POSITION DESCRIPTION
Position Title: File Clerk
Department: Pension / Annuity
Reports To: Retirement Services Manager
Location: Wilmington, MA
This is a Bargaining Unit Position. It requires Union Membership.
SUMMARY
North Atlantic States Carpenters Benefit Funds (NASCBF) provides important benefit programs to the North Atlantic States Regional Council of Carpenters (NASRCC). This organization represents more than 30,000 carpenters in Connecticut, Maine, Massachusetts, New Hampshire, New York, Rhode Island, and Vermont. Through the support of our fund offices, NASRCC members enjoy great benefits that provide a rewarding life for themselves and their families.
The File Clerk will prepare, administer, review, and analyze applications from members of the NASCBF pension and annuity plans under the supervision of the Retirement Services Manager. Dependability and consistent attendance are important components of the position.
ESSENTIAL DUTIES & RESPONSIBILITIES
- Primarily responsible for filing and scanning within the Pension and Annuity Department.
- Provides customer service by responding to requests from members by mail, electronically, telephone, or in person.
- Coordinate retiree responses with appropriate mailings for copies of tax returns from pensioners. Review and track responses to determine whether further review is necessary.
- Assist department members in any further action regarding prohibitive employment that may be necessary because of management determinations.
- Process member applications for loans.
- Process pensioner/ beneficiary requests or changes to member database such as tax changes,
- EFT requests or changes and Health Premium Deduction changes.
- Initiates stop payments, voids and replacement checks.
- Maintain accurate files for all participants, including current information, beneficiaries and any transactions in their account.
- Record, photocopy and scan weekly loans and forward to financial institution for issuance of checks.
- Process Beneficiary Designation forms.
- Perform various office duties and cover reception desk, as needed.
- Provide administrative support to the department manager and assistant manager.
- Assist with special projects
- Perform general clerical duties, as needed.
- Other duties, as assigned.
EDUCATION & EXPERIENCE
- Post-secondary education (minimum High School diploma with relevant business experience)
- Experience in employee benefits, with a concentration in retirement plans, a plus.
- Strong working knowledge of processing systems, including Microsoft Office suite (Word, Excel).
- Ability to work in a team environment and willingness to cross-train in all areas of Pension and Annuity benefits.
- Excellent interpersonal and communication skills; must be able to interact effectively with internal staff and external clients.
- Bilingual (English/Spanish) a plus.
PHYSICAL REQUIREMENTS
- Regularly required to operate standard office equipment (personal computer, photocopy machine, fax machine, etc.).
- Ability to work on a computer up to 7 hours a day.
- Regularly required to sit for long periods of time, and occasionally stand and walk.
- Regularly required to use hands to operate computer and other office equipment.
- Close vision is required for computer usage.
BENEFITS:
At North Atlantic States Carpenters Benefit Funds, we offer a comprehensive benefits package that includes company-paid medical, dental, vision, life and disability insurance plans. We also offer vacation, paid holidays, PTO and two retirement plans. At NASCBF, our employees enjoy a shorter workweek (37.5 hours), a good work-life balance and work that is always challenging. When you join us you will have the ability to make a difference!
Job Type: Full-time
Pay: From $23.25 per hour
Benefits:
- Dental insurance
- Employee assistance program
- Health insurance
- Life insurance
- Paid time off
- Parental leave
- Retirement plan
- Tuition reimbursement
- Vision insurance