Processes financial and retirement-plan administration activities, including loans, distributions, census, trust accounting, packaging, Form 5500, valuation imports, and reconciliations. Reviews processes, maintains productivity and quality targets, identifies issues, escalates problems, and supports team training, strategy, and progress monitoring. Requires accurate high-volume processing, analytical and problem-solving skills, Excel knowledge, adaptability, and flexibility for day or night shifts.

Leads actuarial operations and large teams supporting pension services. Responsibilities include client escalation management, operational strategy, workflow and staffing oversight, reporting, budgeting, process improvement, regulatory compliance, technology innovation, talent development, and delivery quality. Requires deep U.S. pension actuarial expertise, knowledge of ERISA, IRS, PBGC, ASC 715, and GASB standards, plus proficiency with actuarial and analytics tools.