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Sheet Metal Workers National Pension Fund


Pension Analyst

Based in Fairfax, VA


Position:
The Pension Analyst will perform all aspects of processing retirement applications and inquiries for pension benefits independently. The functions include set-up through completion. The Pension Analyst is part of a team environment and will be cross trained in Billing and CBA areas to create a well-rounded understanding of the Plan operations.

Essential Functions:

  • Perform retirement benefit computations and verifications. Must effectively interpret the Plan to develop clear, accurate benefit calculation or determination of denial of benefits.
  • Communicate the terms of the Plan effectively.
  • Prepare and verify retirement election forms and notifications as well as compose correspondence.
  • Prepare timely responses to legal disclosures and documents to participants, counsel and regulatory authorities.
  • Prepare participant appeals and other materials for review.
  • Accurately transfer data from outside sources to pension files.

Education, Experience, and Skills Required:

  • Bachelor’s degree or equivalent experience with a multi-employer, Taft-Hartley, defined benefit plan.
  • Proven track record of exceptional performance in providing professional customer service.
  • Ability to communicate effectively, both orally and in writing.
  • Strong verbal and interpersonal skills.
  • Able to work independently and within a team environment.
  • Able to handle multiple tasks and prioritize responsibilities while paying special attention to detail.
  • Demonstrates strong analytical and problem solving skills.
  • Strong mathematical aptitude.
  • Able to use office equipment such as computer terminal, PC, printer, copier, calculator, scanner, fax machine and multi-extension telephone.
  • Proficient in all Microsoft Office applications.

To apply for this position:
If you are interested in applying for this position, please send a cover letter, resume, salary history and relevant references to Kristin Bruck, Human Resources Manager, at kbruck@smwnbf.org.

WHEN APPLYING: Be sure to indicate that you saw this information at UNIONJOBS.COM.