Accountant â Retirement
Accountant â Retirement
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Job Description
Summary / Objective
This position is responsible for the professional and managerial work overseeing the administration of the County of Lehighs 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 (1099s).
- 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
- Bachelors 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
Employment Type
Full-Time
