Retirement Counselor
1199SEIU Family of Funds - New York, NY

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Responsibilities:
Review the accuracy of all processed pension claims

Provide confidential retirement counseling to active, inactive, disabled and retired members; assist them with benefit computation, methods of retirement benefits, payments and taxability of retirement income and retiree health benefits

Interpret retirement rules, procedures and requirements for 1199SEIU members

Calculate retirement estimates of benefits based on review of personnel records, evaluation of service credit and salary data; research and analyze personnel data to provide information

Ensure required supporting documents are submitted and determine needs for additional information in order to meet requirements

Review and authorize members eligibility for retiree health benefits

Review and authorize detailed earnings from the Social Security Administration

Work closely with supervisors in maintaining and reviewing work production

Perform additional duties and projects as assigned

Qualifications:
High School Diploma or GED required; Some College or Degree preferred

Minimum of two (2) years experience processing pension claims/calculations required

Bilingual (Spanish) preferred

Knowledge of all aspects of the 1199SEIU, League of Voluntary Hospitals, Home Care, Greater New York and 144 Pension Funds’ Administration including: eligibility requirements, regulations, benefits provisions, and enrollment protocols; familiarity with at least two (2) Funds preferred

Must demonstrate leadership ability and be able to communicate with professionals such as doctors, lawyers and various agencies

Must demonstrate effective oral and written communication skills

Must meet performance standards including attendance and punctuality