Retirement Services Supervisor

Company: Building Service 32BJ Benefit Funds
Location: New York
Posted on: May 28, 2023

Job Description:

Job Title: Supervisor, Retirement ServicesDepartment: Retirement ServicesReports To: Manager, Retirement ServicesFLSA Status: Management - Exempt Summary: Under the supervision of the Manager, Retirement Services, this position requires the Supervisor to perform a variety of tasks associated with the day-to-day administration of the departments pension plans. This includes the supervision and allocation of work to the staff who advise members about their retirement benefits. Also, mentoring and training the staff on the administration of pension plans, oversight of the delivery of member education and retirement benefits, reviewing staff work and providing direct member support as needed. Essential Duties and Responsibilities:

• Provide team supervision, assign and monitor staff workload, track deliverables and due dates.
• Provide basic HR guidance on attendance and work performance requirements.
• Ensure that QA standards are being met in regard to pension application processing, call answer rate, and customer service.
• Provide feedback and coaching to staff regarding member interactions and pension application processing.
• Monitor the member appointment calendar daily.
• Demonstrate the ability to prioritize tasks and shift resources as needed.
• Supervise the annual Required Minimum Distribution process for active members and age 70 recalculations, including member communications and appointments.
• Draft and/or review complex member communications.
• Work directly with Fund professionals such as the Fund Actuary and Independent Auditors in providing any information requested necessary in completing the annual valuation and plan audits.
• Internal liaison with Member Services (call center), the Executive Office, and the Union regarding issues and pension concerns.
• Review and update of all forms and letters mailed to members and pensioners in accordance with the Funds style guidelines and Fund Counsel/Compliance approval.
• Assist Manager, Retirement Services in any necessary preparation for Trustee meetings.
• Address escalated issues/calls as necessary with Senior Management.
• Identify and arrange for any training that may prove valuable to team.
• Other projects as assigned by Management.Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Technical Skills:
  • Call center experience preferred
  • Organizational skills
  • Detail oriented
  • Strong mathematical skills
  • Knowledge of MS Office (Word, Excel, Access, etc.)
  • Must possess a strong sense of ownership as well as the ability to take initiative to work independently
  • Demonstrate creativity and innovation while solving problems efficiently
  • Excellent attendance and punctuality Interpersonal Skills:
    • Strong oral and written interpersonal skills.
    • Demonstrated customer service orientation.
    • Excellent communication skills.
    • Ability to work independently coupled with the ability to work as a member of a team.
    • Outstanding work ethic and employment record. Education and/or Experience:
      • College Degree and/or five (5) years of equivalent supervisory experience, some in a customer service environment. Reasoning Ability: HighCertificates, Licenses, Registrations: None PI214976820

Keywords: Building Service 32BJ Benefit Funds, New York , Retirement Services Supervisor, Accounting, Auditing , New York, New York