Retirement Services Analyst I

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 include, 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.
• Compute required minimum distribution calculations.
• Review prior service record 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.
• Handle all banking transactions including stop/reissue of pension payments, reclaims and reconciliations.
• Process ACH transfers.
• Correct over payment and underpayment issues.
• Assist with special projects as assigned by management.

• Detailed knowledge of pension calculations.
• Ability to prioritize work and meet deadlines.
• High level of proficiency on Microsoft Office programs, including Word and Excel.
• Very strong math, analytical, problem solving and decision-making skills.
• Excellent organizational and prioritizing skills.
• Detail-oriented with strong ability to multitask.

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

College graduate. Experience with pension administration preferred.

High

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