Pension Coordinator (Salt Lake City, UT)
Summary - Third Party Administrator is seeking a Pension Coordinator. Experience in the administration of retirement plans, including defined benefit and defined contribution plans, preferred but not required. Spanish as a second language is a plus.
Essential Duties and Responsibilities include but not limited to
- Calculate and perform pension benefit calculations
- Analyze and communicate resolutions to participant inquiries via phone or written correspondence
- Produce and review standard reports, assist with reports, maintain records/files and account reconciliation
- Review incoming forms for completion and accuracy; take appropriate corrective action
- Provide additional support on special projects and other escalated tasks as needed
- Set priorities and activities with direction while seeking to understand reasons for change
- Develop an understanding of our customers, their needs, and how individual work contributes to overall success
- Work with guidance to respond to the needs of customer promptly
- 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
- Regular and predictable attendance is an essential function of this job
Qualifications
- Excellent customer service skills are a must
- 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 - High School diploma or GED and some college and/or job-related experience.
Language Skills - Ability to read documents and communicate professionally and clearly.
Mathematics Skills - Ability to apply concepts of basic addition, subtraction, multiplication, and division. Must be able to understand and apply knowledge of decimals, fractions, and percentages.
Reasoning Ability - Ability to apply common sense to carry out detailed written or verbal instructions.
Work Schedule - Full time. Monday – Friday, 7:30am - 4:00pm. Required in office (No at-home days).
Competitive Benefits and Compensation Package
- Paid Time Off (PTO)
- 15 days of PTO during first full calendar year!
- Medical, dental, vision, and life insurance
- Company-paid basic life, short-term disability, long-term disability, and AD&D insurances
- 401k with employer match
- Tuition reimbursement program
- Career development opportunities
- Referral bonus for all successful full-time referrals
Pay
Hourly rate is $ 24.00. Actual rate dependent on location, skills, education, experience and other business factors.
Our 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. In short, our success is driven by our employees’ successes. 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.