National Contribution Technician (TERM), Benefits Fund

Job Title: National Contribution Technician (TERM) Grade: TS-5

Purpose:
This position is responsible for posting and balancing all incoming contributions and
reports for SEIU Benefit Funds Office. This position handles sensitive and confidential
information.

Primary Responsibilities: (Any one position may not include all of the specific duties
and responsibilities listed. Examples provide a general summary of the work required
and should not be treated as a total and complete list of expected duties to be
performed by employees in the classification.)
Receives, processes and reconciles contribution remittances.
 Receives contributions deposited by Accounting and bank
 Reviews, reconciles and records employer data
 Tracks and notes any discrepancy found
 Contacts employer if warranted for additional information needed
 Records batch/batches in log
 Gives batch/batches to position maintaining control log
Assists in clerical function of SEIU Benefit Funds Collections Department
 Monthly mailings of reports and letters
 Monthly mailing of census and beneficiary cards
 Filing of correspondence received, closed reports, etc (electronic and paper)
 Scanning of delinquency letters
Monitors and resolves issues related to contributions received with and without
approved CBA
Provides information requested by fund consultants, as directed by management.
 Assists outside consultants (attorneys, auditors, actuaries, etc) in providing
requested information requested through Collection Manager or management
Acts as liaison between Collections and Benefits Processing to ensure
participants contributions are accurate
 Assists the Benefits Processing and Payroll Review in verification of accurate
contributions for participants
 Assists the Payroll Review in resolving outstanding audit issues
Collaborates with the Payroll Review to resolve outstanding audit issues
 Assists Payroll Review in resolving outstanding audit issues
Maintains participant and beneficiary census data
 Prepares and coordinates reports for Trustees Meetings
 Performs other duties as required to support the department and its mission.

National Contribution Technician (TERM)
Direction and Decision Making:
This position reports to the Contributions Compliance Manager.

Education and Experience:
Associates degree from an accredited college or university with coursework including
business administration and advanced math or other related coursework and two (2)
years of experience in a multi-employer pension environment.

Equivalency:
High school or GED, one (1) year of college coursework including business
administration and advanced math and three (3) years of experience in a multi-
employer pension environment.
Or, a combination or education and experience that would provide for the following
knowledge, skills and abilities:
 Ability to analyze, interpret, apply and communicate ERISA, DOL and IRS
Regulations as related to the Plans
 Ability to analyze, interpret, apply and communicate plan language
 Ability to create and maintain confidentiality of information
 Ability to perform detailed calculations with accuracy in an efficient manner
 Ability to communicate effectively, both orally and in writing
 Ability to think critically and produce sound, logical conclusions
 Ability to perform data entry functions
 Ability to work efficiently and effectively in demanding environment
 Ability to handle sensitive situations in calm respectful manner
 Ability to handle multiple projects, meet established deadlines and adapt to an
ever changing environment for the purpose of accomplishing results
 Ability to organize work/tasks to provide for systematic and efficient processes
 Ability to produce work accurately and thoroughly
 Ability to maintain flexible attitude and approach toward assignments while
actively participating and supporting a team environment
 Proficient in the use of personal computers using accounting, database, and
spreadsheet software or other SEIU Benefit Funds Office software, including
Microsoft Office Suite, in the performance of record keeping

Test Certifications:
Excel (Intermediate); Word (Basic)

Physical Requirements:
Work is generally performed in an office setting. Overtime required as necessary

Probationary Period:
Sixteen (16) calendar weeks