RETIREMENT REP

Position: Retirement Representative 

Job Purpose:

Under the general supervision of the Department Manager and the immediate Supervisor, the Retirement Representative will perform activities related to processing of retirement benefits.

Job Duties:

• Demonstrate knowledge of the Plan of benefits assigned to them and work toward developing an understanding of Plans on other work stations within the Department to assist if necessary
• Maintains and updates all records necessary to process retirement benefits
• Receives, computes, researches and evaluates requests for vesting, retirement, death and/or vacation benefits
• Personal interviewing of Plans participants, beneficiaries or other representatives by telephone, email, and in person
• Coordinates with other departments, Union Representatives, Trustees and other persons as required
• Codes various data for computer processing
• Performs other duties as assigned while able to multi-task

Minimum Qualifications:

• Working knowledge of basic office equipment
• Demonstrated ability to keep calm and positive within all communications
• Demonstrated ability to establish and maintain effective working relationships with internal staff and external clients
• Proven ability to accurately and timely review retirement information and documentation.
• Utilize computer and phone systems to be able to effectively perform the essential functions of the position
• 3 years of office work with 1 year working within Pension Administration Or
• successfully completed internal Retirement Representative Trainee designation and training

Preferred Qualifications:

• Associates degree in related field
• 4 years of experience processing Pensions and plan of benefits

Physical/Mental Requirements:

• The physical and mental demands described here are representative of those that must be met by employees to successfully perform the essential functions of this job.
• While performing the duties of this job, employees are regularly required to use written and oral communication skills; read and interpret data, information and documents; analyze and solve non- routine and complex office administrative problems; use math and mathematical reasoning; observe and interpret situations; learn and apply new information or skills; perform highly detailed work on multiple, concurrent tasks; work under intensive deadlines with frequent interruptions

Work Environment:

• The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Employees work under typical office conditions, and the noise level is usually quiet.
• WPAS is an equal opportunity employer. We celebrate diversity and strive to continually create the most inclusive work environment for all our employees.

For additional information please contact: SanJoseRecruitment@WPAS-inc.com