Pension Benefits Administrator

This is a fully remote position, open to applicants in United States.

📋 Description

• Assess, investigate, and address participant concerns related to eligibility, benefit calculations, plan provisions, tax inquiries, and electronic funds transfer issues.

• Analyze benefit reports, including Business Requirements Documents, and take necessary actions.

• Execute payment arrangements for pension annuities and lump-sum distributions under the guidance of the senior team.

• Conduct research and data analysis to resolve inquiries from participants, clients, and third parties.

• Provide relevant documentation and thorough explanations.

• Gather, evaluate, and communicate pertinent information and documentation to participants and beneficiaries.

• Address customer inquiries, pension verification requests, and form reprint requests.

• Investigate and resolve issues related to missing or incomplete data.

• Collaborate with banking vendors on participant inquiries and service requests.

• Utilize PASS and other systems for pension administration tasks.

• Generate queries and reports to extract, evaluate, and analyze information.

• Participate in projects and additional assignments with guidance from senior team members.

• Work alongside colleagues and leadership to address unusual or complex issues.

• Stay informed about legal and regulatory changes, industry trends, retirement benefits, plan requirements, and Summary Plan Descriptions.

• Perform various duties while adhering to relevant policies, procedures, and quality standards.

⛳️ Requirements

• Must be at least 18 years of age.

• Must be able to successfully complete a criminal background check.

• Excellent verbal and written communication skills.

• Strong attention to detail, organizational abilities, and problem-solving skills.

• Capability to navigate and operate across multiple computer systems and applications.

• Basic proficiency in Microsoft Office, including Excel.

• Ability to manage assigned tasks, adhere to established procedures, and meet deadlines.

• Capacity to work independently and collaboratively in a remote setting.

• Willingness to learn new systems, processes, and responsibilities.

• Must pass an internet speed test with download speeds of 25 Mbps or higher, upload speeds of 5 Mbps or higher, and a ping of 175 ms or less.

• Must have the ability to connect to a modem or router using an Ethernet cable.

• Experience with Microsoft Excel beyond basic functions is preferred.

• Familiarity with SQL, database queries, or reporting tools is preferred.

• Background in pension administration, retirement benefits, financial services, or benefits processing is preferred.

• Experience in researching customer inquiries, reviewing reports, or analyzing data is preferred.

• Knowledge of pension plan provisions, benefit calculations, or retirement plan documentation is preferred.

🏝️ Benefits

• Health insurance coverage.

• Voluntary dental and vision programs.

• Life and disability insurance.

• Retirement savings plan.

• Paid holidays.

• Paid time off (PTO) or vacation and/or sick time.

• Bonus or incentive eligibility based on business needs.

• Remote, work-from-home position.

• Training and support provided.

• Opportunity to develop expertise in pension administration and learn new processes.