Pension Analyst Retirement Asst. Manager

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Pension Full Time Regular Clerical Pasadena Office, Pasadena, CA, US

Southern California IBEW-NECA Administrative Corp

Retirement Benefits Analyst I up to Retirement Benefits Assistant Manager

Overview

The Southern California IBEW-NECA Administrative Corporation is searching for an experienced and outstanding Retirement Benefits Analyst I up to Retirement Benefits Assistant Manager
to administer and process the Defined Benefits (DB), Defined Contributions (DC) and Supplemental Unemployment Benefits Plan (SUB) related issues. The ideal candidate must possess a positive, team-oriented attitude who is detailed oriented and has excellent service-related skills.

Responsibilities

• Interacts (in-person/phone) with Plan Participants and Plan Professionals to assist with Defined Benefits (DB), Defined Contributions (DC) and Supplemental Unemployment Benefits Plan (SUB) related issues.
• Process Retirement Benefit applications including review of documents, calculate benefits, track life cycle of applications, prepare correspondence and review reports, including work after retirement, QDROs, death benefits, divorces and Pension estimates.
• Provides guidance to the Retirement Department when preparing and processing benefit applications that may have unusual circumstances and maintains knowledge of changes and/or amendments to the DB, DC and SUB Plans.
• Reviews the work output of the Retirement Department and ensure work is properly distributed among the team.
• Assists the Department Director, Assistant Director, Assistant Administrator and/or Administrator with tasks necessary to meet deadlines and complete complex special projects. Maintains/updates Participant/Retiree records in core system, in an accurate and up-to-date manner. Additional duties may be assigned by the Department Director, as needed.
• Ability to work
  on-site,
  full-time Monday through Friday, 8:00a.m.
  
  -5:00p.m. and may be required to work overtime depending on the departmental needs. Participate in the Department’s activities (i.e. Benefits Fair, Benefit Seminars, Health and Retirement Conferences).

Education

• Bachelor’s degree in business administration, or a closely related field and 4-6 years of professional experience in Retirement Benefits, 401(k) Administration and/or Supplemental Unemployment Benefits, Compliance Administration; or the equivalent to the combination of education and minimum required work-related experience. Experience in Taft-Hartley benefit administration preferred.

Experience & Requirements

• Ability to understand and apply Plan Document and Summary Plan Description language and correctly understand and implement the Plan, as provided by ERISA Co-Counsel, and the Plan Consultants and Trustees.
• Excellent verbal communication and interpersonal skills together with a customer service focus with a professional and respectful approach.
• Must possess strong mathematical, analytical skills and ability to independently make accurate underwriting decisions.
• Must display courtesy, discretion, and understanding in dealing with confidential matters and Participant situations.
• Strong team-player and the ability to function in a multi-task environment on a professional and timely basis.
• Ability to diffuse hostile or irate individuals by making appropriate statements and minimizing argumentation.
• Communicate verbally with Spanish speaking participants preferred, but not required.

Compensation

• Competitive hourly wage rate starting at$43.71 per hour (compensation will be commensurate with experience, skills, education and training).
• Employer…