Job description
Pension Clerical - Assistant I (Las Vegas, NV)
Summary: Must have general math skills, office skills, and experience on phones, and display excellent customer service. Must be extremely organized and have a positive attitude; must be proficient in Microsoft Word, Excel, and Outlook; must have basic knowledge of the functions in Legacy and BenefitDriven. Must know and follow department procedures and; must meet minimum service standards as set by the company.
Essential Duties and Responsibilities include the following. Other duties may be assigned.
- Receive and distribute department mail.
- Screen phone calls.
- Mail requested forms.
- Manage databases and records for various pension plans.
- File daily correspondence, create new application folders.
- Add new records to the system.
- Review pension application forms and verify information submitted; mail incomplete applications back, highlighting necessary information for completion.
- Mail application acknowledgment letters.
- Request verification of past employment from previous employers.
- Enter Pension DB/DC application status updates in BeneDriven in comment section to keep progress updated in system.
- Enter Pension DB/DC application data into Pension Transaction Log, making particular comments on the status of application.
- Process Direct Deposit requests.
- Update member information; address, beneficiary and financial changes.
- Regularly/yearly cleans out closed files; pack and inventory for storage.
- Follow up on pending deceased files.
- Scan documents into database for electronic storage.
- Regular and predictable attendance is an essential function of this job.
- Other special projects as needed.
Level I
Must have general math skills, office skills, and experience on phones, and display excellent customer service. Must be extremely organized and have a positive attitude. Must be proficient in Microsoft Word, Excel, and Outlook. Must have basic knowledge of the functions in Legacy and BenefitDriven. Must know and follow department procedures. Receive and distribute mail, maintain scanning and filing of documents. Assist Pension Coordinators, Supervisor, and Manager with daily processes and special projects. Must meet minimum service standards as set by the Company.
Level II
Must be proficient with Level I skills. Have a basic understanding of West Coast Plans. Assist with special projects.
Education and/or Experience – High School diploma or GED and at least one years’ experience with multiple line switchboard is necessary.
Language Skills – Must speak clearly and professionally. Ability to understand directions and follow them through to the end of task.
Mathematical Skills – General math skills needed.
Reasoning Ability - Ability to apply common sense to carry out detailed written or verbal instructions.
Certificates, Licenses, Registrations – None Required
Physical Demands - The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Work Environment - The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Fast paced department. Phone calls are continuous and occasionally unpleasant. Must be able to maintain composure with difficult callers.
Work Schedule
Full time. Monday – Friday 7:30am - 4:30pm. 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
Pay
This is a union position. 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. The current starting pay rate for this position is $28.82 per hour.
Our Culture
BeneSys 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 & EEO
Reasonable 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.
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