Contributions Coordinator Level 1

4 weeks ago

Pleasanton, United States BeneSys, Inc. Full time

**Contributions Coordinator Level 1 (Pleasanton, CA)**

**Summary**

Enters employer contribution reports into the computer and balances to bank statements. Communicates with employers on various issues including discrepancies in their reports and late charges. Prepares various reports relating to employer contributions. This is a union position.

**Essential Duties and Responsibilities **include but not limited to
- Responsible for data entry and monthly balancing of employer contributions in the amount of $1 million from 80 contractors.
- Balance to the bank batch ticket.
- Balance to the daily deposit.
- Balance the days work including comparing data entered with source documents.
- Sort and transfer member self-payments to the contribution balancing logs.
- Rebalance the monthly deposit totals.
- Review and prepare monthly delinquency lists.
- Mail current status letters to employers.
- Review monthly benefit statements for contribution accuracy.
- Review and approve the mailing of the monthly pre-bills to the contractors.
- For the paperless clients, review the monthly CD’s received from the bank to assure correct images are received.
- Copy and mail discrepancy notices, follow-up discrepancy notices with second notices when needed.
- Copy and mail LD notices, follow-up with second notices as needed.
- Prepare and refer unpaid variance and LD notices to legal.
- Enter debit/credit entries discovered during payroll audits.
- Making copies as required.
- Conversion calculations and entering of all incoming reciprocity monies for members working outside their home local.
- Verify all outgoing reciprocity monies for workers who are members of other locals.
- Regular and predictable attendance is an essential function of this job.

**Contribution Coordinator Levels**

Level I - Accounts receivable experience is a plus. Must possess analytical problem solving, solid math and customer service skills. Proficient skills in Microsoft Word, Excel and Outlook. Work well under pressure with inflexible deadlines. 10 key by touch is required. Ability to enter and balance daily payments and reports to the bank receipts on one of the two software platforms (Legacy or BD).

Level II - Must be proficient at all Level I skills. Thorough understanding of entry and balancing on both the Legacy and/or Benefit Driven (BD) BeneSys systems, Liquidated Damage and Variance procedures, tracking and preparation of monthly Delinquency Report. Enter all incoming reciprocity and make entry adjustments with 100% accuracy on both the Legacy and BD systems.

Level III - Must be proficient at all Level I and Level II skills. Thorough understanding of all West Coast plans including collection and audit procedures. Ability to analyze fund documents on new plans and approve that new forms being created by the conversion team are correct based on those fund documents. Ability to upload reciprocity files onto the ERTS, UARS and BAC Remit systems. Setting up of reciprocity on the contractor and employee sides of the system. Maintenance of rates on both the Legacy and BD Systems. Ability to train new employees on policies and procedures of the department.

Unit Leader - Must be proficient at all Level I, Level II and Level III skills. Must possess expert level skills on entry, adjustments and rate maintenance with both the Legacy and BD Systems. Ability to compose complete and concise Helpdesk Tickets on plan changes. Also must be able to follow the created ticket to completion which includes verification and approval of the changes made in the system. Ability to review month end balancing reports and checklist submitted by coordinators and verify the fund is in balance and ready to be closed for month end. Upon your approval you must be able to submit the Month End closing ticket. Must have the ability to trouble shoot balancing problems identified by the accounting department during monthly closing. Must possess expert communication skills (written and verbal) with Plan Professionals.

**Education and/or Experience - **Post High School education or prior related work experience preferred. Strong command of Ten-Key Pad is a must. Knowledge of Excel and Word is necessary.

**Language Skills - **Ability to respond to common inquiries or complaints from employers and financial institutions through speech and writing.

**Mathematical Skills - **Must be able to calculate figures & amounts including rates and percentages from decimals.

**Reasoning Ability - **Must be able to look at a problem logically and figure out the source of the problem using mathematical balancing skills and recollection of repetitive problem sources.

**Work Schedule - **Full time. Monday - Friday, 8:00am - 4:30pm. Required in office (no at-home days).

**Competitive Benefits**
- Medical/Dental/Vision, with option for dependent coverage
- Flexible spending accounts
- Company-paid basic life/AD&D, short-term disability, long-term disability insurance
- 15 days Paid Time Off

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