Pension Clerk

General Description

The Pension Clerk provides administrative support for the day-to-day operations of employee pension plans. This position will assist with pension data maintenance, respond to routine inquiries, and ensure accurate and timely handling of documentation, billing, recordkeeping, and ongoing scanning of files. The role requires strong attention to detail, excellent customer service, and the ability to maintain strict confidentiality.

Specific Duties/Responsibilities

The following specific responsibilities are representative of the duties required in this position. They may be unilaterally but reasonably changed based on the working environment and departmental needs.

Reviews and verifies supporting documentation related to pension transactions.
Assists with updates to employee records in benefits systems and third-party portals.
Supports the processing of retiree life insurance and severance claims by gathering required forms and documentation.
Assists with data accuracy checks.
Provides routine customer service to locations regarding pension procedures and eligibility.
Answers a high volume of calls and emails related to pension inquiries.
Assists with gathering service and earnings information needed by the third-party pension administrator.
Supports the annual pension billing process.
Responds to routine pension inquiries and directs complex questions to the Supervisor or Associate Director.
Assists with monthly billing and reconciliation for pension plans.
Prepares invoices and supporting documentation for review and submission.
Helps research discrepancies reported by participating locations.
Files, scans, and organizes documents to maintain accurate and complete records.
Maintains strict confidentiality of all employee and clergy information.
Performs other duties as assigned.

Qualifications/Skills

Ability to maintain strict confidentiality and security of data accessed during the course of daily activities.
Must possess effective oral and written communication skills and resolve problems with creativity, confidentiality, and tact.
Must demonstrate the ability to manage multiple tasks with strong attention to detail and strong analytical skills.
Excellent organizational and good customer service skills.
Must have a functional knowledge of MS Office applications and be able to navigate third party websites.

Education and/or Experience (Preferred)

High School Diploma or G.E.D. required.
College or some college preferred but not required.