Beneficiary Processor

City of New YorkNew York, NY
$46,503 - $73,002Onsite

About The Position

The New York City Fire Pension Fund seeks a full-time Clerical Associate Level 4/Beneficiary Processor in the Member Services Unit. This role reports directly to the Unit Supervisor or their designee. The incumbent will perform various duties related to the review, processing, and management of beneficiary forms, ensuring accuracy and compliance with procedures. The position also involves direct member interaction and adherence to strict security protocols.

Requirements

  • Must be a NYS Public Notary or a Commissioner of Deeds
  • A four-year high school diploma or its educational equivalent approved by a State's department of education or a recognized accrediting organization
  • One year of satisfactory clerical experience
  • Keyboard familiarity with the ability to type at a minimum of 100 key strokes (20 words) per minute

Responsibilities

  • Review beneficiary forms to ensure proper completion (i.e. beneficiary forms are signed and notarization is valid, primary and contingent beneficiaries are clearly identified and differentiated, percentages add up to exactly 100%, etc.)
  • Enter properly completed forms in EUPS and mail acknowledgement letters to members
  • Create patch sheets for properly completed beneficiary forms and transfer forms to Document Control
  • Notify members who have submitted improperly completed beneficiary forms and perform follow-ups as needed
  • Maintain a log of members who have been contacted regarding improperly completed beneficiary forms
  • Assist with the completion and notarization of beneficiary forms completed during Probationary Firefighter Seminars and Retirement Paperwork Sessions
  • Respond to phone calls, emails, and written correspondence regarding changing or confirming beneficiaries on file
  • Upholding security protocols regarding the protection, processing, and dissemination of beneficiary information
  • Perform additional duties as assigned by the Member Services Supervisor
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