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Pension Coordinator (Bridgeton, MO)
$70k-90k (estimate)
Full Time | Investment Management
2 Months Ago
BeneSys, Inc. is Hiring a Pension Coordinator (Bridgeton, MO) Near Bridgeton, MO
Pension Coordinator (Hollenberg,MO)
SUMMARY :
Calculates retirement benefit estimates, processes applications, communicates with members, prepare reports for Board of Trustees, balances monthly ledgers, and processes pension checks. Performs customer service functions; full time
RESPONSIBILITIES:
- Set up files for new applications
- Data entry of new application information
- Determine eligibility for and accurately calculate benefits payable to members or their beneficiaries.
- Professionally, timely and effectively communicate with members in writing and by telephone.
- Prepare meeting reports for the Board of Trustees
- Process benefit checks, including the stuffing of envelopes, posting, and printing manual checks.
- Review and process Qualified Domestic Relations Orders (QDROs) in accordance with procedures.
- Consult with Legal Counsel and Actuary for the Pension Fund when appropriate.
- Assist with all year-end processes pertaining to the Pension Fund, to include auditing of Form 1099.
- Assist with responding to requests and inquiries during the annual audit of the Pension Fund.
- Maintain an organized filing system of all retiree and beneficiary documents.
- Assist with updating and maintaining documented procedures for all required processes.
- Communicate with appropriate internal accountant to ensure adequate funding of the Plan prior to issuing benefit payments.
- Elevate all concerns or discrepancies to the Office Supervisor or Regional Operations Manager.
QUALIFICATIONS :
- Excellent customer service skills are a must.
- Ability to read and interpret documents and communicate professionally and effectively.
- Ability to apply concepts of basic addition, subtraction, multiplication, and division. Must be able to understand and apply knowledge of decimals, fractions, and percentages.
- Must be proficient in Microsoft applications to include Word, Excel and Outlook.
- Must be able to comfortably adapt to a variety of data bases.
- Ability to apply common sense to carry out detailed written or verbal instructions.
Work Schedule
Full time, Monday - Friday 7:30am - 4:30pm.
Competitive Benefits & Compensation Package
- Paid Time Off (PTO)
- 15 days of PTO during the next calendar year!
- Medical, dental, vision, and life insurance
- Company paid short term disability, long term disability, and AD&D insurance
- 401k with employer match
- Tuition reimbursement program
- Paid training
- Career development opportunities
- Referral bonus for all full-time referrals
- Competitive wages
- Annual opportunities for increases and bonuses
Pay
Pay commensurate with education and experience.
COVID-19 Considerations
- Masks are required by all employees and clients
- Daily sanitation procedures in place
- Daily check-in program with rigorous contact tracing
Our Culture
BeneSys wants to be a great service provider to the members we serve, and we recognize we can only do that if we are also a great employer with successful employees. In short, our success is driven by our employees’ successes. We want to be a place people want to work, feel proud of what they do and feel fulfilled both professionally and personally; creating a place where employees can find long-term growth and potential.
Our culture focuses on three core values:
- Collaboration: working together across 31 locations to achieve the best for the company and our clients.
- Dedication: striving to create an environment where all employees work toward a common goal while committing to providing the best customer service to our members and our colleagues.
- Integrity: doing what we say we will do. Upholding strong ethical and moral principles
ADA & EEO
PM21
Job Summary
JOB TYPE
Full Time
INDUSTRY
Investment Management
SALARY
$70k-90k (estimate)
POST DATE
03/14/2023
EXPIRATION DATE
06/11/2024
WEBSITE
benesysinc.com
HEADQUARTERS
TROY, MI
SIZE
100 - 200
FOUNDED
1979
TYPE
Private
REVENUE
$10M - $50M
INDUSTRY
Investment Management
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About BeneSys, Inc.
BeneSys provides administration and information technology services to trust funds.
Show more
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