What are the responsibilities and job description for the Retirement Representative position at Express Employment Professionals – Seattle, WA?
Retirement Representative Mercer Island, WA 98040
$21.23/hr | Monday–Friday, 9am–5pm
OverviewThis in-training role is designed to develop candidates for pension administration work. Under direct supervision, the position provides administrative support while learning the processes and plans necessary to manage retirement benefits. The role requires attention to detail, strong communication, and the ability to manage multiple tasks in a structured office environment.
Key Responsibilities
$21.23/hr | Monday–Friday, 9am–5pm
OverviewThis in-training role is designed to develop candidates for pension administration work. Under direct supervision, the position provides administrative support while learning the processes and plans necessary to manage retirement benefits. The role requires attention to detail, strong communication, and the ability to manage multiple tasks in a structured office environment.
Key Responsibilities
- Learn and apply knowledge of assigned Plans of benefits, and assist across other workstations as needed
- Maintain and update records for processing retirement benefits
- Compute, research, and evaluate requests for vesting, retirement, death, and vacation benefits
- Conduct personal interviews with plan participants, beneficiaries, or representatives via phone, email, or in person
- Coordinate with internal departments, union representatives, trustees, and other stakeholders
- Learn and apply codes in the Pension database
- Perform routine and semi-routine office duties including correspondence, record-keeping, and suspense cutoff processing
- Multitask across various responsibilities while adhering to deadlines
- Perform additional duties as assigned
- High school diploma or G.E.D
- 3 years general office experience
- Proficient with Microsoft Office and standard office equipment
- Strong interpersonal communication skills, calm and professional demeanor
- Accurate and timely review and editing of documents
- Comfortable using computer and phone systems to perform duties
- 1 year office experience in a TPA or pension environment
- 2 years of college experience in a related field (associate’s degree not required)
- Regular use of written and oral communication skills
- Ability to read, interpret, and analyze data and documents
- Handle highly detailed work on multiple tasks concurrently
- Adaptable to frequent interruptions and work under intensive deadlines
Salary : $21
