Rock Tavern, NY, 12575, USA
17 hours ago
Pension and Annuity Specialist
**Job Title:** Pension and Annuity Specialist **Location:** Rock Tavern **Salary Range:** $55,000 – $60,000 annually **Schedule:** Mon-Fri 7AM-4PM **Job Summary:** We are seeking a motivated and detail-oriented Pension and Annuity Specialist to join our team. This is a unique role requiring a blend of financial, administrative, and client service skills. While prior pension/annuity experience is highly valued, we are willing to provide training for the right candidate who has a strong foundation in accounting and professional experience. The ideal candidate is reliable, organized, and able to maintain a high level of accuracy while managing sensitive financial information. **Key Responsibilities:** + Process and maintain pension and annuity records in compliance with company policies and regulatory requirements + Assist with benefit calculations, eligibility determinations, and payment processing + Provide support in responding to participant inquiries regarding pension and annuity plans + Collaborate with internal teams and external partners to ensure accurate reporting and documentation + Assist with audits, reconciliations, and preparation of pension-related reports + Maintain confidentiality and ensure compliance with applicable laws and standards + Participate in training and ongoing development to build expertise in pension and annuity administration **Qualifications:** + Bachelor’s degree in Accounting, Finance, Business Administration, or related field preferred + 1–3 years of accounting or financial experience required + Strong attention to detail and organizational skills + Ability to handle sensitive and confidential information with integrity + Excellent written and verbal communication skills + Proficiency with Microsoft Office Suite (Excel, Word, Outlook) + Willingness to learn pension and annuity processes through structured training **What We Offer:** + Competitive salary in the $55K–$60K range + Training and development opportunities for career growth + Supportive team environment **Connect** + **Connect Enabled** No **Pay Details:** $55.00 to $60.00 per year Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable. Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.adecco.com/en-us/candidate-privacy The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: + The California Fair Chance Act + Los Angeles City Fair Chance Ordinance + Los Angeles County Fair Chance Ordinance for Employers + San Francisco Fair Chance Ordinance **Massachusetts Candidates Only:** It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
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