Retirement Services Analyst I

About the role

The Analyst I will determine pension eligibility and process pension and death benefit claims in compliance with plan documents and the law.

Responsibilities

• Determine pension eligibility in compliance with plan documents for members, spouses and beneficiaries.
• Analyze applications for completeness and accuracy; draft follow-up correspondence as needed; maintain file while application is in process.
• Process pension and death benefit applications in a timely and accurate manner.
• Review “prior service” record and conduct research of work history as necessary.
• Supporting all batch application processes, including the review of calculations and applications.
• Test system updates.
• Complete standardized and one-off written communications.
• All banking transactions including, stop/reissue of pension payments, reclaims and reconciliations.
• Process ACH transfers.
• Corrects to overpayment and underpayment issues.
• Special projects as assigned by management.

Qualifications

• College graduate.
• Experience with pension administration preferred.
• High level of proficiency on Microsoft office programs, including Word and Excel.
• Very strong math, analytical, problem solving and decisions-making skills.
• Excellent organizational and prioritizing skills.
• Strong oral and written interpersonal skills.
• Customer service orientation.
• Ability to work both independently and as a team player.
• Ability to effectively operate in a fast-paced work environment.