Job Title: Pension Assistant I (Term Position)                         Grade: TS - 4

Purpose:
This position is responsible for maintaining pension benefit records and commencing
pension benefits in accordance with plan rules and regulations for the SEIU Benefit
Funds. The SEIU Benefit Funds administer multiple benefit funds in a fast-paced
environment.

Primary Responsibilities: (Any one position may not include all of the specific duties
and responsibilities listed. Examples provide a general summary of the work required
and should not be treated as a total and complete list of expected duties to be
performed by employees in the classification.)
x Commences monthly and lump sum pension benefit payments.
x Maintains Pension Master File Records including: a) tax withholdings b) union dues
withholdings, c) pensioners working after retirement recalculations and d)
pensioners exceeding limits for working after retirement.
x Consults, researches, and resolves issues regarding various issues related to
participants, beneficiaries, trustees, employers, etc.
x Prepares letters related to pension benefits as required.
x Provides information to SEIU Benefit Funds Call Center Department regarding
benefits in a timely manner.
x Processes data for and/or prepares filings and notices as required.
x Processes and maintains participant and beneficiary census and payment data.
x Assists with implementation of software.
x Monitors and maintains benefit application data.
x Assists with clerical functions of the SEIU Benefit Funds.
x Assists Executive Director, Deputy Director, Benefits Processing Manager and
Assistant Benefits Processing Manager with special projects as assigned.
x Performs other duties as required to support the mission of the department and the
SEIU Benefit Funds.

Direction and Decision Making:
This position reports to the Benefits Processing Manager.

Education and Experience:
Associates degree from an accredited college or university with coursework including
business administration or other related coursework and one (1) year of experience in a
business administration or pension environment.

Equivalency:
High school or GED and three (3) years of experience in a business administration or
pension environment.
Or, a combination of education and experience that would provide for the following
knowledge, skills, and abilities:
x Ability to communicate effectively, both orally and in writing.
x Ability to think critically and produce sound, logical conclusions.
x Ability to perform data entry functions.
x Ability to work efficiently and effectively in demanding environment.
x Ability to handle sensitive situations in a calm respectful manner

x Ability to handle multiple projects, meet established deadlines and adapt to an ever-
changing environment for the purpose of accomplishing results.

x Ability to organize work/tasks to provide for systematic and efficient processes.
x Ability to produce work accurately and thoroughly.
x Ability to maintain flexible attitude and approach toward assignments while actively
participating and supporting a team environment.
x Proficient in the use of personal computers using accounting, database, and
spreadsheet software or other SEIU Benefit Fund Office software, including
Microsoft Office Suite, in the performance of record keeping.

Test Certifications:
Excel (Intermediate); Word (Intermediate)

Probationary Period:
Sixteen (16) calendar weeks

Term of the Position:
Up to one (1) Year