Sheet Metal Workers National Pension Fund

Pension Analyst

Based in Falls Church, VA

 

The Sheet Metal Workers’ National Pension Fund is a large defined benefit pension fund in Falls Church, VA.

POSITION TITLE: Pension Analyst

POSITION SUMMARY:
The Pension Analyst performs all aspects of processing retirement applications and inquiries for pension benefits independently. The functions include set-up through completion.

ESSENTIAL FUNCTIONS:

• Perform retirement benefit computations and verifications. Must effectively interpret the Plan to develop clear, accurate benefit calculation or determination of denial of benefits.
• Communicate the terms of the Plan effectively.
• Prepare and verify retirement election forms and notifications as well as compose correspondence.
• Prepare timely responses to legal disclosures and documents to participants, Counsel and regulatory authorities.
• Prepare participant appeals and other materials for review.
• Accurately transfer data from outside sources to pension files.
• Work on various projects as needed.

EDUCATION, EXPERIENCE AND SKILLS REQUIRED:

• Bachelor’s degree or equivalent experience with a multi-employer, Taft-Hartley, defined benefit plan.
• Proven track record of exceptional performance in providing professional customer service.
• Ability to communicate effectively, both orally and in writing.
• Strong verbal and interpersonal skills.
• Able to work independently and within a team environment.
• Able to handle multiple tasks and prioritize responsibilities while paying special attention to detail.
• Demonstrates strong analytical and problem-solving skills.
• Strong mathematical aptitude.
• Proficient in all Microsoft Office applications, and able to use office equipment such as computer terminal, PC, printer, copier, calculator, scanner, fax machine and multi-extension telephone

To Apply:
If interested, please send your résumé to kbruck@smwnbf.org