RETIREMENT BENEFITS SPECIALIST

Our Retirement Benefit Specialists play an important role in providing retirement benefits to hardworking people
in various trade unions. Whether it be a person planning on retiring or an individual that has been retired for some
time, our specialists ensure that they receive the assistance and benefits that they have worked so hard for!

The schedule is Monday-Friday, 8am-5pm. The position offers a hybrid schedule pending the completion of the
initial training process. The hybrid schedule consists of three days of in-office, and two days of remote work upon
manager approval.

Essential duties and responsibilities include the following:
??? Calculate and prepare retirement benefit payment amounts
??? Process retirement benefit applications
??? Explain retirement benefits to participants and provide participants with benefit estimates
??? Answer high volume of incoming participant calls relating to the Pension Plans
??? Regularly meet with participants to answer questions related to their retirement benefits, and
communicate with other Fund Professionals as needed
??? Interpret and administer retirement benefits as outlined in Plan Documents
??? Draft and mail correspondence to participants and beneficiaries regarding retirement benefits
??? Other duties and projects as assigned

The Retirement Benefits position is a non-exempt position and includes benefits such as the following:
??? Low Deductible Health, Prescription Drug and Dental Benefits
??? Voluntary Vision, Accident, Critical Illness and Pet Insurance
??? Flexible Spending Account (FSA)
??? Employer Contribution to 401(k)-No Match Required
??? 401(k) and Roth 401(k)
??? Paid Holidays and Paid time off
??? Dependent Care Reimbursement Account
??? Life Insurance and AD&D
??? Employer Paid Short Term Disability
??? Employee Assistance Program, including access to confidential counseling (virtual and in-person)

To perform the job successfully, an individual should have the following qualifications:
??? Proficient in Microsoft Word and Excel.
??? Previous customer service experience preferred.
??? Previous retirement benefits experience preferred.
??? Experience with Taft-Hartley Funds preferred.

If you are interested in a hybrid, retirement benefits role that offers the opportunity to provide first-class customer
service to those who have retired, or are preparing for retirement, please consider applying today!

Skills
Preferred
ADAPTABILITY
COMMUNICATION
TEAMWORK