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Pension and Annuity Analyst

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
  • Special projects
  • Learning pension and annuity benefit rules and regulations
  • In-Person consultation with participants and/or eligible beneficiaries
  • Answering phone 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:

  1. Sufficient inter-personal communication skills to enhance in-person consultations
  2. Ability to analyze complex problems
  3. Super User in MS Office products with an emphasis on Excel, Outlook and Access
  4. 3 years of prior pension or annuity experience
  5. Understanding QDROs

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.

Email your resume to:

This ad has been viewed 736 times. It expires on 1/15/2018.

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