Building Service 32BJ Benefit Funds · 2 days ago
Assistant Retirement Counselor
New York, NY
Full-time
Onsite
Entry Level
$60K/yr - $62K/yr
1+ years expThe Building Service 32BJ Benefit Funds is seeking a mission-driven Assistant Retirement Counselor to join their growing team. This role involves providing confidential retirement counseling to union members, assisting with benefit calculations, and coordinating communications regarding retirement processes.
EducationNon ProfitTraining
Responsibilities
Make initial and follow-up calls to members who are applying for retirement
Interpret retirement rules and communicate pension application procedures and requirements for member retirements, pre-retirement surviving spouses, and post-retirement surviving spouses
Pension application intake (review the application with the member, notarize documents as needed)
Review the accuracy of all received pension applications
Record pension elections in V3 and establish disbursement schedules
Ensure required supporting documents are submitted and determine needs for additional information to meet requirements
Coordinate all communications with members, including but not limited to Acknowledgement Letters, Missing Information Letters, and Award Letters
Review members eligibility for retiree health benefits
Discuss SRSP (401(k)) distribution options with members
Discuss Legal Fund benefits with members
Provide an overview of Social Security and Medicare benefits to retiring members
Assess the need for detailed earnings reports from the Social Security Administration to assist in finalizing the calculation of pension service credits and review such reports with members
Participate in retirement planning seminars by presenting pension information to large groups
When not providing retirement counseling, work on processing pension applications and calculations, including RMD calculations, reinstatements, and other duties including but not limited to Banking procedures (stop payments, check reissues and EFT changes)
Work closely with Manger in maintaining and reviewing personal work production
Perform tasks and special projects as required by management/supervisory staff
Qualification
Required
Minimum of one year's experience processing pension claims/calculations or one year customer service experience with pension products
Must demonstrate effective oral and written communication skills
Must meet performance standards including attendance and punctuality
Ability to prioritize work and meet deadlines
A demonstrated capability to manipulate and use multiple software programs simultaneously including Excel, Microsoft Word, and Windows applications
Strong analytical, problem solving and decision-making skills
Strong public speaking skills
Excellent organizational and prioritizing skills
Strong ability to multitask
Flexibility with work schedule (some overtime required)
Ability to coordinate and work on multiple projects simultaneously
Detail oriented with excellent organization skills
Ability to work independently coupled with the ability to work as a member of a fast-paced team
Ability to establish and maintain effective working relationships with project team members, supervisors, and employees from other departments
Preferred
Knowledge of some aspects of Pension Fund administration including eligibility requirements and benefit provisions preferred
College degree in math, accounting, economics or similar preferred
Call center experience is a plus
Financial customer service background is a plus
Notary Public license helpful (will be required to obtain license if not already licensed)
Benefits
Competitive Salary coupled with a great work/life balance
Comprehensive Health Package including medical, dental & vision coverage with no employee contribution to the premium for a family plan
Pension Benefit that includes monthly employer contributions
Retirement Benefit that includes 3% 401K employer contributions
Professional Coverage/Reimbursement includes Tuition Reimbursement Program
Paid Time Off including vacation, personal, and sick days
Federal Paid Holidays – Up to 11 days off with pay
Mission-driven, internal job growth opportunities
Company
Building Service 32BJ Benefit Funds
The Building Service 32BJ Benefit Funds is the umbrella organization responsible for administering benefits, including Health, Pension, Retirement Savings, Training and Legal Services benefits to over 100,000 SEIU 32BJ members.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Anna McQuere
Assistant Director of Clinical Partnerships
Sabrina Benteftifa
Clinical Partnerships Manager
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