Pension Control Clerk 1




Tracy Thompson


Provides service to the participants of the Pension Funds administered by ZAS.

Responsibilities include:

Processing requests for change of address, direct deposit, federal withholding deductions, stop payment orders and verification of income.

Processing of deceased/suspended participants, retirees and beneficiaries.

Processes issuance of manual checks and voided checks.

Balances and proofs monthly benefit payment cut-off.

Prepares Statistical Reports, Approved Lists, Retirement Register Lists, Federal Withholding Lists, Out of Country and NRA Lists on a periodic basis.

Researches stale dated checks and follow-ups with retirees.

Prepares documentation and assists with follow-up on Incompetent/Incapacitated Retirees and Beneficiaries, Certification of Disability and Certification of Disabled Pensioner's Continued Disability.

Processes semi-monthly disability benefit payments and prepares cover letters to claimants and employers.

Prepares check transmittal registers to the bank for semi-monthly disability benefit payments.

Establishes total amount for transfer of funds on lump-sum benefit payouts.

Documents participant interaction via utilization of the Encounter Tracking System .

Provides back-up assistance to retirees with address changes, stop payment orders, and direct deposit inquiries.

Assists in processing of verification of income forms from various agencies.

Performs various clerical duties as required.

Provides back-up assistance to the receptionist in answering telephone and handling walk-ups.

Performs data entry of month end cutoff.

Prepares and processes approval letters for new retirees.

Must meet the departments' quality and production standards for this job, as provided on the work standards grid.


Minimum Education & Experience

HS or GED.

Computer Operations

Must be PC literate.

Demonstrates strong working knowledge of Microsoft Excel & Word

Typing skills to meet or exceed 35 WPM

General knowledge of 10-key.

Mental/Visual concentration or Manual Dexterity

Requires normal concentration

easily learned simple movements.

Physical Work Environment

  • Normal degree of physical effort in typical office environment with comfortable, constant temperatures and absence of objectionable elements.
  • Competencies:
  • May be subject to interruptions.

    May be required to lift a maximum of 25 lbs. Must be able to have flexible work schedule when workflow requires

  • Meets established attendance and punctuality guidelines.

    Customer Focus

    Understand customer needs, both internal and external.

    Quality Focus

    Looks for opportunities to provide the highest quality service. Maintains appropriate documentation.

    Works with other employees/departments to ensure timely and quality service.


    Strong analytical/problem solving skills Strong research skills

  • Mathematical proficiency required.


    Solid written, verbal and presentation skills.

    Listens actively and communicates effectively with participants, co-workers, clients, employers and vendors.

    Interpersonal Relations

    Assists participants, co-workers, clients, employers and vendors in a friendly, courteous, and professional manner.

  • Uses courtesy in communication and working with others.

    Works with other employees/departments to ensure timely and quality service.

    Patience and rapport with others required.


    Works well in a team environment with minimal supervision.

    Contributes to team tactics to meet defined goals.

    Supports a work environment that is conducive to team productivity.

    Accepts team decisions and works toward implementation.

    Positive Attitude

    Highly motivated.

    Demonstrates flexibility and resilience when faced with multiple demands and shifting priorities.


    Approaches all business decisions and actions guided by sound personal and professional beliefs.

    High level of credibility and confidentiality.

  • Earns trust by dealing honestly and following through on commitments.

    Level III


  • Pre-Employment Test for new hires.

    Typing Test.

  • MS Word and Excel.

    Interested applicants should apply through our new ATS system by COB Friday, February 4, 2022. EMail If you have any questions or call 419-519-2214. The link can also be found on our intranet.

    Job Details:

    Posted Date : 2022-05-07

    Job type : Full Time

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