PENSION ASSISTANT II

The Pension Assistant will collaborate with the pension administrative team to provide administrative assistance within the department. They will report to the Pension Manager. 

SUPERVISORY RESPONSIBILITIES: 
None

• Following established schedules, provides pension information to plan participants; services may include refunds and benefit estimates. 
• Prepares or assists the Pension Manager with weekly and monthly reports to various departments and agencies. 
• Provides clients and plan participants with information regarding plan design and benefit distributions. 
• Maintains current knowledge of pension regulation and compliance issues, changes, and developments. 
• Performs other related duties as assigned. 

REQUIRED SKILLS/ABILITIES:

• Good verbal and written communication skills. 
• Good organizational and analytical skills. 
• Detail-oriented. 
• Ability to work under pressure and meet fixed deadlines. 
• Proficient with Microsoft Office, Excel, or related software.  

• Bachelor’s degree in accounting, Finance preferred. Other degrees will be considered. 
• Three (3) or more years of experience in pensions administration preferred. Similar experience will be considered.
• Experience in accounting or finance will be considered.

ADA Compliance

• Prolonged periods sitting at a desk and working on a computer. 
• Must be able to list up to 15 pounds at times.