Job description
Retirement Clerical Assistant
(Bridgeton, MO)
Summary A full time position in which an extremely organized individual is responsible for logging incoming information from all parties and distributing requests to the Pension Department.
Essential Duties & Responsibilities include the following. Other duties may be assigned.
- Receive all incoming Pension Applications
- Review each application
- Log receipt of application in the system
- Create account for application in system, (Legacy or Benefit Driven)
- Research incomplete applications by contacting the applicant to request missing documents
- Receive all incoming mail and distribute to the correct coordinators
- Receive all incoming faxes and distribute to correct coordinators
- Receive email requests and forward on to the correct coordinators
- Retrieve and replace files from storage as needed
- Representative must be able to multi-task well and remain organized.
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.
Required Skills Superior communication skills and keen observation are essential. Must pay careful attention to document details. Ability to apply common sense to carry out detailed written or oral instructions.
Education and/or Experience High School diploma or G.E.D. equivalent
Language Skills Ability to comprehend written materials such as plan documents and legal correspondence. Communicate professionally, tactfully and clearly with participants, fellow employees and other professionals.
Language Skills Ability to comprehend written materials such as plan documents and legal correspondence. Communicate professionally, tactfully and clearly with participants, fellow employees and other professionals.
Mathematical Skills Ability to apply concepts of basic addition, subtraction, multiplication, division and algebra. 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 instructions. Ability to assess and analyze production results for accuracy and efficiency.
Computer Skills Working knowledge of Microsoft Office products, especially Excel, Word, and Outlook is essential, exposure to SharePoint is a plus
Physical Demands Occasional lifting of paperwork, files, and printer paper. Reasonable
accommodation may be made to enable individuals with disabilities to perform the essential functions.
Work Environment High-volume, fast-paced and noisy
Work Schedule
Full time, (Mondays & Fridays) 7:30am – 4:00pm. (Tuesday – Thursday) 7:30 am – 4:30pm. .
Competitive Benefits & Compensation Package
- Paid Time Off (PTO)
- 15 days of PTO during the next calendar year!
- Medical, dental, vision, and life insurance
- Company paid short term disability, long term disability, and AD&D insurance
- 401k with employer match
- Tuition reimbursement program
- Career development opportunities
- Referral bonus for all full-time referrals
- Competitive wages
- Annual opportunities for increases and bonuses
Pay
Pay commensurate with education and experience.
Our Culture
BeneSys wants to be a great service provider to the members we serve, and we recognize we can only do that if we are also a great employer with successful employees. In short, our success is driven by our employees’ successes. We want to be a place people want to work, feel proud of what they do and feel fulfilled both professionally and personally; creating a place where employees can find long-term growth and potential.
Our culture focuses on three core values:
- Collaboration: working together across 31 locations to achieve the best for the company and our clients.
- Dedication: striving to create an environment where all employees work toward a common goal while committing to providing the best customer service to our members and our colleagues.
- Integrity: doing what we say we will do. Upholding strong ethical and moral principles
ADA & EEO
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