RETIREMENT REP

WPAS Inc • Gladstone, OR

7d • $21 - $23 • Onsite

About The Position

Under the general supervision of the Department Manager and the immediate Supervisor, the Retirement Representative will perform activities related to processing of retirement benefits.

Requirements

• Working knowledge of basic office equipment
• Demonstrated ability to keep calm and positive within all communications
• Demonstrated ability to establish and maintain effective working relationships with internal staff and external clients
• Proven ability to accurately and timely review retirement information and documentation.
• Utilize computer and phone systems to be able to effectively perform the essential functions of the position
• 3 years of office work with 1 year working within Pension Administration Or successfully completed internal Retirement Representative Trainee designation and training

Nice To Haves

• Associates degree in related field
• 4 years of experience processing Pensions and plan of benefits

Responsibilities

• Demonstrate knowledge of the Plan of benefits assigned to them and work toward developing an understanding of Plans on other work stations within the Department to assist if necessary
• Maintains and updates all records necessary to process retirement benefits
• Receives, computes, researches and evaluates requests for vesting, retirement, death and/or vacation benefits
• Personal interviewing of Plans participants, beneficiaries or other representatives by telephone, email, and in person
• Coordinates with other departments, Union Representatives, Trustees and other persons as required
• Codes various data for computer processing
• Performs other duties as assigned while able to multi-task

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree