Pension Control Clerk

JOB TITLE:

Pension Control Clerk 1

DEPARTMENT:

Pension

REPORTS TO:

Tracy Thompson

JOB DUTIES:

Provides service to the participants of the Pension Funds administered by ZAS.

Responsibilities include:


* Processing requests for change of address, direct deposit, federal withholding deductions, stop payment orders and verification of income.


* Processing of deceased/suspended participants, retirees and beneficiaries.


* Processes issuance of manual checks and voided checks.


* Balances and proofs monthly benefit payment cut-off.


* Prepares Statistical Reports, Approved Lists, Retirement Register Lists, Federal Withholding Lists, Out of Country and NRA Lists on a periodic basis.


* Researches stale dated checks and follow-ups with retirees.


* Prepares documentation and assists with follow-up on Incompetent/Incapacitated Retirees and Beneficiaries, Certification of Disability and Certification of Disabled Pensioner's Continued Disability.


* Processes semi-monthly disability benefit payments and prepares cover letters to claimants and employers.


* Prepares check transmittal registers to the bank for semi-monthly disability benefit payments.


* Establishes total amount for transfer of funds on lump-sum benefit payouts.


* Documents participant interaction via utilization of the Encounter Tracking System (or equivalent system).


* Provides back-up assistance to retirees with address changes, stop payment orders, and direct deposit inquiries.


* Assists in processing of verification of income forms from various agencies.


* Performs various clerical duties (typing, filing, copying, microfilm and microfiche research, etc.) as required.


* Provides back-up assistance to the receptionist in answering telephone and handling walk-ups.


* Performs data entry of month end cutoff.


* Prepares and processes approval letters for new retirees.


* Must meet the departments' quality and production standards for this job, as provided on the work standards grid.

JOB REQUIREMENTS:

Minimum Education & Experience

HS or GED.

Computer Operations


* Must be PC literate.


* Demonstrates strong working knowledge of Microsoft Excel & Word


* Typing skills to meet or exceed 35 WPM


* General knowledge of 10-key.

Mental/Visual concentration or Manual Dexterity


* Requires normal concentration


* easily learned simple movements.

Physical Work Environment


* Normal degree of physical effort in typical office environment with comfortable, constant temperatures and absence of objectionable elements.

Competencies:


* May be subject to interruptions.


* May be required to lift a maximum of 25 lbs.

Must be able to have flexible work schedule when workflow requires


* Meets established attendance and punctuality guidelines.

Customer Focus

Understand customer needs, both internal and external.

Quality Focus


* Looks for opportunities to provide the h...