Retirement Processor Trainee

Wpas.-Inc.; Los Angeles (CA); On-site; USD 42,000 - 62,000; Full time

Job summary

WPAS in Los Angeles is seeking a Retirement Processor Trainee to join our team. This in-training role supports pension benefit processing under supervision, learning plan provisions and participant eligibility for retirement, disability, and death benefits.

Responsibilities include record maintenance, benefit requests processing, participant interviews by various channels, and cross-department coordination. Strong written and verbal skills are essential for success.

Qualifications

• 3 years of general office experience
• Working knowledge of basic office equipment
• Positive interpersonal communications with internal and external clients
• Ability to stay calm and positive in all communications
• Accurate and timely review and editing of documents
• Proficient with computer and phone systems to perform essential functions
• Experience using Microsoft Office software
• High school diploma or GED

Responsibilities

• Demonstrate continuous learning and understand plan benefits; assist with other stations as needed
• Maintain and update records required to process retirement benefits
• Receive, compute, research and evaluate vesting, retirement, death, and vacation benefit requests
• Interview Plan participants, beneficiaries, or representatives by phone, email, and in person
• Coordinate with other departments, union representatives, trustees as required
• Learn codes in the Pension database
• Perform related duties including communications, correspondence, suspense processing, and record keeping
• Handle routine and semi-routine duties and multi-task as needed
• Perform other duties as assigned

Skills

Interpersonal skills

Calm under pressure

Document editing

General office experience

Office equipment knowledge

Education

High school diploma or GED

2 years college experience in related field

Tools

Microsoft Office

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Retirement Processor Trainee

Full Time Clerical Los Angeles, CA, US

5 days ago Requisition ID: 1233

Retirement Processor

• Unionized Role
• Full time 37.5 hrs
• 100% In Office

Job Purpose: Under continuous supervision of the Department Supervisor and manager this is an in-training capacity to determine suitability for Pension work. This role requires the ability to understand the retirement plan provisions and rules to determine participants eligibility status, retirement, disability, and death benefits. It also requires the ability to perform all necessary clerical functions including but not limited to processing retirement benefits. One must be able to organize, set priorities, work both independently and in a group to complete monthly and project-based duties within the established deadlines. Proficient written and verbal skills are a must.

Job Duties:

• Demonstrate continuous learning improvement and the ability to learn 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
• Learns the different codes in the Pension database
• Performs all related duties including, but not limited to, telephone, and personal contact communications, correspondence preparation, suspense cutoff processing and and record keeping
• Involved in a variety of routine and semi-routine duties with the ability to multi-task
• Perform other duties as assigned

Minimum Qualifications:

• Working knowledge of basic office equipment
• Proven track record of positive interpersonal communications with internal and external clients
• Demonstrated ability to keep calm and positive within all communications
• Proven ability to accurately and timely review and edit documents
• 3 year of general office experience
• Utilize computer and phone systems to be able to effectively perform the essential functions of the position
• Previous experience utilizing Microsoft office software
• High school diploma or G.E.D

Preferred Qualifications:

• 1 year of office experience in a TPA or Pension Environment
• 2 years of college experience in a related field- an associate’s degree is not required

Physical/Mental Requirements:

The physical and mental demands described here are representative of those that must be met by employees to successfully perform the essential functions of this job.

While performing the duties of this job, employees are regularly required to use written and oral communication skills; read and interpret data, information and documents; analyze and solve nonroutine and complex office administrative problems; use math and mathematical reasoning; observe and interpret situations; learn and apply new information or skills; perform highly detailed work on multiple, concurrent tasks; work under intensive deadlines with frequent interruptions

Work environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Employees work under typical office conditions, and the noise level is usually quiet.

WPAS is an equal opportunity employer. We celebrate diversity and strive to continually create the most inclusive work environment for all our employees.