Client Service Associate - Univest Financial Corporation

At Girard we invest in the success of our employees and customers. We offer our employees the ability to be their authentic selves, while fostering a culture and an environment that inspires change and inclusivity. Seeking career-focused individuals, looking to bring passion and creativity to drive change. Our employees are encouraged to work collaboratively and embrace innovation to deploy needs based financial solutions in the communities we serve.

We're hiring a Pension Support Specialist to join our Allentown Team.

Serve as a contact point between GPS and several custodians. Accountable for various reporting, administrative, and billing procedures utilized by GPS for the benefit of municipal clients and plan members.

Utilizing FT Williams software, prepare plan level contribution reports and annual member contribution statements.

Assist with preparing and compiling various financial, tax, benefit, or actuarial reports agreed to under GPSs consulting services for client municipalities.

Respond in a timely manner to requests from clients and pension participants.

Prepare and initiate participant monthly benefit payments, withdrawals, and rollover transactions.

Provide administrative support by answering and routing phone calls, typing various correspondence and reports, and maintaining document files.

Responsible for compliance with laws and regulations that apply to this position including the Univest Code of Conduct

Perform other duties as assigned

Minimum associates degree, bachelor degree preferred, in Business or related field.

Several years experience as an Office Administrator and/or retirement plan third party administrator.

Proficient computer skills including working knowledge of Microsoft Office applications, including Word and Excel functions.

Ability to work separately, within guidelines and procedures, to promote efficient and accurate workflow.

Excellent relational, communication, and writing skills.

Professional attitude and willingness to work together with a team toward common goals.

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An Equal Opportunity Employer.  All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.