Required Skills & Experience
* Strong Excel abilities
* Excellent written and oral communication skills
* Ability to handle multiple tasks
* Highly organized and strong attention to detail and follow up
* Analytical and reasoning skills
* Ability to work independently
Job Description
* Answer telephone calls from participants requesting information on retirement, accrued benefits, possible death benefits, withdrawal benefits and explanation of Plan rules.
* Schedule meetings and phone call follow ups between Pension Administrators and participants.
* Meet with Pension team regularly to follow up on participant communication.
* Research and draft written correspondence regarding pension benefits (e.g., Plan Value Letters, Benefit Confirmation Letters, etc.)
* Review (retirement/post-retirement/death) applications for completeness and contact participant/beneficiary if information is missing.
* Assist Pension team to coordinate with other departments as necessary.
* Coordinate with Authenticity Coordinator and Pension Manager to determine effect of adjustment of contributions on pension benefits.
* Assist reconciling reports as directed.
* Prepare documents for scanning.
* Review and reconcile 1099-R reports.
* Regular, reliable and predictable attendance is required.
* Ability to accept direction and developmental guidance from supervisor.
* Ability to work effectively with individuals at all levels.
* Perform other duties as assigned.
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Employees in this role will enjoy a comprehensive benefits package starting on day one of
employment, including options for medical, dental, and vision insurance. Eligibility to enroll in
the 401(k) retirement plan begins after 90 days of employment. Additionally, employees in this
role will have access to paid sick leave and other paid time off benefits as required under the
applicable law of the worksite location.
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