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Pension Analyst 9/7/2016

Cbiz Woodstock, GA

Company
Cbiz
Job Classification
Full Time
Company Ref #
4993
AJE Ref #
576107374
Location
Woodstock, GA
Experience
Entry Level (0 - 2 years)
Job Type
Regular
Education
High School Diploma or GED

JOB DESCRIPTION

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CBIZ Overview

With over 100 offices and over 4,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.

Position Overview

CBIZ is seeking a Pension Analyst in our Woodstock, GA office.

An ideal candidate will have some experience with and knowledge of Defined Benefit (DB) pension plans and pension administration, and be able to perform a wide variety of recurring defined benefit plan administration services for plan participants and clients. This candidate should possess strong communication, logical thinking, problem solving skills, the ability to multi-task, and be comfortable working independently and as a member of a team.

Job Responsibilities

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Calculate estimated and final benefits for DB plans (primarily death and disability but also retirement, termination, and QDRO benefits)
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Analyze death audit
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Run daily death reports
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Create survivor records
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Create forms and files to be processed by Trustee
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Process overpayments and refunds
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Analyze and process Long Term Disability (LTD) records
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Weekly finalization of benefit payments including data entry and review
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Run, analyze, and process various bi-monthly and monthly pension benefit reports
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Create letters and retirement packages
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Update data system
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Communicate with vendors


Requirements:


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0 3 years defined benefit plan administration experience
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Strong analytical and problem solving skills
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Solid expertise in Microsoft Excel and Word
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Strong attention to detail
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Respond to participant calls and facilitate requests
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Strong oral and written communication skills
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Ability to organize, set priorities, work independently and complete multiple projects within established deadlines
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Maintain current knowledge of client specific plan provisions
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Able to work independently and in a team environment
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Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
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Professional, client-focused approach to colleagues and assignments
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High School Diploma (or GED) required; Bachelor s or Associates Degree in Math or relevant field preferred

Equal Opportunity Employer committed to employment of Females, Minorities, Persons with Disabilities and Veterans.
An E-Verify Employer

CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant s race, color, religion, national origin, ancestry, age, gender, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, Please visit following URL for more information: http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf