Job Description

Title

Annuity & Pension Processor - HI 

Category Accounting/Finance Position Requirements

Summary: The Hawaii Annuity & Pension Processor is responsible for processing annuity & pension applications and practices within the office. Will participate in reviewing applications, calculating pension amounts communicate with employers regarding employment information.

Essential Duties and Responsibilities include the following. Other duties may be assigned.

  • Assist in the maintenance of records of participant benefits, eligibility, and payment history.
  • Handling member inquiries (i.e., eligibility, application status, contributions, pension payments, and annual pension and annuity statements)
  • Process annuity plan distribution applications & pension applications in compliance with fund benefit rules, including collecting and verifying participant data, calculating contributions, and ensuring accurate recor...

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