Association Services Associate

About UsYWCA Retirement Fund, Inc. operates as a non-profit, tax-exempt organization, providing a cash balance defined benefit pension plan. Our sole purpose is to ensure income in retirement for employees of participating YWCA Associations. We are committed to supporting the retirement security of the workforce and work closely with YWCA Associations to help manage and maintain participant data.Role DescriptionWe are seeking an Association Services Associate to join our team and support participating YWCAs with managing and processing key data regarding employment status, contributions, salary, hours, and employee contribution elections. This position also assists with tracking, invoicing, and resolving any Fund-related inquiries. If you are a detail-oriented, highly organized individual with strong communication and problem-solving skills, we encourage you to apply.Key ResponsibilitiesResolve Contribution Discrepancies: Identify and resolve discrepancies in participant accounts, providing follow-up to ensure resolution and minimize recurrence. Solutions may include collecting missing enrollment, termination, or employee election forms, requesting overdue payments, and updating participant profiles or preparing contribution adjustments.Eligibility Tracking: Generate monthly eligibility tracking templates for participating associations and securely upload them to the file transfer system.Communication & Support: Communicate with YWCAs to address identified issues, calculate and process retroactive enrollments by requesting salary data, calculating retroactive payments and interest, and following up to reduce reoccurrence of issues.Post Contributions & Account Adjustments: Post nonrecurring contributions to the Fund's recordkeeping system and adjust participant accounts as needed.Employee Contributions Collection: Collect employee contributions on a daily basis, process employee contribution elections, and follow up on outstanding election reports.System Support: Provide support to associations using eligibility tracking and invoicing software, especially in the production of retirement invoices, enrollments, re-enrollments, and terminations of participating employees.Data Maintenance: Maintain and update employee data in the eligibility tracking and invoicing software, including historical hours and Social Security Numbers (SSNs).Compliance Support: Assist the Accounting & Finance Department in conducting association compliance payroll reviews.System Updates: Perform updates to association contact information and manage user access changes to Fund systems as needed.Document Management: Retrieve and distribute documents received via the Fund's secure file transfer system and central email mailbox. Ensure proper filing of department records in the online document storage system.Cross-Departmental Support: Provide assistance to other department call queues and support team members as needed.Special Projects: Assist with special projects on occasion as assigned.Qualifications Required:Education & experience:A Bachelors degree and 3 years of business office experience,orAn Associates degree (or equivalent) and 5+ years of experience in benefits, insurance, retirement plan administration, or financial processing.Skills & Competencies:Strong verbal and written communication skills.Exceptional organizational and time-management abilities.Proficiency in Microsoft Office applications (Excel, Word, Outlook).Detail-oriented with the ability to manage multiple projects and deadlines.Strong analytical skills, with a focus on problem resolution and data accuracy.Working at the YWCA Retirement Fund:Some benefits we offer:Excellent medical (with a medical reimbursement plan that covers all copays and coinsurance), dental, life insurance, STD & LTD coverage after 60 days of employment.Pension Plan: YWCA employees become eligible for enrollment after working at least 1,000 hours for one year.Paid Time Off, Sick/Safe Time, Paid Holidays, Personal Days, PFL, FMLA, Bereavement leave, Jury Duty leave, Military leave.Flexible Benefits/Optional Benefits - Available with the first paycheck:403bMedical FSADependent care FSAParking FSAHealth Equity/Wage Work Commuter BenefitIf youre looking to be part of a mission-driven organization that cares about the financial well-being of its employees and you have the qualifications and passion for member services and retirement fund administration, wed love to hear from you.

Created: 2025-03-09