Retirement Representative I presso CHRISTIAN BROTHERS SERVICES

Description

Join us at Christian Brothers Services, where our mission is to support and serve the Catholic Church and its ministries across the nation. Our Enterprise Operations division has a full-time opening for a Retirement Representative. As a Retirement Representative, you’ll play an essential role in administering both Defined Benefit (DB) and Defined Contribution (DC) plans—ensuring accuracy, timeliness, and compassionate service for our members and participating employers. If you’re organized, analytical, and committed to excellence, we’d love for you to bring your expertise to our mission-driven team.

Pay range: $22.00 to $23.50 per hour

Key Responsibilities

• Process retirement elections, benefit calculations, and payment setups for defined benefit plans.
• Review employee records, resolve data discrepancies with employers, and confirm calculation accuracy.
• Support participant and employer inquiries by phone and email, delivering exceptional customer service.
• Handle daily administrative functions such as pension verification letters, estimates, death processing, and retiree record updates.
• Run scheduled reports and assist with annual and quarterly processes including death audits, vested terminations, and overpayment tracking.
• Assist Plan Consultants with special projects such as data cleanup, discrepancy resolution, and employer data requests.
• Support defined contribution operations by monitoring contribution reports, reconciling payments, processing corrections, and communicating with employers about reporting issues.
• Identify and suggest opportunities for process improvement to enhance efficiency and accuracy.

Christian Brothers Services is a not-for-profit comprised of cooperative programs providing administrative and managerial services to Catholic organizations. We offer competitive salary and a competitive benefits package!

Benefits:

• 403(b)
• 403(b) matching
• Pension
• Dental insurance
• Disability insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Qualifications

Qualifications

• High school diploma or equivalent required; college coursework preferred.

• 5+ years of experience in defined benefit plan administration required.

• 5+ years in a business office environment required.

Skills

• Strong communication skills (written and verbal).

• High attention to detail and accuracy with numerical data.

• Proficiency in Microsoft Word and Excel.

• Ability to manage multiple priorities and deadlines.

• Commitment to delivering exceptional service to members and employers.