26 results for Application Processor in Rye Brook, NY

Pension Specialist

New York, NY
onsite
Contract / Temporary to Hire
30.00 - 35.00 USD / Hourly
Manhattan based NFP is seeking an employer financial/pension specialist. The candidate will be responsible with managing the life cycle of an active member by handling allocations of retirement premium contributions and retirement plan employer/member processing. Primary Responsibilities • Allocate premium payments to member’s retirement account. When the premium payment received from the employer does not match the sum of employee premiums on the invoice, research the employer’s account to determine the reason for the discrepancy. • Review and process new retirement enrollment applications, compensation changes, rollovers, notifications of terminations, calls received from the employer, provides history of payments, and any other related information. Must understand IRS regulations related to Church Pension Plans. • Ensure retirement plans meet plan provisions and eligibility through analysis and audits. • Adjust accounts as needed to correct past discrepancies. • Oversee employer accounts. Contact employers to request missing documentation or clarify payments. Maintain regular contact with the employer to ensure that accounts are handled correctly. • Review unallocated employer payments and invoices to determine the reason the payment did not match the invoice. • Work closely with Legal & Compliance Team and Sales Team to help with the onboarding of new employers. • Manage delinquent accounts • Research Lost Participants. Move funds to suspense account if member cannot be located. • Reconcile daily and monthly premium transmission • Assist with the preparation, production, and handling of monthly invoices • Work closely with Record Keeper and Vendors • Serve as a backup for team members • Other duties as assigned Qualifications/Position Requirements • Undergraduate degree in accounting or business • At least two years of experience in employee benefits processing & pension plan experience • Ability to think ahead, use initiative to anticipate problem areas and suggest improvements. • Must be detailed oriented with strong analytical, problem solving and follow-up skills • Strong interpersonal skills; ability to work well with others internally and externally • Dependability and punctuality required • Ability to maintain confidentiality of employer and member information • Excellent data-entry skills • Good time management skills to meet various deadlines • Handle complex issues and problems, and refers only the most complex issues to higher-level staff • Ability to multi-task and prioritize multiple requests • Ability to process work with accuracy and thoroughness, monitors own work to ensure quality and applies feedback to improve performance • Proficiency in Excel, and Microsoft Office products required. Knowledge CRM & Lotus Notes and Ariel system preferred • Experience working in or with religious and/or nonprofit organizations a plus.
2026-04-07T12:33:43Z