Job Description
At Smart, our mission is to transform retirement, savings and financial wellbeing, across all generations, around the world.
THE ROLE
The Senior Pension & Retirement Support Specialist serves as a subject-matter expert in pension and retirement processing, delivering high-quality support to members, employers, and internal teams. This role focuses on education, information and guidance only, it does not involve giving financial advice or making recommendations.
Member support may be delivered 1:1, via referrals from the Retirement Solutions Team, or through group member presentations, webinars and workshops.
In addition, Employer engagement aims to inform their internal employee retirement process and pension education.
This role helps members engage with their pension, understand their pension options, retirement processes and key considerations, ensuring they feel confident, informed and supported.
Responsibilities
1. Deliver member presentations and workshops to support account engagement, retirement education, and explain the benefits of Smart Retire
2. Provide clear, accurate information regarding plan provisions, eligibility, benefit options, and administrative processes
3. Track and measure the performance of retirement support services and present the results to internal stakeholders to inform next b...