Pension Office – Pension Administrator

Archny; New York (NY); On-site; USD 39,000 - 43,000; Full time

Job summary

Archny is seeking a Pension Administrator to provide administrative support to the Director and senior staff in the Pension Office, handling high-volume retiree requests and phone inquiries with compassion and professionalism.

The role involves daily pension administration, liaising with paying agents, processing forms, updating addresses and tax withholdings, coordinating meetings, and maintaining strict confidentiality while working with sensitive data.

Qualifications

• Excellent interpersonal etiquette and strong written and oral communications.
• Ability to work in a highly organized fashion and manage high-volume requests.
• Detail-oriented and consistent in calculations and communications.
• Proven professionalism and customer service mindset.
• Proficient with Microsoft Windows, Word and Excel.
• Ability to interpret and validate data.
• Ability to learn and navigate customized systems.

Responsibilities

• Administer pension payments and liaise with paying agent on related matters.
• Process retiree requests by mail, email, and phone with accuracy.
• Handle stop payments and replacement of undelivered checks.
• Open, stamp, and distribute mail daily.
• Answer phones and route to appropriate staff.
• Scan and file requests into Laserfiche.
• Review death reports and communicate with next-of-kin as needed.
• Coordinate events such as Pension Committee Meetings.
• Support staff on various tasks and projects.
• Maintain confidentiality of all data.
• Perform other ad hoc duties as assigned.

Skills

Interpersonal skills

Organizational skills

Detail-oriented

Communication skills

Data interpretation

Confidentiality

Education

High school diploma or equivalent

Tools

Laserfiche

Microsoft Excel

Microsoft Word

Job description

To provide administrative support to the Director and senior staff members in the day-to-day administration of the Pension Office. The detail-oriented and highly organized individual will primarily support the daily operations of high-volume retiree requests and phone contact with retirees. From time to time, support will extend to work related to active lay employees, terminated participants and clergy as well as external service providers and employers. The Pension Administrator will be in a visible position that requires a compassionate, patient professional with excellent interpersonal, communication and organizational skills.

Reports to:

Director of Retirement Benefits/Actuary

Work Location:

488 Madison Avenue, New York, NY 10022

Responsibilities:

• Under the supervision of the senior pension professional responsible for retiree benefits, perform daily administration for pension participants receiving benefit payments. Such duties include, but are not limited to, liaising between the retirees and the paying agent on matters related to pension payments, address changes, direct deposit updates, tax withholding adjustments, recall of payments made to deceased participants, re-issuance of Form 1099-Rs, etc.
• Fulfill all retiree requests received by mail, email, and phone timely and accurately, including the completion and certification of verification forms for housing or loans, and handling incoming POA documents.
• Responsible for cancellation / stop payment of undelivered checks as well as issuing authorization for the replacement of such checks.
• Open, stamp, and distribute mail to Pension Office staff daily.
• Answer phones and forward calls to appropriate Pension Office staff member.
• Scan and electronically file written requests into Laserfiche upon completion.
• Review death reports and perform appropriate procedures associated with deceased participants, including speaking with next-of-kin, drafting letters and performing death calculations, if required.
• Collaborate with the Director of the Pension Office in coordinating highly visible events such as quarterly Pension Committee Meetings and group retirement meetings.
• Provide support to Pension Office staff on tasks and projects, as needed.
• Adhere to all processes, procedures and rules related to the administration of the pension plans.
• Maintain strict confidentiality when working with all data.
• Other ad hoc duties as assigned.

Education, Experience, and Skills:

Required

• Excellent interpersonal etiquette, and oral and written communications skills
• Ability to work in a highly organized fashion and manage high-volume requests
• Detail-oriented and applies consistency in all facets of assigned tasks including calculations, written communications, note-taking and conversing with plan participants
• Proven professionalism, positive team-player attitude, strong work ethic and a drive for delivering superior customer service
• Proficient in Microsoft Windows, Word, Excel
• Ability to interpret and validate data
• Ability to learn and navigate customized systems

Preferred

• 1+ years of pension plan administration experience
• Ability to read, speak and write Spanish

Compensation range for this position is: $28.50 - $31.40 per hour.

This position is considered full-time, non-exempt, and eligible for overtime.