third-party vendors
  • Attend offsite and onsite client meetings
  • Perform or review complex benefit calculations requiring plan expertise and knowledge of actuarial concepts
  • Responsible for the continuous improvement of processes to increase the efficiency and effectiveness of service to clients
  • Support of Audit functions and respond to auditor questions 
  • Administration of Qualified Domestic Relations Orders
  • Additional responsibilities as assigned

Preferred Qualifications

  • Bachelor’s degree 
  • Experience in building and tracking automated administrative processes using Case Management system(s)
  • Understanding and experience in applying SQL database capabilities to business operations
  • Qualified Pension Administrator (QPA)

Minimum Qualifications

  • High School Diploma or GED  
  • Over six years of DB professional, administration experience
  • Possesses an advanced understanding of industry and professional concepts, principles, practices, and procedures
  • Expert knowledge of pertinent laws, regulations and professional standards
  • Proficient use of applicable technology
  • Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
  • Experience performing work that requires initiative and leadership skills
  • Experience in coaching and teaching others 
  • Ability to contract with and influence leaders in the organization, good at networking, collaboration, and sharing of ideas and successes
  • Strong problem solver with good business analysis skills (e.g. build business cases, develop and implement plans for business cases, ask probative questions to identify requirements)
  • Ability to handle and prioritize multiple simultaneous assignments, manage to critical deadlines, with extraordinary attention to detail
  • Demonstrate an open-minded approach to understanding people regardless of differences; effectively works with people from diverse backgrounds
  • Address conflicts by focusing on the issues at hand to develop effective solutions when disputes or disagreements occur; helps others resolve conflicts by providing impartial mediation when needed
  • Accept full responsibility for self and contribution as a team member
  • Ability to provide technical leadership to staff
  • Ability to travel as necessary
 

Recommended skills

Administration
Maintenance
Attention To Detail
Microsoft Power Point
Microsoft Outlook
Team Working
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With over 100 offices and over 4,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.

We are one of the nation's leading:

  • Accounting Providers
  • Employee Benefits Specialists
  • Property & Casualty Brokerage and Risk Consulting Firms
  • Valuation Firms
  • Retirement Plan Service Providers

CBIZ enables you to dedicate your time to critical business matters by providing custom solutions that help you manage your finances and employees. We offer clients exceptional quality and diverse capabilities in Accounting and Tax, Insurance, Payroll and Human Resources, as well as a suite of specialized consulting services and solutions – all with a single focus: your success.

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