Job Description
Are you a detail-oriented professional passionate about federal retirement benefits?
We are seeking a highly skilled Federal Pension Plan Specialist to join our dedicated team in San Diego. In this pivotal role, you will manage weekend shifts, ensuring timely processing of pension claims and providing exceptional service to federal retirees. This position offers a unique opportunity to work in a high-impact environment with a focus on financial security and regulatory compliance.
As part of our San Diego operations, you will handle complex pension calculations, advise clients on eligibility, and ensure adherence to strict federal guidelines. If you thrive in a dynamic, remote-capable federal setting and are available for weekend shifts, we want to hear from you.
Responsibilities
- Pension Processing: Accurately calculate and process federal pension applications, including survivor benefits and disability retirement claims.
- Client Advisory: Provide expert guidance to federal employees and retirees regarding eligibility, vesting, and benefit distribution options.
- Weekend Operations: Oversee the weekend intake and triage process for urgent pension inquiries, ensuring no client is left without support.
- Compliance: Ensure all pension plans and withdrawals comply with ERISA regulations and federal government policies.
- Data Management: Maintain precise records of all transactions and communications within the secure federal database.
- Problem Resolution: Investigate and resolve discrepancies in pension calculations or benefit statements efficiently.
- Collaboration: Work closely with the full-time team to ensure continuity of service during the weekend hours.
Qualifications
- Education: Bachelor’s degree in Finance, Accounting, Business Administration, or a related field (or equivalent experience).
- Experience: Minimum of 2-4 years of experience in pension administration, retirement planning, or federal benefits management.
- Regulatory Knowledge: Strong understanding of ERISA, FERS (Federal Employees Retirement System), and CSRS regulations.
- Availability: Must be available to work weekends (Saturday and Sunday) on a regular basis.
- Technical Skills: Proficiency with federal case management software and Microsoft Office Suite.
- Communication: Excellent verbal and written communication skills with the ability to explain complex financial concepts clearly.