Retirement Services Analyst

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Job Title:

Retirement Services Analyst I –
Full Time in New York, NY, US. Department:
Retirement Services
.

Reports To:

Supervisor, Retirement Services
. Labor Grade: 7. FLSA Status:
Non-Exempt (Local 153). Salary Range:
As established by contract
.

Posting date and other ATS metadata have been removed to focus on the role’s requirements.

Position Summary: Under the supervision of the Retirement Services Supervisor, the Analyst I is responsible for determining pension eligibility and for processing all pension applications and death benefit claims in compliance with plan documents and the law. These applications are inclusive of, but may not be limited to: retirement, death, and disability for all plans.

• Determine pension eligibility in compliance with plan documents for members, spouses and beneficiaries.
• Analyze applications for completeness and accuracy; draft follow-up correspondence as needed; maintain file while application is in process.
• Process pension and death benefit applications in a timely and accurate manner.
• Required minimum distribution calculations.
• Review “prior service” records and conduct research of work history as necessary.
• Support all batch application processes, including the review of calculations and applications.
• Test system updates.
• Complete standardized and one-off written communications.
• Manage banking transactions including stop/reissue of pension payments, reclaims and reconciliations.
• Process ACH transfers.
• Corrections to over payment and underpayment issues.
• Contribute to special projects as assigned by management.

Technical

Skills:

• Detailed knowledge of pension calculations.
• Ability to prioritize work and meet deadlines.
• High level of proficiency in Microsoft Office (Word and Excel).
• Strong math, analytical, problem-solving, and decision-making skills.
• Excellent organizational and prioritizing skills.
• Detail-oriented with the ability to multitask.

Interpersonal

Skills:

• Strong oral and written communication skills.
• Demonstrated customer service orientation.
• Ability to work independently and as part of a team.
• Ability to operate effectively in a fast-paced environment.

Education and/or

Experience:

College graduate. Experience with pension administration preferred.

Reasoning Ability: High

Certificates, Licenses, Registrations: None