Pension Benefits Administrator

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

📋 Description

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

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

• Execute payment setups for pension annuities and lump-sum payments under the guidance of a senior team member.

• Conduct research and data analysis to resolve inquiries from participants, clients, and third-party entities.

• Provide supporting documentation along with comprehensive explanations.

• Gather, assess, and relay pertinent information and documentation to plan participants and beneficiaries.

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

• Investigate and resolve issues concerning missing or incomplete data.

• Collaborate with banking vendors to assist with participant inquiries and service requests.

• Utilize PASS and other relevant systems for pension administration tasks.

• Generate queries and reports to collect, review, and analyze data.

• Contribute to projects and additional assignments with direction from senior team members.

• Work in partnership with colleagues and leadership to solve unusual or complex challenges.

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

• Perform other assigned tasks while adhering to applicable policies, procedures, and quality standards.

⛳️ Requirements

• Must be at least 18 years old.

• Must successfully pass a criminal background check.

• Excellent verbal and written communication abilities.

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

• Proficient in navigating and utilizing multiple computer systems and applications.

• Basic proficiency in Microsoft Office, particularly Excel.

• Ability to manage assigned responsibilities, follow established procedures, and meet deadlines.

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

• Openness to learning 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 lower.

• Must be capable of connecting to a modem or router via Ethernet cable.

• Preferred: Experience with Microsoft Excel beyond basic functionalities.

• Preferred: Familiarity with SQL, database queries, or reporting tools.

• Preferred: Background in pension administration, retirement benefits, financial services, or benefits processing.

• Preferred: Experience in researching customer inquiries, reviewing reports, or analyzing data.

• Preferred: Knowledge of pension plan provisions, benefit calculations, or retirement plan documentation.

🏝️ 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.

• Potential bonus or incentive based on business needs.

• Remote, work-from-home position.

• Training and support provided.

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