Job Description

Pension Analyst - UFCW & Employers Trust, Benefits Administration, CONCORD CA

Are you looking to make an impact on people’s everyday lives in your community? UFCW & Employers Trust, LLC is an organization that ADMINISTERS HEALTH AND PENSION BENEFITS FOR ESSENTIAL WORKERS OF EMPLOYERS LIKE SAFEWAY, SAVE MART, AND RALEY’S. Every one of our staff is committed to providing efficient, responsive, friendly service and accurate information to serve all of our constituencies: our employee members, dependents, local unions, employers and service providers.

At UFCW & Employers Trust we pride ourselves on a culture of recognition, kindness, and authenticity. Our purpose is to provide exceptional benefit administration to those we serve while focusing on core values like Trust, Teamwork, Empathy and Innovation. We are a team of inclusive, hardworking, emotionally intelligent, and humble individuals who deliver results. If you are looking for an excellent opportunity in a dynamic work environment, with a first-class benefits package, and opportunities to grow professionally, UFCW & Employers Trust wants to hear from you! We are currently seeking a Benefits Specialist professional to join our winning team.

WE OFFER

• $27.66 with scheduled yearly increases
• Full benefits package (medical: Kaiser or Blue Shield, dental, vision, life insurance, death benefit, employee member assistance program) with no premiums for employees and low premiums for dependents
• Defined Benefit Pension Plan
• 401(k) match and individual consulting with pension consultant
• Generous Paid Time Off (starting at 2.7 weeks up to 5.6 weeks) and Sick Time
• Generous holidays (11.5 paid days per year)
• On-site free gym in Concord
• Complimentary coffee service everyday
• Our Concord location includes free parking, and is conveniently located in the central east bay, beside the I-680 freeway and accessible to BART. The adjacent Veranda Shopping Center (www.shoptheveranda.com) is within walking distance and has a variety of restaurants, retail shopping, and events.

OUR CULTURE

• Our mission to provide exceptional benefit administration for essential workers is what drives us. What we do matters and touches the lives of over 228,000 participants who work for 116 entities.
• We have been in business since 1957 and are expanding. Come grow with us!
• Average employee tenure of 10 years
• Culture of recognition
• Variety of paths for career advancement
• Exciting events
• An amazing team of professionals to collaborate with and learn from!

POSITION OVERVIEW

The Pension Analyst will need to develop a thorough understanding of the Plans and their rules and regulations and must be guided by them in fulfilling the essential duties and responsibilities as described below. A Structured Training Program is used to help the Pension Analyst learn quickly. The Pension Analyst performs technical and administrative duties associated with the processing and verification of members’ pension inquiries and applications applying the rules and regulations of the Plans. Researches issues and communicates with members, families, union representatives, other UFCW departments and financial institutions.

CANDIDATES WHO HAVE BEEN SUCCESSFUL IN THIS ROLE: EXPERIENCE IN BENEFITS, ACCOUNTING OR FINANCE OR FROM THE BANKING INDUSTRY. PENSION EXPERIENCE IS NOT REQUIRED.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Reviews, analyzes and verifies pension inquiries and applications
• Determines benefit eligibility, evaluate and determine retirement types’ member qualifies for and calculate pension benefits amount under all Trust Fund plans.
• Performs and/or verifies required calculation of: vesting credit, plan service credit, account balance, service breaks, and other issues.
• Performs data entry and data correction tasks to update and correct member information. Update pension data in Pension information systems.
• Prepare reports in support of disbursement totals.
• Assists in training and verifying work of other Pension Analysts.
• Assists with special projects.

QUALIFICATIONS

• High school diploma
• Effective communication skills and knowledge of grammar, spelling, punctuation and simple mathematical functions like percentages, ratios, etc.
• Strong analytical and organizational skills.
• Experience with Microsoft Office, Excel and Word or equivalence.
• Knowledge of Defined Benefit and Defined Contributions Plans a plus.

PHYSICAL DEMANDS AND WORK ENVIRONMENT

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Work is performed in a standard office environment with possible minor inconveniences due to occasional noise, crowded working conditions, and/or minor heating, cooling, or ventilation problems. While performing the duties of this job, the employee is required to:

• Sit (regularly)

• Stand or walk (occasionally)

• Talk or hear (regularly)

• Use hands to finger, handle or feel (regularly)

• Reach with hands and arms (regularly)

• Must be able to access and navigate each department at the organization’s facilities.

Vision abilities required by this job include close vision and the ability to adjust focus. The employee is regularly required to lift and/or move up to 10 pounds and may occasionally be required to lift and/or move up to 30 pounds (such as a box of paper).

THIS POSITION IS SUBJECT TO A PRE-EMPLOYMENT NEGATIVE DRUG SCREEN AND SATISFACTORY COMPLETION OF A BACKGROUND CHECK AND REFERENCE CHECKS.

This position is based out of Concord, California. Location: 1000 Burnett Avenue, Concord, CA 94520