Member Services Associate

Cityofnewyork; New York (NY); On-site; USD 55,000 - 72,000; Full time

Job summary

The New York City Fire Pension Fund seeks a full-time Associate Retirement Benefits Examiner/Member Services Associate in the Member Services Unit. Under supervision, you will support retirement seminars, assist with paperwork sessions, registrations, and prepare materials for UFA/UFOA delegate events.

You will handle notary-backed forms, record communications, assist with beneficiary and survivor benefits processing, and provide front desk coverage as needed.

Qualifications

• Degrees and/or related experience in mathematics, statistics, accounting, economics, finance, data analytics, project management, business administration or public administration.
• Additional experience in financial institutions, retirement systems or pension operations is described in detail in the posting.
• Substitutions of education for experience are described in breadth within the posting.

Responsibilities

• Assist with the coordination and conducting of retirement seminars and related paperwork sessions.
• Conduct presentations at seminars and paperwork sessions.
• Assist with member registration for retirement seminars and sessions.
• Prepare required paperwork for seminars and sessions (including notarization).
• Distribute seminar paperwork to appropriate units after completion.
• Record communications via telephone, email, in-person, and mail.
• Assist with processing beneficiary forms.
• Assist in processing survivor benefits applications.
• Provide Front Desk Coverage as directed by Communications Coordinator.

Education

Bachelor's degree in mathematics, statistics, accounting, economics, finance, data analytics, project management, business administration, public administration and/or actuarial science

Two years of experience in financial/retirement sector or actuarial/statistical experience

Associate degree or 60 semester credits with related experience

Associate degree with 9 credits in math/statistics/accounting/economics/finance/data analytics with two years related experience

High school diploma with 4+ years related experience

Education/experience combinations with substitutions

Job description

The New York City Fire Pension Fund seeks a full-time Associate Retirement Benefits Examiner/Member Services Associate in the Member Services Unit, reporting directly to the Unit Supervisor or his/her designee. Under direct supervision, the candidate will perform the following tasks:

• Assist with the coordination and conducting of retirement seminars, retirement paperwork sessions, probationary firefighter seminars, and preparation for UFA and UFOA delegate seminars
• Conduct presentations at seminars and paperwork sessions as directed by the Communications Coordinator.
• Assist with the registration of members for retirement seminars and retirement paperwork sessions
• Assist with the preparation of required paperwork for the various seminars and sessions
• Ensure the proper completion (including notarization) and distribution of seminar paperwork to the appropriate units
• Record telephone, email, in-person, and mail communications and interactions.
• Assist with the processing, filing and accessing of beneficiary forms
• Assist in the processing of survivor benefits applications
• Provide Front Desk Coverage as directed by the Communications Coordinator

1. 1. A baccalaureate degree from an accredited college in mathematics, statistics, accounting, economics, finance, data analytics, project management, business administration, public administration and/or actuarial science.
2. 2. A baccalaureate degree from an accredited college and:
   • a) Two years of satisfactory full-time experience performing analytical, administrative or customer service work within a financial institution, retirement system, or pension performing one or more of the following: financial account management, resolving complex financial inquiries, or ensuring compliance with regulatory standards; or
   • b) One year of satisfactory full-time experience performing mathematical, statistical, actuarial, or accounting computations in one or more of the following:
     • i) a retirement or employee benefits plan; and/or
     • ii) for customer service in a financial institution; and/or
     • iii) in a position requiring the application of law, rules, and regulations and the use of statistical, actuarial, or similar tables.
3. 3. An associate degree or completion of 60 semester credits from an accredited college and either three years of experience as described in "2(a)" above, or two years of experience as indicated in "2(b)" above
4. 4. An associate degree or completion of 60 semester credits from an accredited college, including or supplemented by 9 semester credits in mathematics, statistics, accounting, economics, finance, data analytics, project management, business administration, public administration and/or actuarial science and two years of experience as described in "2(a)" above, or one year of experience as indicated in 2(b)" above
5. 5. A four-year high school diploma or its educational equivalent and either four years of experience as described in "2(a)" above, or three years of experience as indicated in "2(b)" above
6. 6. A satisfactory combination of education and/or experience equivalent to "1", "2', "3", "4", or "5" to the above. College education may be substituted for the experience described above on the basis that:
   • a) Fifteen semester credits from an accredited college including at least three semester credits in the areas described in "4" above may be substituted for six months of the required work experience.
   • b) Thirty semester credits from an accredited college may be substituted for six months of the required work experience.
   • c) However, all candidates must have a four-year high school diploma or its educational equivalent and either a baccalaureate degree as described in "1" above, or at least two years of experience as described in "2 (a)" above, or one year of experience as described in 2(b)" above.

The City of New York is an inclusive equal opportunity employer committed to recruiting and retaining a diverse workforce and providing a work environment that is free from discrimination and harassment based upon any legally protected status or protected characteristic, including but not limited to an individual's sex, race, color, ethnicity, national origin, age, religion, disability, sexual orientation, veteran status, gender identity, or pregnancy.