Retirement Services Analyst I
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At a glance
Job overview
32BJ Benefit Funds is hiring a Retirement Services Analyst I. The Retirement Services Analyst I determines pension eligibility and processes pension applications and death benefit claims in compliance with Plan documents and the law. This role involves analyzing applications for completeness and accuracy, drafting follow-up correspondence, and maintaining files. The analyst also handles required minimum distribution calculations, reviews prior service records, and conducts research of work history.
Key focus areas include Determine pension eligibility in compliance with plan documents for members, spouses and beneficiaries, Analyze applications for completeness and accuracy, and Draft follow-up correspondence as needed.
Successful candidates bring College Graduate. Important skills include Pension Calculations, Prioritize Work, Meet Deadlines, Microsoft Word, Excel, and Math.
Skills & qualifications
Skills
Qualifications
Full job description
Full Time
Full Time
New York, NY, US
Salary Range: $61,724.12 To $64,026.84 Annually
Job Title: Retirement Services Analyst I
Labor Grade: 7
Department: Retirement Services
Reports To: Supervisor, Retirement Services
FLSA Status: Non-Exempt (Local 153)
Salary Range: As established by contract
Posting Date: 5/10/21
Position Summary: Under the supervision of the Retirement Services Supervisor, the Analyst I is responsible for determining pension eligibility and for processing all pension applications and death benefit claims in compliance with Plan documents and the law. These applications are inclusive of, but may not be limited to: retirement, death, and disability for all plans.
Essential Duties and Responsibilities:
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Determine pension eligibility in compliance with plan documents for members, spouses and beneficiaries.
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Analyze applications for completeness and accuracy; draft follow-up correspondence as needed; maintain file while application is in process.
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Process pension and death benefit applications in a timely and accurate manner.
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Required minimum distribution calculations
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Review “prior service” record and conduct research of work history as necessary.
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Supporting all batch application processes, including the review of calculations and applications
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Test system updates.
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Complete standardized and one-off written communications.
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All banking transactions including, stop/reissue of pension payments, , reclaims and reconciliations.
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Process ACH transfers
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Corrections to overpayment and underpayment issues
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Special projects as assigned by management.
Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or ability required.
Technical Skills:
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Detailed Knowledge of pension calculations.
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Ability to prioritize work and meet deadlines.
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High level of proficiency on Microsoft office programs, including Word and Excel.
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Very strong math, analytical, problem solving and decisions-making skills.
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Excellent organizational and prioritizing skills.
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Detailed oriented with strong ability to multitask.
Interpersonal Skills:
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Strong oral and written interpersonal skills.
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Demonstrated customer service orientation.
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Ability to work both independently and as a team player.
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Ability to effectively operate in a fast -paced work environment.
Education and/or Experience: College graduate. Experience with pension administration preferred.
Reasoning Ability: High
Certificates, Licenses, Registrations: None
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