RETIREMENT REP TRAINEE

WPAS Inc • Gladstone, OR

4d • $19 - $23

About The Position

This is an in-training position under the continuous supervision of the Department Supervisor and manager to determine the employee’s suitability for pension work. The trainee learns assigned benefit plans and pension database codes, maintains records, and processes requests for retirement and other benefits. The role involves communicating with participants and beneficiaries, coordinating with other departments and external contacts, and completing routine and semi-routine administrative duties.

Requirements

• Working knowledge of basic office equipment.
• A proven record of positive interpersonal communication with internal and external clients.
• Ability to remain calm and positive in all communications.
• Proven ability to review and edit documents accurately and promptly.
• Three years of general office experience.
• Ability to use computer and phone systems to perform the essential functions of the position.
• Previous experience using Microsoft Office software.
• High school diploma or GED.

Nice To Haves

• One year of office experience in a TPA or pension environment.
• Two years of college experience in a related field; an associate’s degree is not required.

Responsibilities

• Continuously improve and learn the benefits of assigned plans, and develop an understanding of plans at other department workstations to provide assistance when necessary.
• Maintain and update records required to process retirement benefits.
• Receive, compute, research, and evaluate requests for vesting, retirement, death, and vacation benefits.
• Interview plan participants, beneficiaries, and representatives by telephone, email, and in person.
• Coordinate with other departments, Union Representatives, Trustees, and other relevant parties.
• Learn the different codes in the pension database.
• Perform related duties, including telephone and in-person communications, correspondence preparation, suspense cutoff processing, and record keeping.
• Handle routine and semi-routine duties while multitasking.
• Perform other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED