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Reciprocity & Research Analyst

Job Details

ALEXANDRIA, VA

Description

The United Association National Pension Fund (UANPF) is a multi-employer defined benefit pension fund established over 50 years ago.  We are responsible for administering retirement benefits nationwide for over 160,000 hardworking members of UANPF and their families.

The Reciprocity Analyst I is a trainee position open for a maximum of 36 months.  It is expected that after 18 to 36 months in the position, the analyst will have progressed sufficiently to be promoted to a Reciprocity Analyst II.  The Reciprocity Analyst I processes reciprocal remittance reports received from bank lockbox, by mail and via download from UARS into basys; reviews reciprocal disbursement reports and makes corrections to members’ records to ensure proper reciprocity; researches and responds to reciprocal inquiries regarding hours and rates; receives and pursues all missing reciprocal hours inquiries from the Pension Department; maintains accuracy of member contribution records; and communicates with individual participants, locals and employers in order to answer questions regarding the accuracy of records.  The Reciprocity Analyst is responsible for maintaining the confidentiality of all data and information pertaining to the Fund’s operations and is not to disclose any proprietary information without proper authorization.

If this role sounds like one you’d excel in and enjoy; join us as a Reciprocity and Research Analyst I at the United Association National Pension Fund (UANPF).

 

Core Competencies

  • Excellent time management skills with the ability to set priorities and meet deadlines
  • Highly motivated self-starter
  • Ability to demonstrate honesty, integrity, and professionalism at all times
  • Easily adaptable to changes in priorities and workload
  • Strong critical thinking skills and the ability to exercise sound judgment
  • Must have a professional and positive attitude with a customer service-focused approach
  • Solid organizational skills and the ability to effectively multitask
  • Excellent analytical skills and ability to perform accurate mathematical calculations
  • Exceptional verbal and written communication and interpersonal skills including effective telephone communications
  • Ability to perform daily functions with minimal supervision, once fully on-boarded

 

Responsibilities

Expectation to become proficient in the following areas:

  • Become familiar with the UA National Pension Fund Reciprocal Agreement and the Pro Rata Partial Pension Addendum.
  • Reviews, processes and enters less complicated reciprocal remittance reports into basys received from the UARS website, bank lockbox and by mail.
  • Deposits local pension fund remittance checks received directly at the Fund office, verifying the amount received corresponds to the report and ensures the check is filled out correctly and is signed.  Balances check deposits and gives necessary back-up to the Accounting Group.
  • Performs a detailed and accurate review of less complicated reciprocal disbursement reports and member contribution records and makes corrections to the Member and CRM files as needed.
  • Maintains local pension fund rate information and notifies Fund staff of rate increases/decreases.
  • Reviews and processes simple reciprocal refund requests.
  • Answers general correspondence and telephone inquiries from travelers and local pension fund personnel regarding hour and rate related reciprocal questions and other general inquiries related to reciprocal rules and procedures. Communicates with other pension funds and travelers regarding the status of contributions reciprocated or due to be reciprocated by the National Pension Fund. 
  • Researches and responds to less complicated Monthly Annual Statement and Annual Hours inquiries.
  • Responds to inquiries received from the Pension Department regarding missing reciprocal contributions.
  • Prepares all applicable documents for imaging including, wage rate sheets, missing hours inquiries, reciprocal correspondence, etc.
  • Carries out any other duties assigned by the Reciprocity Group Supervisor, Assistant Supervisor and/or the Fund Administrator.

 

SALARY: Level IV ($1,197 per week)

 

HOURS:  8:30 AM to 4:30 PM (37.5-hour work week)

 

BENEFITS: The United Association National Pension Fund offers a competitive salary and 100% employer-paid benefits that protect you and your family.  Employer-paid benefits include medical insurance, prescription drug, dental and vision benefits, short and long-term disability benefits, a defined benefit pension plan; plus 401 (k) plan, flexible spending accounts, and free parking.

Qualifications

  • College degree or four years of related work experience preferred.
  • Excellent oral and written communication skills and a pleasant and articulate telephone manner.
  • Proficiency in Microsoft Word and Excel (create, format, and use an Excel spreadsheet including formulas) and the ability to use Microsoft Outlook and strong personal computer skills (Windows applications).
  • Detail-oriented and has good analytical and organizational skills. 
  • Accurate mathematical skills and efficient use of calculator.
  • Strong record of working as a self-starter, accepting responsibility, and working independently
  • Ability to handle multiple tasks concurrently.
  • Strong record of working well with others and maintaining good public and inter-office relations.
  • Ability to work well under pressure and to work overtime when necessary.
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