United Association National Pension Fund · 15 hours ago
Pension Processing Assistant
ALEXANDRIA, VA 22314
Full-time
Onsite
New Grad, Entry Level
$1,181/wk - $1,181/wkUnited Association National Pension Fund is seeking a Pension Processing Assistant to provide general office support functions to the Pension Payment staff. The role primarily involves reviewing, preparing, and maintaining documents for payment processing while ensuring confidentiality of all data and information.
Financial ServicesRetirementWealth Management
Responsibilities
Operates general office equipment
Receives and reviews all incoming payment documents relating to the completion of payment processing
Updates system enclosures, adds comments if necessary, and identifies, pulls, matches, and distributes payment files for incoming payment documents
Makes corrections necessary to Member Information File including address, date of birth, and telephone number and notifies the appropriate group of other required member demographic changes
Drafts correspondence relating to missing or incomplete payment documents
Creates, maintains, and distributes files and records in accordance with the Fund record standards
Completes filing of Awaiting Documents files
Prepares and distributes files to the Payment Analysts for processing
Assists in the preparation of the monthly Pension Applications Processed Report
Conducts research for tasks and/or assigned projects, and consults with Supervisor, as needed
Drafts occasional special letters required for documentation follow–up
Obtains Beneficiary Cards for files before the completion of payment processing and updates Beneficiary record on Basys per the Beneficiary Card
Performs drawer audits for Awaiting Documents files
Content and subject matter of all documentation handled is to be held in the strictest of confidence
Provides highest quality of service to all entities of the work environment
Ensures that work is processed in an accurate and timely manner
Researches requests for documents, files, and records using tools and resources available to locate and retrieve
Receives and distributes Mandatory and Re-determination files to Pension Payment Analysts
Carries out any tasks assigned by the Pension Payment Services Supervisor or by the Pension Department Manager
Qualification
Required
High school diploma or equivalent required
Must be a self-starter that accepts responsibility and works independently with minimal supervision
Must be able to follow set procedures, but also be able to recognize and appropriately deal with deviations from normal procedures
Must have prior clerical and/or records management work experience with general knowledge of records management standards
Must be able to work in an automated environment, have personal computer experience, and typing skills of at least 40 w.p.m
Must present excellent oral and written communication skills such that orally, you demonstrate a pleasant and articulate telephone manner; and written, the ability to compose and proof read own correspondence
Must be able to handle multiple tasks, and work well under pressure and with time constraints
Preferred
Exposure to pension processing desired
Company
United Association National Pension Fund
United Association National Pension Fund is a financial association that provides retirement benefits and investment management solutions.
Founded in 1968
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase