Pension Coordinator (Pleasanton, CA)

Responsibilities

• Sets up files for new applications
• Data entry of new application information
• Determines eligibility for and calculates monthly benefits of members
• Communicates with members through writing & phone calls
• Prepares meeting reports for the Board of Trustees
• Processes pension checks, including the stuffing of envelopes, posting, and printing manual checks

Qualifications

• Excellent customer service skills
• Be detail oriented with good mathematical and analytical skills
• Be able to work well in a team environment
• Have a customer satisfaction focus and team-oriented style
• Have outstanding interpersonal and communication skills (verbal/written)
• Have proven problem solving ability
• Have good multitasking, organizational, and time management skills
• Be proficient in Excel and Word

Education and/or Experience

• A high school diploma or GED and some college and/or job-related experience

Work Environment

• The position operates in an office/clerical setting, using standard office equipment such as computers, phones, photocopiers, filing cabinets, fax machines, etc.
• The department can be fast paced.
• Must be able to multi-task.
• Must be detailed oriented.

Physical Requirements

• This position involves sustained periods of sitting and keyboarding.
• Some light lifting may also be required.

Work Schedule

• Full time.
• Monday - Friday, 8:00am - 5:00pm.
• Required in office (no at-home days).

Pay

• This is a union position.
• The current pay for this position $35.43 an hour.
• The pay rate for this position is determined by the collective bargaining agreement and may be dependent on skills, education, experience and other business factors.

Benefits Package

• Medical/Dental/Vision, with option for dependent coverage
• Flexible spending accounts
• Company-paid basic life/AD&D, short-term disability, long-term disability insurance
• 15 days Paid Time Off during first full calendar year
• 11 paid holidays
• Up to 5 days of paid bereavement leave
• Up to 20 days of paid jury duty leave
• 401(k) with employer match

Culture

• BeneSys wants to be a great service provider to the members we serve, and we recognize we can only do that if we are also a great employer with successful employees.
• We want to be a place where people want to work, feel proud of what they do and feel fulfilled both professionally and personally.
• We want to create a place where employees can find long-term growth and potential.
• Our culture focuses on three core values:
• Collaboration: working together across 31 locations to achieve the best for the company and our clients
• Dedication: striving to create an environment where all employees work toward a common goal while committing to providing the best customer service to our members and our colleagues
• Integrity: doing what we say we will do. Upholding strong ethical and moral principles

ADA & EEO

• Reasonable accommodations will be made so that qualified individuals with disabilities are able to complete the application process and, if hired, fulfill the essential functions of their job.