Pension Fund Representative

Responsibilities

· Set-up and maintain files for all active, terminated vested and non-vested participants in assigned facilities.

· Collect and process changes to data for all active, retired and terminated participants.

· Collect all necessary enrollments and documents from participants to complete their pension file.

· Initiate employment/wage inquires with facilities and/or Social Security Administration.

· Determine participant’s eligibility for pension benefits, using data collected from participants, payroll and human resource staff at participating facilities, Collective Bargaining Agreements and social security records.

· Knowledge of the Plan that allows for accurate, effective answers to participant questions, verbally and in writing.

· Responsible for explaining the benefit and retirement processes to participants and assist in completion of all required forms.

· Research and follow-up on employment, wage and pension credit discrepancies until a resolution is determined. This is done by verbal and written correspondence with participants, facility personnel and union personnel.

· Update and maintain pension participant records in the BASYS system.

· Work with the Welfare Fund Membership Department regarding changes on active members participating in both Funds.

· Meet with members at employer work sites to enroll members and provide pension fund education.

· Assist in development of workflows and documentation of procedures for training manual.

· Assist in resolution of system problems identified by Pension or Welfare Fund staff.

· Write up issues for team discussions and as possible input to presentations for a legal opinion from Fund Attorney or Plan Actuary.

· Responsible for ad hoc projects and other duties as assigned by the Pension Fund Manager.

Requirements

· Associates Degree, or equivalent related experience required.

· A willingness to learn and increase knowledge of employee pension fund plans

· Expertise in Microsoft Office; Excel, Word

· Excellent written and verbal communication skills

· Must have high ethical standards and high level of interpersonal skills to handle sensitive and confidential situations.

· Must be able to interact and communicate with participants and Fund staff at all levels in a professional manner.

· Must be able to adapt to ongoing administrative, plan and regulatory changes under the direction of the Pension Manager.

· Must be detail oriented, flexible and able to work independently.

· Must be able to work overtime, as needed, during first quarter (Jan-March)

Job Type: Full-time

Pay: From $26.65 per hour

Benefits:

• 401(k)
• Dental insurance
• Disability insurance
• Employee assistance program
• Health insurance
• Life insurance
• Paid time off
• Retirement plan
• Tuition reimbursement
• Vision insurance

Schedule:

• Monday to Friday

Application Question(s):

• Would you rate your Excel skills at Intermediate to Advanced?

Experience:

• Pension: 1 year (Preferred)

Ability to Commute:

• Hartford, CT 06106 (Required)

Ability to Relocate:

• Hartford, CT 06106: Relocate before starting work (Required)

Work Location: In person

Salary : $27