PENSION/RETIREMENT SERVICES CLERK at Employee Benefits Fund | NY, US | Rezi

PENSION/RETIREMENT SERVICES CLERK at Employee Benefits Fund

PENSION/RETIREMENT SERVICES CLERK

Employee Benefits Fund · NY, US

1 weeks ago

PENSION/RETIREMENT SERVICES CLERK

Employee Benefits Fund · NY, US

9 days ago
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About the Role

The Pension Clerk will perform technical support duties associated with the eligibility/verification of participants’ retirement benefits and the processing of claims. This role will be responsible for creating and maintaining accurate pension records for plan participants.

Responsibilities

  • Accurately enter participant enrollment data into the system.
  • Obtain required documents from participants.
  • Send out documents to participants.
  • Maintain and update records to reflect participant status changes.
  • Compile data for records and reports.
  • Provide excellent customer service to participants either in person or via telephone.
  • Prepare award letters.
  • Assist participants in document completion.
  • File, scan, and organize all pension documents.
  • Provide reception area coverage on a rotating basis.
  • Provide information and answer inquiries from management, the Union (NYHTC), plan participants, and external parties.
  • Generate reports as necessary.
  • Maintain distribution records.

Requirements

  • Minimum of 1 year of pension or retirement services work experience.
  • Ability to work independently, handle routine inquiries, and resolve issues with minimal supervision.
  • Ability to read and analyze Pension Plan rules and regulations.
  • Ability to work under pressure, meet deadlines, and multitask.

Skills

  • Excellent interpersonal and customer service skills.
  • Excellent organizational skills and attention to detail.
  • Proficient Microsoft Office skills (Excel, Word, Outlook).
  • Strong oral and written communication skills.

Location

  • Manhattan

Work Type

  • Full-time

Experience Level

  • 1+ year of experience

Education Level

  • High school diploma or equivalent

Benefits

  • Medical, Dental, Pharmacy and Vision health benefits at no cost to all benefits-eligible employees and their eligible dependents
  • Paid Time Off (Vacation, Personal, Sick days, and 12 paid Holidays)
  • 401(k) Plan
  • Life Insurance
  • Tuition Reimbursement
  • Mental Health Coverage
  • Legal Services Benefit
  • Short Term Disability Benefits

About the Company

  • Health Center Inc. (also known as The New York Hotel Trades Council and Hotel Association of NYC, Inc Employee Benefit Funds) is a NYC based healthcare organization with ambulatory care facilities staffed with a wide range of health professionals to provide extensive medical and diagnostic services.