Pension Specialist

Key Duties And Responsibilities

• Processes retirement benefit applications; verifies the accuracy of information, researches or investigates past service, related credits, and insurance deductions.
• Responds to inquiries from participants, beneficiaries, and union representatives regarding retirement benefits.
• Determines benefit eligibility and requests necessary documentation from unions, employers, and the Social Security Administration to expedite processing.
• Initiates and prepares correspondence to participants, beneficiaries, employers, and others regarding general account information, retirement benefit history, and monthly retirement benefits.
• Performs data entry and corrections to update members' information.
• Updates retirement data in appropriate information systems.
• Affords assistance with special projects as requested by management.
• Performs other duties as assigned.

Minimum Qualifications

• A high school diploma or GED.
• Six months experience working in a professional environment.
• A highly developed sense of integrity and commitment to customer satisfaction.
• The ability to read, analyze, and interpret general business materials, technical procedures, benefit plans, and regulations.
• The ability to communicate clearly and professionally, both verbally and in writing.
• A solid understanding of discretion and the appropriate handling of sensitive information.
• Solid organization skills with an attention to detail.
• The ability to calculate figures and amounts such as discounts, interest, proportions, and percentages.
• Computer proficiency including MS Office tools and applications.

Preferred Qualifications

• Bilingual English and Spanish, based on location needs.
• Prior retirement plan administration experience.