Assistant Retirement Counselor

4 weeks ago

New York, United States Building Service 32BJ Benefit Funds Full time
Job DescriptionJob DescriptionJob Title : Assistant Retirement Counselor

Labor Grade: 7

Department: Retirement Services

Reports To: Supervisor, Retirement Services

FLSA Status: Local 153—Non-Exempt

Salary Range: As established by contract


Summary: Provide confidential retirement counseling as a Case Manager to active, inactive, disabled and retired members; assist them in understanding benefit calculations, methods of retirement benefits, payments and taxability of retirement income and retiree health benefits

Essential Duties and Responsibilities:

  • Interpret retirement rules, procedures and requirements for 32BJ members
  • Review the accuracy of all processed pension claims
  • Calculate retirement estimates of benefits based on review of work history, evaluation of service credit and salary data; research and analyze personnel data to provide information
  • Ensure required supporting documents are submitted and determine needs for additional information in order to meet requirements
  • Review members eligibility for retiree health benefits
  • Review and authorize detailed earnings from the Social Security Administration
  • Discuss SRSP distribution options
  • Work closely with supervisors in maintaining and reviewing work production
  • When not counseling, work on processing non-counseling pension applications and other Analyst duties including but not limited to Banking procedures (stop payments, check reissues and EFT changes)
  • Perform tasks and special projects as required by management/supervisory staff

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.

  • Minimum of one (1) year experience processing pension claims/calculations or one (1) year customer service experience with pension products
  • Knowledge of some aspects of Pension Fund administration including eligibility requirements and benefit provisions preferred
  • Must demonstrate effective oral and written communication skills
  • Must meet performance standards including attendance and punctuality

Technical Skills:

  • Ability to prioritize work and meet deadlines.
  • A demonstrated capability to manipulate and use multiple software programs simultaneously including Excel, Microsoft Word, and Windows applications.
  • Strong analytical, problem solving and decision-making skills.
  • Excellent organizational and prioritizing skills.
  • Strong ability to multitask
  • Flexibility with work schedule

Interpersonal Skills:

  • Ability to coordinate and work on multiple projects at once
  • Detail oriented with excellent organization skills
  • Good communication skills, both written and verbal
  • Ability to work independently coupled with the ability to work as a member of a fast-paced team.
  • Ability to establish and maintain effective working relationships with project team members, supervisors, and employees from other departments.

Education and /or Experience: College degree preferred or equivalent experience, Call Center experience, Financial or Health Care Customer Service background is a plus.

Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Actively works 100% of the time in Retirement Services environment.

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