Role OverviewOur Retirement Benefit Specialists play an important role in providing retirement benefits to hardworking people in various trade unions. They ensure that participants receive the assistance and benefits they have worked for. The schedule is Monday-Friday, 8:00 AM to 5:00 PM.
What You Will Do
Calculate pension payment amounts, provide benefit estimates, process pension applications, explain pension benefits, and interpret plan documents. Regularly meet with participants to answer questions and communicate with other Fund Professionals.
Why It Might Be a Fit
To perform the job successfully, an individual should demonstrate professionalism, customer service skills, quality, quantity, dependability, attendance/punctuality, adaptability, and communication skills.
Requirements
- Proficient in Microsoft Word and Excel
- Previous experience with retirement plans, including understanding plan document language, experience with pension calculations, and comprehending legal documents
- Experience with Taft-Hartley Funds preferred
Benefits
- Health, and Dental Benefits
- Defined Contribution Annuity Pension Plan
- 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
- Burial Benefit and AD&D Benefits
- Employee Assistance Program, including access to confidential counseling (virtual and in-person)
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