Retirement Benefits Advisor

Wilson-Mcshane Corp.; Kansas City (MO); Hybrid; USD 39,000 - 43,000; Full time

Benefits offered by this job

Health benefits

Vision/Dental

401(k)

Paid time off

Short term disability

Employee assistance

Job summary

Paylocity is seeking a Retirement Benefit Specialist in Kansas City, MO to provide retirement benefits guidance to union members. Responsibilities include calculating benefit payments, processing applications, and explaining estimates to participants.

The position is Monday–Friday, 8:00 AM to 5:00 PM with compensation of $28.80 per hour. Benefits include health, disability, 401(k), paid holidays and PTO, and confidential counseling services.

Qualifications

• Proficient in Microsoft Word and Excel.
• Previous customer service experience preferred.
• Previous retirement benefits experience preferred.
• Experience with Taft-Hartley Funds preferred.

Responsibilities

• Calculate and prepare retirement benefit payment amounts
• Process retirement benefit applications
• Explain retirement benefits and provide participants with benefit estimates
• Answer high volume of incoming participant calls relating to the Pension Plans
• Meet with participants to answer questions 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

Skills

MS Word

MS Excel

Customer service

Retirement benefits

Taft-Hartley funds

Job description

Description

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, 8:00 AM to 5:00 PM with a compensation of $30.10 per hour.

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
• 401(k) and Roth 401(k)
• Paid Holidays and Paid time off
• 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 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!