Team Leader – International Pension Fund Customer Service Department : District of Columbia

Team Leader
International Pension Fund Customer Service Department

Based in Washington, DC

Washington DC based International Union is seeking a Team Leader for our International Pension Fund Customer Service Department.

Duties and Responsibilities

• Corresponds to Plan participants, their beneficiaries and local representatives in writing and verbally regarding eligibility for benefits.
• Review written correspondence and applications for the International Retirement Savings Plan (RSP) to determine eligibility for withdrawal including Required Minimum Distribution (RMD) calculations.
• Review and update tax and Direct Deposit information prior to transmitting the monthly RSP approval file to financial institutions.
• Draft and produce content to publish in the IPF Retirement Blueprint, Summary Annual Report, BAC Journal, other mailings and the IPF website.
• Coordinate IPF employer withdrawal liability assessments and estimates with Fund counsel/actuary/Local Union and IU officers.
• Provide contractors and their accountants with annual funding request in line with FASB requirements.
• Maintain and update application forms as needed for the International Pension Fund, IPF-Canada, RSP and 401(k) Plans.
• Provides support to the IPF Member Services and Pension Payroll Departments so that customer service calls are answered in a timely, efficient and knowledgeable manner.
• Performs all necessary supervisory functions to effectively and efficiently manage the personnel assigned.
• Backup to Pension Payroll Department.
• Other duties/projects that are assigned.

SKILLS & OTHER REQUIREMENTS

• Requires proficiency in basic arithmetic and ability to perform mathematical computations relating to the calculation of benefits.
• Superior writing, communication, presentation and interpersonal skills with the ability to collaborate and communicate across a variety of communication platforms.
• Must be self-motivated, responsible and have a strong payroll background.
• Excellent problem solving/judgment skills, and high level of attention to detail and accuracy.
• Strong organizational skills and the ability to work under pressure and meet tight deadlines.
• Excellent skills using Microsoft Office Publisher and Internet Explorer for research and publishing retirement planning documents.
• Must have the ability to communicate effectively, orally and in writing.
• Work experience in a Taft-Hartley multi-employer environment preferred.
• Excellent technical knowledge of defined benefit and defined contribution pension scheme.
• Knowledge of applicable retiree tax laws.

We are convenient to Metro and offer a generous benefit package including pension, full medical insurance, 401(k) and a free onsite fitness center.

To Apply
Please send cover letter, résumé and salary requirements to: hrposition@bacweb.org.