Accounts Payable Assistant

JOB DESCRIPTION

Answer telephone calls from participants requesting information on retirement, accrued benefits, possible death benefits, withdrawal benefits and explanation of Plan rules. * Schedule meetings and phone call follow ups between Pension Administrators and participants. * Meet with Pension team regularly to follow up on participant communication. * Research and draft written correspondence regarding pension benefits (e.g., Plan Value Letters, Benefit Confirmation Letters, etc.) * Review (retirement/post-retirement/death) applications for completeness and contact participant/beneficiary if information is missing. * Assist Pension team to coordinate with other departments as necessary. * Coordinate with Authenticity Coordinator and Pension Manager to determine effect of adjustment of contributions on pension benefits. * Assist reconciling reports as directed. * Prepare documents for scanning. * Review and reconcile 1099-R reports. * Regular, reliable and predictable attendance is required. * Ability to accept direction and developmental guidance from supervisor. * Ability to work effectively with individuals at all levels. * Perform other duties as assigned.

REQUIRED SKILLS AND EXPERIENCE

* Strong Excel abilities * Excellent written and oral communication skills * Ability to handle multiple tasks * Highly organized and strong attention to detail and follow up * Analytical and reasoning skills * Ability to work independently