Pension Reconciler

Responsibilities

·         Process post Retirement and Beneficiary Death Workflows

·         Send requests for documents, and missing document letters, 

·         Verify with eligibility department to update and link beneficiary(s),

·         Update pension proof documents, tax, EFT elections and country of citizenship, and submit to QU using the function button

·         Process $1000 Death Benefit Workflows including sending requests for documents, missing document letters, and requests to eligibility to update and link beneficiary(s),

·         Update pension proof documents, updating tax and EFT elections and country of citizenship.  then send to QU for payment through the function button.

·         Process manual $1000 death benefit payments through accounts payable when the system fails

·         Request hard copy documents of microfiche from record retention department for processing $1000 Death Benefits.

·         Respond to members inquiries via email, mail, and phone.

·         Verify, correct, and confirm with eligibility member/beneficiary/OIP information

·         Review record of payees relocated outside the United States to determine if their tax withholding needs to change.

·         Complete investigation, reclamation, void, and reissue requests with finance for issuance of members pension payments

·         Perform other duties and special projects as assigned by management

Qualifications

 

·         High School Diploma or GED required; plus

·         Minimum of two (2) year clerical experience in a general office environment required

·         Knowledge of pension benefits preferred

·         Basic knowledge of Word and Excel a plus

·         Excellent communication skills both verbal and written

·         Ability to prioritize and work under pressure

·         Knowledge of V3 preferred