Job Summary:

The Pension Benefit Clerk will maintain accurate records for pension plan participants including details related to eligibility, contributions, benefit changes, salary levels, and enrollment information.

Supervisory Responsibilities:

• None.

Duties/Responsibilities:

• Creates and maintains pension records, entering data from enrollment applications for new and newly eligible employees and plan members.
• Maintains and updates records to reflect salary changes, terminations, retirements, or beneficiary changes.
• Maintains records of contributions from employers and employees.
• Maintains records of loans and repayments by participants.
• Maintains distribution records.
• Generates quarterly reports for plan participants.
• Answers participant questions regarding pension plans.
• Compiles data for reports and tax returns for pension administrator or supervisor.
• Performs other duties as assigned.

Required Skills/Abilities:

• Excellent interpersonal and customer service skills.
• Excellent organizational skills and attention to detail.
• Proficient with Microsoft Office Suite or related software.

Education and Experience:

• High school diploma or equivalent required.
• At least two years of experience in a payroll department highly preferred.

Physical Requirements:

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