Benefits Technician (Nashville, TN)

The Benefits Technician is a career-track position, potentially leading to a consultant role. The Benefits Technician supports senior staff in all practice areas of the firm while learning about the design, operation, and regulations governing both defined contribution and defined benefit retirement plans.

Job Responsibilities
Perform routine tasks and procedures under general supervision
Inspect work to ensure completion before turning it in for review
Work directly with clients and plan participants, assisting in the administration of benefit plans
Communicate effectively with clients and partners to facilitate day to day operations
Escalate clients' needs, concerns, and ideas to consultants / team leaders
Identify areas for client service improvement and support consultants to implement process changes
Perform work efficiently to attain individual billing and realization rate goals, which directly affect the profitability of the firm

Typical Tasks
Collect, scrub, analyze, and process large data files using a variety of software
Perform standard calculations such as benefit payments, contribution amounts, and earnings calculations
Prepare government filings such as Forms 1099-R, 5330, 5500, and 8955-SSA
Respond to participant inquiries regarding plan provisions and distribution status
Reconcile all work products
Prepare client reports and participant statements

Core Competencies
Basic knowledge of finance and accounting principles
Strong analytical and mathematical skills with an emphasis on problem solving
Intermediate Microsoft Office skills, particularly in Excel and/or Access
Ability to meet deadlines with the highest degree of accuracy
Excellent verbal, written, and interpersonal skills
Strong organizational and problem solving skills with the ability to track multiple tasks and issues, set goals, and prioritize tasks in a fast-paced environment

Education and Experience
Bachelor's degree, preferably in Business, Mathematics, Finance, or related;
or 1+ year of work experience in employee benefits, financial services, accounting, or a related field, and
demonstrated record of success in academics and/or on the job

To Apply
Submit your resume online at

Print Position Description

Bryan, Pendleton, Swats & McAllister, LLC (BPS&M),a Findley Davies company, is an independent consulting firm specializing in employee benefits and human resources strategy. We help clients make critical decisions about employee pay, benefits, and change management to align their human resources strategy with organizational objectives. For more than 45 years, BPS&M and Findley Davies have provided strategic counsel to help organizations navigate the changing benefits landscape and successfully manage workforce issues. Together, we serve more than 1,800 clients nationwide through our eight offices located in Illinois, Kentucky, Mississippi, North Carolina, Ohio, and Tennessee.