Summary - 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.

Pension Coordinator Responsibilities

Level I - No pension experience necessary, but must possess analytical, intermediate math, customer service, and strong written and verbal communication skills. Must be organized and detailed oriented. Must possess a positive attitude. Must be able to respond quickly to new instructions, situations, and procedures. Must be proficient in Microsoft Word, Excel, and Outlook. Must meet minimum service standards as set by the Company.

Level II - Must be proficient in Level I skills with two (2) years pension experience, general ERISA and other federal regulation knowledge, knowledge of BeneSys systems, programs, reports, and intermediate knowledge of plan documents. Must be an independent thinker and worker. Must be able to handle multiple plans. Must comprehend, initiate, and complete the valuation process for defined contribution plans and year-end process for defined benefit plans. Must display an effective level of confidence when communicating with plan professionals and others. Must be able to resolve problems.

Level III - Must be proficient in Levels I and II skills with three (3) plus years of extensive pension experience. Must have a thorough understanding of West Coast Plans. Must possess advanced decision-making skills, extensive ERISA and federal knowledge, advanced knowledge of plan documents and ability to interpret those documents. Must be able to train staff. Must be able to analyze new plans for conversion. Must assist with special projects. Unit

Leader - Must be proficient in Levels I, II, and III skills. Must display strong leadership skills. Must effectively plan and prioritize the productivity of the staff. Must assist in the conversion of new plans. Must be able to troubleshoot issues. Will assist Supervisor and Manager with special projects. Must be able to communicate (written and verbal) effectively with Plan Professionals.

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 Skills - Ability to 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.

• 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

• 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

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