Group Pension Account Specialist
Posted on: May 16, 2022
At Equitable, our power is in our people.
We're individuals from different cultures and backgrounds. Those
differences make us stronger as a team and a force for good in our
communities. Here, you'll work with dynamic individuals, build your
skills, and unleash new ways of working and thinking. Are you ready
to join an organization that will help unlock your potential?
Responsibilities of the position include, but are not limted
Compiling, reconciling, and analyzing data for the Group Pensions
Processes cash flow in/out of the Group Pension client
Provides support to our clients for all plan level requests, such
as audits and explanation of various reports.
Interacts on a regular basis with Operational Accounting, Treasury
and Alliance Bernstein.
Manages client escalations.
Provides quality review/oversite of reconciliation processes.
Manages a series of jobs that produce the Fund and Expense data for
Managing Multiple Priorities: Knowledge of effective
self-management practices; ability to manage multiple concurrent
objectives, projects, groups, or activities, making effective
judgments as to prioritizing and time allocation.
Effective Communications: Understanding of effective communication
concepts, tools and techniques; ability to effectively transmit,
receive, and accurately interpret ideas, information, and needs
through the application of appropriate communication behaviors.
Document Management: Knowledge of document management; ability to
categorize, integrate, update, document and distribute business
information in a secure, effective way.
Knowledge of Organization: Knowledge of the organization's vision,
structure, culture, philosophy, operating principles, values, and
code of ethics; ability to understand the value of aligning
capabilities with business goals to support optimal
Diversity, Equity and Inclusion: Demonstrates a commitment to
Diversity, Equity and Inclusion by treating everyone with respect
and dignity, ensuring all voices are heard and advocating for
College graduate or equivalent experience in customer service,
preferably with a knowledge of pensions.
Outstanding customer service and communication skills.
General accounting and math skills.
Strong attention to detail and accuracy.
Excellent time management skills to meet deadlines.
Ability to maintain a positive, problem-solving approach and spirit
of cooperation in a team environment.
Analytical skills, combined with strong business writing
At Equitable, we're a team of over ten thousand strong; committed
to helping our clients secure their financial well-being so that
they can pursue long and fulfilling lives.
We turn challenges into opportunities by thinking, working, and
leading differently - where everyone is a leader. We encourage
every employee to leverage their unique talents to become a force
for good at Equitable and in their local communities.
We are continuously investing in our people by offering growth,
internal mobility, comprehensive compensation and benefits to
support overall well-being, flexibility, and a culture of
collaboration and teamwork.
We are looking for talented, dedicated, purposeful people who want
to make an impact. Join Equitable and pursue a career with
Equitable is committed to providing equal employment opportunities
to our employees, applicants and candidates based on individual
qualifications, without regard to race, color, religion, gender,
gender identity and expression, age, national origin, mental or
physical disabilities, sexual orientation, veteran status, genetic
information or any other class protected by federal, state and
NOTE: Equitable participates in the E-Verify program.
If reasonable accommodation is needed to participate in the job
application or interview process or to perform the essential job
functions of this position, please contact Human Resources at (212)
314-2211 or email us at TalentAcquisition@equitable.com .
Keywords: Equitable, Syracuse , Group Pension Account Specialist, Accounting, Auditing , Syracuse, New York
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