Pension Supervisor

WPAS Inc•Mercer Island, WA

5d•$75,000 - $85,000•Onsite

About The Position

Under limited supervision, the Pension Supervisor will work with the Pension Department Leadership to oversee their assigned pension team in relation to administering retirement benefits for union representatives, trustees and other associated personnel. This position will ensure organizational effectiveness, efficiency and safety at their designated site through communication protocols, pension team supervision and streamlining administrative procedures.

Requirements

1-2 years as a Pension Representative
Demonstrates leadership capability
Proven track record of taking initiative, proven attention to detail and problem-solving abilities
Demonstrate excellent skills in grammar, letter composition, punctuation and other office skills
Working knowledge of basic office equipment
Demonstrated ability to keep calm and positive within all communications and under stressful situations
Demonstrated ability to establish and maintain effective working relationships with internal staff and external clients
Proven ability to accurately and timely review and perform accounting of information and documentation
Utilize computer, software and phone systems to be able to effectively perform the essential functions of the position
Demonstrated ability to keep calm, patient and positive within all communications
Previous experience utilizing Microsoft office software

Nice To Haves

Bachelor’s degree or associate degree

Responsibilities

Partner with Pension Leadership and Human Resources to maintain adherence to policies, procedures and CBA compliance, including disciplinary actions
Assists in training, coaching, and supervising personnel
Coordinate new hire orientation with Human Resources to ensure paperwork is filled out timely and trainings are completed
Perform, review and analyze any special projects and keep Pension Department Leadership informed
Partner with Pension Department Leadership and Human Resources to ensure top performance from Pension staff by providing them with adequate coaching and guidance
Facilitate and partner with Pension Department Leadership for interviewing purposes
Maintain a safe and secure department working environment
Approves retirement set ups over $100,000
Continually monitors workloads while working in the capacity of a "float" Pension Representative and reports to the Pension Department Leadership as needed or otherwise directed.
Other duties as assigned
May be assigned as a "float" Pension Representative, able to cover all workstations and their related day-to-day job duties
Computes and analyzes complex retirement scenarios, to include benefit calculations
Sets up annuity distributions
Audit processed retirement set ups and annuity distributions for accuracy and overall file approval
Provide customer service to members, Union personnel, Trustees or other persons as necessary, by phone, in writing or in person concerning Pension or Annuity processing or related issues
Maintain and apply up-to-date knowledge of the Pension and Annuity Plan Rules, systems and procedures
Makes recommendations for system improvements
Reviews plan documents and summary plan descriptions for updates
Provides technical assistance to Pension personnel as directed