Clerical Pension Coordinator Level 1 (San Jose, CA)

BeneSys, Inc.
May 27, 2021
San Jose, CA
Job Type


SUMMARY – 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; full time
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be
Sets up files for new applications
Data entry of new application information
Determines eligibility for and calculates monthly benefits of members
Communicates with members through writing & phone calls.
Prepares meeting reports for the Board of Trustees
Processes pension checks, including the stuffing of envelopes, posting, and printing manual checks
Level I No pension experience necessary, but must possess analytical, intermediate math, customer service, 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
and history, advanced knowledge of plan documents and ability to interpret. 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. Assist Supervisor and Manager with special projects. Must be able to communicate (written and verbal) effectively with Plan Professionals.
QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Excellent customer service skills are a must.
EDUCATION and/or EXPERIENCE High School diploma or G. E. D. 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 ABILITY Ability to apply common sense to carry out detailed written or verbal
PHYSICAL DEMANDS The physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
WORK ENVIRONMENT The work environment characteristics are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
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