Retirement Specialist

The ideal candidate will have strong experience in numerical processing, benefits calculations, and account reviews and a proven ability to deliver accurate pension benefit determinations, meet deadlines, and handle confidential member information.

Responsibilities:

• Perform retirement account reviews across all funds.
• Process retirement benefit calculations and recalculations based on updated member information.
• Set up benefit recipients in the processing system.
• Handle simple service credit inquiries.
• Process plan-to-plan service transfers.
• Conduct initial death reviews and terminate accounts as appropriate.
• Prepare monthly disability and continuing education correspondence to verify eligibility for benefits.
• Perform other duties as assigned.

Required Skills & Qualifications:

• Proficient oral and written communication skills for internal and external customers.
• Strong organization skills to manage workflow, set priorities, and meet deadlines.
• Proficient knowledge of Microsoft Word, Excel, and Outlook.
• High school diploma or equivalent.

Preferred Skills:

• Background in pension plan administration.
• Experience working with numbers in banking, loans, or similar financial environments.

Core Competencies:

• Communication.
• Adaptability.
• Integrity and ethics.
• Organization.
• Confidentiality.

Role Logistics:

• Interview process: Virtual interview followed by in-person.
• Work arrangement: 100% on-site.
• Maximum bill rate: $28.68.
• Global ID required prior to confirmed interview.