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
WHEN APPLYING: Be sure to indicate that you saw this information at UNIONJOBS.COM.