Pension Control Clerk I

JOB TITLE:

Pension Control Clerk 1

DEPARTMENT:

Pension

REPORTS TO:

Tracy Thompson

JOB DUTIES:

Provides service to the participants of the Pension Funds administered by ZAS.

Responsibilities include:

• Processing requests for change of address, direct deposit, federal withholding deductions, stop payment orders and verification of income.
• Processing of deceased/suspended participants, retirees and beneficiaries.
• Processes issuance of manual checks and voided checks.
• Balances and proofs monthly benefit payment cut-off.
• Prepares Statistical Reports, Approved Lists, Retirement Register Lists, Federal Withholding Lists, Out of Country and NRA Lists on a periodic basis.
• Researches stale dated checks and follow-ups with retirees.
• Prepares documentation and assists with follow-up on Incompetent/Incapacitated Retirees and Beneficiaries, Certification of Disability and Certification of Disabled Pensioner's Continued Disability.
• Processes semi-monthly disability benefit payments and prepares cover letters to claimants and employers.
• Prepares check transmittal registers to the bank for semi-monthly disability benefit payments.
• Establishes total amount for transfer of funds on lump-sum benefit payouts.
• Documents participant interaction via utilization of the Encounter Tracking System (or equivalent system).
• Provides back-up assistance to retirees with address changes, stop payment orders, and direct deposit inquiries.
• Assists in processing of verification of income forms from various agencies.
• Performs various clerical duties (typing, filing, copying, microfilm and microfiche research, etc.) as required.
• Provides back-up assistance to the receptionist in answering telephone and handling walk-ups.
• Performs data entry of month end cutoff.
• Prepares and processes approval letters for new retirees.
• Must meet the departments' quality and production standards for this job, as provided on the work standards grid.

JOB REQUIREMENTS:

Minimum Education & Experience

HS or GED.

Computer Operations

• Must be PC literate.
• Demonstrates strong working knowledge of Microsoft Excel & Word
• Typing skills to meet or exceed 35 WPM
• General knowledge of 10-key.

Mental/Visual concentration or Manual Dexterity

• Requires normal concentration
• easily learned simple movements.

Physical Work Environment

• Normal degree of physical effort in typical office environment with comfortable, constant temperatures and absence of objectionable elements.

Competencies:

• May be subject to interruptions.
• May be required to lift a maximum of 25 lbs. Must be able to have flexible work schedule when workflow requires
• Meets established attendance and punctuality guidelines.

Customer Focus

Understand customer needs, both internal and external.

Quality Focus

• Looks for opportunities to provide the highest quality service. Maintains appropriate documentation.
• Works with other employees/departments to ensure timely and quality service.

Analysis

• Strong analytical/problem solving skills Strong research skills
• Mathematical proficiency required.

Communication

• Solid written, verbal and presentation skills.
• Listens actively and communicates effectively with participants, co-workers, clients, employers and vendors.

Interpersonal Relations

• Assists participants, co-workers, clients, employers and vendors in a friendly, courteous, and professional manner.
• Uses courtesy in communication and working with others.
• Wor