Job Title:
Supervisor, Retirement Services Operations Labor Grade:
Department: Retirement Services
Reports To:Manager, Retirement Services Operations
FLSA Status: Management - Exempt
Summary: Under the supervision of the Manager, Retirement Services Operations, this position requires the Supervisor to perform a variety of tasks associated with the day-to-day administration of the department's pension plans including payroll operations and retiree administration. Also, mentoring and training the staff on the administration of banking protocols as related to retiree administration, including stop and reissue of checks, pension overpayments, death benefit processing and retiree benefit suspensions and reinstatements.
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 and enforce accordingly.
- Ensure that QA standards are being met and department policies are followed in regard to processing of death benefits, reinstatements, overpayments and other administrative tasks.
- Provide feedback and coaching to staff regarding daily administrative tasks and processing.
- Oversee the payroll processing calendar and batch schedules.
- Supervise monthly payroll processes including death benefits and retroactive payments.
- Assist the Manager, Retirement Services Operations in the annual alive and well solicitation process, ongoing death and lost participant searches for pension funds and SRSP.
- Assist the Manager, Retirement Services Operations in the daily administration of the SRSP.
- Draft and/or review complex member communications.
- Work directly with Fund professionals such as the Fund Actuary and Independent Auditors in providing data necessary to complete the annual actuarial valuation and plan audits.
- Assist the Manager, Retirement Services Operations with all annual plan compliance notices.
- Review and update of all forms and letters mailed to members and pensioners in accordance with the Funds style guidelines and Fund Counsel/Compliance requirements.
- Identify, arrange, and deliver team training.
- 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: - 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.
- Demonstrate the ability to prioritize tasks and shift resources as needed.
- 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:- B.S. Degree in Accounting or related field and three to five (3 - 5) years of supervisory experience, some in a customer service environment. Pension and/or call center experience preferred.
Reasoning Ability: High
Certificates, Licenses, Registrations: None