Univest Financial Corporation

  • Pension Plan Support Specialist

    Location US-PA-Allentown
    Posted Date 1 month ago(12/19/2018 8:25 AM)
    Job ID
    4010
    # Positions
    1
    Category
    GIRARD - Girard Pension Services
  • Overview

    Girard 2018

    Responsibilities

    Responsible for preparing and compiling various financial, tax, benefit, or actuarial reports agreed to under GPSs consulting services for client municipalities.

     

    Respond in a timely manner to requests from clients and pension participants.

     

    Serve as a contact point between GPS and several custodians. Responsible for various reporting, administrative, and billing procedures utilized by GPS for the benefit of municipal clients and plan members.

     

    Maintain working knowledge of Muni2014 actuarial reporting system and other benefit determinations and compliance related processes.

                                          

    Prepare and initiate participant benefits, withdrawals, and rollover transactions.

     

    Provide administrative support by answering and routing phone calls, typing various correspondence and reports, and maintaining document files.

     

    Responsible for compliance with various laws and regulations that apply to the position, including the Univest Code of Conduct.

    Qualifications

    Associate or higher level degree in Business or related field.

                                          

    Several years’ experience as an Office Administrator and/or retirement plan third party administrator.

                                          

    Proficient computer skills including working knowledge of Microsoft Office applications, including Word and Excel functions.

     

    Ability to work independently, within guidelines and procedures, to promote efficient and accurate workflow.

     

    Excellent interpersonal, verbal and written, and relationship building skills.

     

    Professional attitude and willingness to work together with a team toward common goals.

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