unionjobs.com

Sheet Metal Workers National Benefits Fund
 

Pension Analyst

Based in Fairfax, VA

 

POSITION SUMMARY:
The Pension Analyst performs all aspects of processing retirement applications and inquiries for pension benefits independently.  The functions include set-up through completion and storage of files.  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. 
  • Handle daily departmental mail and provide telephone relief.
  • Work on various projects as needed.
  • Assist team members and cover for another employee due to absence or increased workload.
  • Perform additional assigned responsibilities required to support Operations.

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.

Please email resume and cover letter, with hourly rate requirements to kbruck@smwnbf.org.

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