Results-driven Pension and Contributions Specialist at Wespath Benefits and Investments, adept in data analysis and financial reporting. Successfully managed disbursement accuracy and vendor relationships, ensuring timely processing and reconciliation of over 200 loan accounts. Recognized for analytical problem-solving skills and maintaining confidentiality in handling sensitive participant data.
Overview
16
16
years of professional experience
Work History
Pension and Contributions Specialist
Wespath Benefits and Investments
Glenview, USA
12.2008 - 04.2025
Resolved high-level participant issues regarding eligibility, contributions, and distributions through phone and email channels, enhancing participant satisfaction.
Processed monthly payments and applied funds, ensuring accurate posting to general ledger and reconciliation with billing statements, supporting financial integrity.
Managed the end-to-end accounts payable process for pension disbursements including monthly retirement payments, vendor invoices, and expense reimbursements.
Liaised for loan inquiries, streamlining communication between participants and relevant departments.
Assisted with pension plan audits by providing accurate data to internal and external auditors.
Conducted monthly balance analysis for over 200+ loan accounts ensuring accuracy and timely reporting.
Maintained strict confidentiality of sensitive participant financial and personal data.
Participated in cross-functional projects supporting strategic initiatives including writing test cases, system testing and training.