Pension Coordinator (Pleasanton, CA)Summary - The Pension Coordinator calculates retirement benefit estimates, processes applications, communicates with members, reports to Board of Trustees, balances monthly ledger, and processes pension checks. Performs customer service functions. This is a union position.
Pension Coordinator Responsibilities- Sets up files for new applications
- Data entry of new application information
- Determines eligibility for and calculates monthly benefits of members
- Communicates with members through writing & phone calls
- Prepares meeting reports for the Board of Trustees
- Processes pension checks, including the stuffing of envelopes, posting, and printing manual checks
- Regular and predictable attendance is an essential function of this job
Qualifications - Excellent customer service skills
- Be detail oriented with good mathematical and analytical skills
- Be able to work well in a team environment
- Have a customer satisfaction focus and team-oriented style
- Have outstanding interpersonal and communication skills (verbal/written)
- Have proven problem solving ability
- Have good multitasking, organizational, and time management skills
- Be proficient in Excel and Word
Education and/or Experience - High School diploma or GED and some college and/or job-related experience.
Language Skills - Ability to read documents and communicate professionally and clearly.
Mathematical Skills - Ability to apply concepts of basic addition, subtraction, multiplication, and division. Must be able to understand and apply knowledge of decimals, fractions, and percentages.
Reasoning Ability - Can apply common sense to carry out detailed written or verbal instructions.
Work Environment - The position operates in an office/clerical setting, using standard office equipment such as computers, phones, photocopiers, filing cabinets, fax machines, etc. The department can be fast paced. Must be able to multi-task. Must be detailed oriented.
Physical Requirements - This position involves sustained periods of sitting and keyboarding. Some light lifting may also be required.
Work Schedule - Full time. Monday - Friday, 8:00am - 5:00pm. Required in office (no at-home days).
Competitive Benefits Package- Medical/Dental/Vision, with option for dependent coverage
- Flexible spending accounts
- Company-paid basic life/AD&D, short-term disability, long-term disability insurance
- 15 days Paid Time Off during first full calendar year
- 11 paid holidays
- Up to 5 days of paid bereavement leave
- Up to 20 days of paid jury duty leave
- 401(k) with employer match
PayThis is a union position. The current pay for this position $35.43 an hour. The pay rate for this position is determined by the collective bargaining agreement and may be dependent on skills, education, experience and other business factors.
Our CultureBeneSys wants to be a great service provider to the members we serve, and we recognize we can only do that if we are also a great employer with successful employees. In short, our success is driven by our employees' successes. We want to be a place where people want to work, feel proud of what they do and feel fulfilled both professionally and personally. We want to create a place where employees can find long-term growth and potential.
Our culture focuses on three core values:
- Collaboration: working together across 31 locations to achieve the best for the company and our clients
- Dedication: striving to create an environment where all employees work toward a common goal while committing to providing the best customer service to our members and our colleagues
- Integrity: doing what we say we will do. Upholding strong ethical and moral principles
ADA & EEOReasonable accommodations will be made so that qualified individuals with disabilities are able to complete the application process and, if hired, fulfill the essential functions of their job.