Pension Coordinator (San Jose, CA)

Pension Coordinator

The Pension Coordinator calculates retirement benefit estimates, processes applications, communicates with members, reports to Board of Trustees, balances monthly ledger, and processes pension checks. Performs customer service functions. This is a union position.

Responsibilities

• Sets up files for new applications
• Data entry of new application information
• Determines eligibility for and calculates monthly benefits of members
• Communicates with members through writing & phone calls
• Prepares meeting reports for the Board of Trustees
• Processes pension checks, including the stuffing of envelopes, posting, and printing manual checks
• Regular and predictable attendance is an essential function of this job

Qualifications

• Excellent customer service skills
• Be detail oriented with good mathematical and analytical skills
• Be able to work well in a team environment
• Have a customer satisfaction focus and team-oriented style
• Have outstanding interpersonal and communication skills (verbal/written)
• Have proven problem solving ability
• Have good multitasking, organizational, and time management skills
• Be proficient in Excel and Word

Education and/or Experience

High School diploma or GED and some college and/or job-related experience. Language Skills - Ability to read documents and communicate professionally and clearly. Mathematical Skills - Ability to apply concepts of basic addition, subtraction, multiplication, and division. Must be able to understand and apply knowledge of decimals, fractions, and percentages. Reasoning Ability - Can apply common sense to carry out detailed written or verbal instructions.

Work Environment

The position operates in an office/clerical setting, using standard office equipment such as computers, phones, photocopiers, filing cabinets, fax machines, etc. The department can be fast paced. Must be able to multi-task. Must be detailed oriented. Physical Requirements - This position involves sustained periods of sitting and keyboarding. Some light lifting may also be required.

Work Schedule

Full time. Monday - Friday, 7:30am - 4:30pm. Required in office (no at-home days).

Competitive Benefits Package

• Medical/Dental/Vision, with option for dependent coverage
• Flexible spending accounts
• Company-paid basic life/AD&D, short-term disability, long-term disability insurance
• 15 days Paid Time Off during first full calendar year
• 11 paid holidays
• Up to 5 days of paid bereavement leave
• Up to 20 days of paid jury duty leave
• 401(k) with employer match

Pay This is a union position. The pay rate for this position is determined by the collective bargaining agreement and may be dependent on skills, education, experience and other business factors. The current pay for this position $35.43 an hour.

Our Culture

BeneSys wants to be a great service provider to the members we serve, and we recognize we can only do that if we are also a great employer with successful employees. In short, our success is driven by our employees' successes. We want to be a place where people want to work, feel proud of what they do and feel fulfilled both professionally and personally. We want to create a place where employees can find long-term growth and potential. Our culture focuses on three core values:

• Collaboration: working together across 31 locations to achieve the best for the company and our clients
• Dedication: striving to create an environment where all employees work toward a common goal while committing to providing the best customer service to our members and our colleagues
• Integrity: doing what we say we will do. Upholding strong ethical and moral principles

ADA & EEO Reasonable accommodations will be made so that qualified individuals with disabilities are able to complete the application process and, if hired, fulfill the essential functions of their job.