Administrative Assistant

Job Description

Job Description

We are looking for a detail-oriented Administrative Assistant to support benefit operations department for a company located in the mid-wilshire area. This long-term contract position with permanent potential is well suited for someone who can balance administrative precision with strong client service while managing a variety of pension-related processes. The ideal candidate will be comfortable handling benefit applications, coordinating with internal teams and external partners, and preparing clear, accurate documentation in a regulated environment.

Responsibilities:

• Administer pension benefit applications by preparing, examining, and finalizing documentation for basic and supplemental plan payments.

• Meet with participants and beneficiaries to explain plan provisions, discuss available benefits, and address questions related to retirement, withdrawal, or survivor payments.

• Request missing records or clarification from applicants and beneficiaries to ensure complete and accurate case processing.

• Establish and verify electronic payment instructions for recurring benefit disbursements and investigate rejected or returned transfers with financial institutions.

• Review annual account and payment reports to determine benefit eligibility, identify outstanding issues, and support proper distribution activity.

• Work closely with eligibility, authenticity, and pension leadership teams to resolve contribution adjustments, premium deductions, and other benefit-related matters.

• Research participant records and prepare written communications such as benefit confirmations, value letters, and other pension correspondence.

• Track time-sensitive payment schedules, including beneficiary payment end dates, and calculate applicable annual post-retirement benefit amounts.

• Organize records for scanning, reconcile year-end tax reporting documents, and assist with additional administrative duties as needed.

• Bachelor’s degree preferred, along with 1–3 years of experience in financial services, pension administration, or a related benefits environment.
• Working knowledge of defined benefit and defined contribution pension plans; exposure to Taft-Hartley plans is highly valued.
• Strong written and verbal communication skills with the ability to explain plan information clearly and effectively.
• Demonstrated accuracy, organization, and follow-through when managing multiple assignments and detailed records.
• Solid analytical, mathematical, and problem-solving abilities for reviewing calculations and resolving payment or reporting issues.
• Ability to work independently while also collaborating effectively with colleagues, vendors, consultants, and leadership.
• Detail-oriented approach, dependable attendance, and openness to feedback and direction from supervisors.