Benefit Services Analyst at Bolton Partners Inc

Towson, Maryland, United States -

Full Time

Start Date

Immediate

Expiry Date

03 Jun, 26

Salary

55000.0

Posted On

05 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Data Entry, Data Validation, Customer Service, Retirement Plan Administration, Microsoft Excel, Adobe Acrobat, Communication, Data Accuracy, Task Prioritization, Confidentiality, Compliance Procedures

Industry

Financial Services

Description

Description Towson, MD | Full-Time Salary Range: $45,000 – $55,000 Bolton is seeking a detail-oriented Benefit Services Analyst to join our Retirement Services team. In this role, you will support the administration of retirement plans by maintaining accurate participant data, assisting with benefit-related inquiries, and helping ensure high standards of service and compliance. This is a great opportunity for someone who enjoys working with data, solving problems, and supporting clients and plan participants in a fast-paced professional environment. What You'll Do Perform high-volume, detail-oriented data entry related to retirement plan administration. Convert and validate data between Adobe (PDF) and Microsoft Excel to ensure accuracy and formatting integrity. Respond to participant inquiries by phone and email with professionalism and clarity. Provide Service Center coverage, documenting interactions and following established procedures. Track tasks, timelines, and updates within internal systems and escalate issues when needed. Contribute to team goals related to quality, timeliness, and customer service. Maintain confidentiality of participant data and follow compliance procedures. Requirements What We're Looking For 1+ year of experience in data entry, customer service, service center operations, and/or administrative support. Strong proficiency in Microsoft Excel (sorting, filtering, basic formulas) and Adobe Acrobat. Excellent written and verbal communication skills. Strong attention to detail and commitment to data accuracy. Ability to prioritize tasks and manage multiple assignments in a deadline-driven environment. Self-motivated with a strong sense of accountability for work quality and timeliness. Nice to Have Familiarity with retirement plan filings such as Form 5500 (Schedules MB or SB). Additional Information Because this role supports pension plan administration, candidates must be able to successfully complete required background screening associated with Pension Benefit Guaranty Corporation (PBGC) related work. Our firm offers a collegial work environment, opportunities for professional growth, and a generous benefits package, including family health, vision, and dental benefits; employer-paid disability and life insurance benefits; a 401(k) plan with match after 6 months of employment; vacation and sick leave; paid holidays; hybrid telework arrangements; and monthly fitness stipends. Bolton is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.

Responsibilities

The analyst will support retirement plan administration by performing high-volume, detail-oriented data entry, converting and validating data between PDF and Excel, and responding professionally to participant inquiries via phone and email. This role also involves providing Service Center coverage, tracking tasks, and ensuring data confidentiality and compliance.