Retirement Benefits Specialist

Description

Our Retirement Benefit Specialists play an important role in providing retirement benefits to hardworking people in various trade unions. Whether it be a person planning on retiring or an individual that has been retired for some time, our specialists ensure that they receive the assistance and benefits that they have worked so hard for!

The schedule is Monday-Friday, 8:00 AM to 5:00 PM with a compensation of $26.73 per hour.

• Calculate pension payment amounts
• Provide participants with benefit estimates
• Process pension applications
• Explain pension benefits to participants
• Interpret and follow the rules outlined in Plan Documents
• Draft correspondence to participants
• Answer incoming participant calls relating to the Pension Plans
• Regularly meet with participants to answer questions related to their pension benefits, communicate with other Fund Professionals
• Other duties and projects as assigned

• Low Deductible Health, Prescription Drug and Dental Benefits
• Voluntary Vision, Accident, Critical Illness and Pet Insurance
• Flexible Spending Account (FSA)
• 401(k) and Roth 401(k)
• Paid Holidays and Paid time off
• Dependent Care Reimbursement Account
• Life Insurance and AD&D
• Employee Assistance Program, including access to confidential counseling (virtual and in-person)

• Bilingual in both English and Spanish is preferred.
• Proficient in Microsoft Word and Excel.
• Previous experience with retirement plans preferred. This includes understanding plan document language, experience with pension calculations, and comprehending legal documents.
• Experience with Taft-Hartley Funds preferred.
• Travel may be required up to 5%

If you are interested in a retirement benefits role that offers the opportunity to provide first-class customer service to those who have retired, or are preparing for retirement, please consider applying today!