Responsibilities

• Process DB benefit payments using basic knowledge of ERISA, taxation, accounting, and tools to perform operational processes.
• Execute changes to DB payments, contact information, taxes, EFT detail, beneficiaries, etc. per participant or client request.
• Review payment related forms to determine if in good order, and process based on knowledge of applicable rules and regulations
• Provide technical assistance to internal partners including Client Consultants, Call Center Team, and the Project Team.

Qualifications

• Bachelor's degree in business or finance field, or equivalent education/experience.
• Strong math and statistical skills
• Good verbal and written communication skills
• Strong organizational and prioritization skills
• Proficiency using MS Word, Excel

Preferred Qualifications

• Experience in the financial, insurance, or retirement industry
• Defined benefit pension knowledge
• Basic understanding of computer programming

Working Conditions

• Office Environment.