Community Bank System, Inc. Utica , NY 13504
Posted 2 months ago
Overview
Benefit Plans Administrative Services (BPAS) is a leading provider of employee benefits administration, trust services, collective investment fund administration and actuarial consulting services to customers on a national scale. We support 4,200 retirement plans, $115 billion in trust assets, $1.3 trillion in fund administration, and more than 810,000 participants. With our breadth of services, depth of creative talent, and financial resources, we are well-positioned to help our clients solve all their benefit plan challenges without the need to engage multiple providers. One company. One call.
Responsibilities
This position is responsible for scanning all daily operational paperwork and completing Mass Mailing Requests. Responsibilities also include assisting in the completion of monthly Participant Benefit Statements and assisting employees from other departments when necessary.
Essential Duties:
Daily Scanning of operational paperwork (including clean-up of old files)
Enrollment Forms
Beneficiary Forms
MPL Paperwork
Incoming IRA Forms
Fund Change Paperwork
Trust Paperwork
Preparing scanned paperwork to be processed for offsite maintenance
Complete Mass Mailing requests and place Billing Tasks; utilizing database systems
Utilize Insertion Equipment monthly in regards to Quarterly Participant Benefit Statements.
Assist, and perform as back up to the Receptionist and/or Administrative Assistant when necessary:
Phone
Reception
Scanning/Filing
Stuff envelopes as required
UBS Download
B50 letters
Print labels from database as required
Open, date, stamp and distribute incoming department mail
Match up distribution/loan checks and letters and prepare for outgoing mail.
Assist support positions from other departments when necessary
Perform other duties as requested or required
Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures and internal controls, and meet all training requirements in a timely manner.
Qualifications
Education, Training and Requirements:
High School Diploma or equivalent is necessary; 2-year college degree preferred;
2 year accounting degree helpful toward advancement potential
All applicants must be 18 years of age or older
Skills:
Good Communication Skills, Good Organizational Skills, PC Literate
Competencies:
Well-developed written and oral communication skills
Attention to detail and good organizational skills required.
Proficient mathematics skills
Relate to co-workers and customers with respect, providing clear and detailed information
Display an intermediate level competency with Microsoft Word and Excel, as well as personal computer skills
Experience:
Other Job Information
Hours: 40 hours/week
Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!
Physical Requirements:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.
The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.
The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.
Minimum
USD $17.50/Hr.
Maximum
USD $23.82/Hr.
Community Bank System, Inc.