Job Description

Job Description

Job Description

Summary / Objective

This position is responsible for the professional and managerial work overseeing the administration of the County of Lehigh's Retirement (Pension) System ensuring the retirement plan is administered in accordance with ACT 96 Pension Law.

Position Duties and Responsibilities

• Oversees pension program processing activities to ensure accurate, timely, and efficient allocation of retirement benefits.
• Conduct individual retirement conferences with employees to effectively communicate the retirement options and complete all required documentation.
• Provide retirement calculations, analysis, and payments for the members retirement options, withdrawals, and purchases of previous service time and military buy backs.
• Maintain all records of the plan participants and beneficiaries including active, vested, retired and separated members.
• Compile and verify data provided to Actuaries for the administration of benefits and year end accounting along with yearly valuations and GASB reporting requirements.
• Provide effective and efficient customer service for inquires received from employees, retirees, vested members, and beneficiaries regarding the benefits and accounts.
• Perform monthly processing of retiree checks, contribution refunds, death benefit payments as well as annual processing of tax records (1099's).
• Implement and maintain processes to ensure data accuracy.
• Attend public pension board meetings to answer questions concerning the retirement system, explain benefits and compliance processes, and maintain solid relationships.

Other Duties

• Serve as primary liaison for external service providers related to the retirement program and other organizations affiliated with existing and potential clients.

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Requirements and Qualifications

• Bachelor's Degree in Accounting, Finance, or related field.
• Minimum 2 years of management experience in a retirement system or equivalent.
• Computer literate; proficient using Microsoft Suite (Word, PowerPoint, Outlook, Excel).
• Strong written, verbal, and communication skills.
• Accurate and precise attention to detail while maintaining confidentiality and sensitive information with integrity.

Ability to multi-task and meet varying deadlines, identify problems,

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