Long Island Based [Queens Border] Union Benefit Plan
in New Hyde Park NY
Long Island based (Queens Border) multi-industry employer, union benefit plan seeking a Pension and Annuity Analyst responsible for all tasks associated with the successful administration of retirement benefits.
The Pension and Annuity
Analyst is specifically responsible for but not limited to:
Processing applications for pension and annuity benefits
Processing loan applications
Calculating benefit amounts
Reviewing annual data in preparation for
issuance of statements
Preparing Trustee reports
Learning pension and annuity benefit rules and regulations
In-Person consultation with participants and/or eligible beneficiaries
inquiries related to pension and annuity benefits
Researching participant inquiries
Other duties as assigned by the Fund Manager
The successful candidate must have the following qualifications:
Sufficient inter-personal communication skills to enhance in-person consultations
Ability to analyze complex problems
Super User in MS Office products with an emphasis on Excel, Outlook and Access
3 years of prior pension or
Salary is commensurate based on experience. Attractive benefits package that includes, health, dental, pension, annuity and legal services, all paid by employer.
How to Apply
Your resume should include a cover letter detailing your qualifications for this position.