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Associate Counselor, CARE Team

77d040d9 Afa5 44d0 B712 2aa98296db42 19000101 000001 · New York, NY, US, New York, NY · Deleted · $61,724–$64,027 / year · ADP Workforce Now Recruiting

Job facts

FieldValue
Company77d040d9 Afa5 44d0 B712 2aa98296db42 19000101 000001
TitleAssociate Counselor, CARE Team
Normalized title-
Department / team-
LocationNew York, NY, United States
Work model-
Employment typeFull Time
Salary$61,724–$64,027 / year
Statusdeleted
ATS providerADP Workforce Now Recruiting
Posted / first seen2026-05-04 / 2026-05-31
Changed / last seen2026-06-06 / 2026-06-04

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Linked records

Company77d040d9 Afa5 44d0 B712 2aa98296db42 19000101 000001
Source7d40080d-a04b-49ab-9193-90891fd41e41
ATS providerADP Workforce Now Recruiting

Description

Job Code A2226RS Department Name Retirement Services Reports To Assistant Manager, CARE Team FLSA Status Union Code 53A Management No About Us: Building Services 32BJ Benefit Funds (“the Funds”) is the umbrella organization responsible for administering Health, Pension, Retirement Savings, Training, and Legal Services benefits to over 185,000 SEIU 32BJ members. Our mission is to make significant contributions to the lives of our members by providing high quality benefits and services. Through our commitment, we embody five core values: Flexibility, Initiative, Respect, Sustainability, and Teamwork (FIRST). By following our core values, employees are open to different and new ways of doing things, take active steps to improve the organization, create an environment of trust and respect, approach their work with the intent of a positive outcome, and work collaboratively with colleagues. The Funds oversees and manages $11 billion of dollars in assets, which are made up of many, varied and complex funds. The dollars come from a number of sources, including the property owners who pay into the funds on behalf of their employees, and as such, requires those who oversee and manage the money to be highly skilled financial management people. 32BJ Benefit Funds will continue to drive innovation, equity, and technology insights to further help the lives of our hard-working members and their families. We use cutting edge technology such as: M365, Dynamics 365 CRM, Dynamics 365 F&O, Azure, AWS, SQL, Snowflake, QlikView, and more. Please take a moment to watch our video to learn more about our culture and contributions to our members: youtu.be/hYNdMGLn19A Job Summary: Under the supervision of CARE Team Management, the Associate Counselor provides counseling and case management services to active, inactive, disabled, and retired 32BJ members and their dependents. The Associate Counselor delivers guidance on benefit eligibility calculations, methods of retirement payments, taxability of retirement income, retiree health benefits, and disability benefits related to the pension application.This role requires a commitment to empathetic and high-quality service while upholding the CARE Team’s core values of Collaboration, Action, Reliability, and Empathy. Essential Duties and Responsibilities: Make and receive initial and follow-up calls to members whose cases are being handled by the CARE Team.. Interpret retirement rules and communicate pension application procedures and requirements for member retirements, pre-retirement surviving spouses, and post-retirement surviving spouses. Conduct in-person and telephone counseling appointments and process pension applications. Provides supportive, participant-centered guidance to members and dependents, actively listening to understand needs and identify appropriate next steps Review the accuracy of all received pension applications and supporting documents. Process pension elections in Dynamics or v3locity and establish disbursement schedules. Ensure required supporting documents are submitted and verified; determine needs for additional information to meet requirements. Coordinate all communications with members, including but not limited to Pension Summary Letters, Acknowledgement Letters, Missing Information Letters, and Award Letters. Review members eligibility for retiree health benefits. Discuss SRSP (401(k)) distribution options with members. Discuss Legal Fund benefits with members. Provide an overview of Social Security and Medicare benefits to retiring members. Assess the need for detailed earnings reports from the Social Security Administration to assist in finalizing the calculation of pension service credits and review such reports with members. Participate in retirement planning seminars by presenting pension information to large groups. When not providing retirement counseling, work on processing pension applications and estimates (OPEs), including RMD applications and OPEs, reinstatements, and other duties including but not limited to Banking procedures (stop payments, check reissues and EFT changes). Provide back-up support to CARE Support Specialists and CARE Representatives as needed. Work closely with Management in maintaining and reviewing personal work production. Perform tasks and special projects as required by management/supervisory staff. Qualifications (Competencies): Minimum of 1 year experience processing pension claims/calculations or 1 year customer service experience with pension products. Knowledge of some aspects of Pension Fund administration including eligibility requirements and benefit provisions preferred. Must demonstrate effective oral and written communication skills. Must meet performance standards including attendance and punctuality. Ability to prioritize work and meet deadlines. A demonstrated capability to manipulate and use multiple software programs simultaneously including Dynamics, v3locity, vendor systems, Excel, Microsoft Word, and Windows applications. Strong analytical, problem solving and decision-making skills. Strong public speaking skills. Excellent organizational and prioritizing skills. Strong ability to multitask. Flexibility with work schedule (some overtime or travel required). Soft Skills (Interpersonal Skills): Demonstrates exceptional communication skills and professionalism in all interactions, ensuring a positive experience through responsive, empathetic, and solution-oriented service Ability to build rapport and foster trust through empathetic communication and member-focused service Demonstrates active listening skills to understand participant needs and identify appropriate next steps Ability to coordinate and work on multiple projects simultaneously. Detail oriented with excellent organization skills. Ability to work independently coupled with the ability to work as a member of a fast-paced team. Ability to maintain effective working relationships with project team members, supervisors, and employees from other departments. Education: College graduate (preferred). Pension Customer Service or call center experience is a plus. Financial customer service background is a plus. Notary Public license helpful (will be required to obtain license if not already licensed). Language Skills: Speak, read, write, and understand English (bilingual Spanish preferred). Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions. Under 1/3 of the time: Standing, Walking, Climbing or Balancing, Stooping, Kneeling, Crouching, or Crawling Over 2/3 of the time: Talking or Hearing 100% of the time: Using Hands Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. 1/3 to 2/3 of the time: Work near moving or mechanical parts, exposure to radiation, moderate noise.

Full job record

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Source ID7d40080d-a04b-49ab-9193-90891fd41e41
Board ID7d40080d-a04b-49ab-9193-90891fd41e41
Provideradp_workforcenow
Provider Job Key579903
TitleAssociate Counselor, CARE Team
Normalized Title—
Statusdeleted
Activeno
Location TextNew York, NY, US, New York, NY
Department—
Team—
Employment Typefull_time
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CountryUnited States
RegionNY
CityNew York
Salary Raw61724.12 To 64026.84 (USD) Annually
Salary Min61,724.12
Salary Max64,026.84
Salary CurrencyUSD
Salary Periodyear
Source URLhttps://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=77d040d9-afa5-44d0-b712-2aa98296db42&ccId=19000101_000001&lang=en_US&type=JS&jobId=579903&jwId=9201946420343_1
Apply URLhttps://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=77d040d9-afa5-44d0-b712-2aa98296db42&ccId=19000101_000001&lang=en_US&type=JS&jobId=579903&jwId=9201946420343_1
First Seen At2026-05-31 18:39:35Z
Last Seen At2026-06-04 09:01:55Z
Last Checked At2026-06-06 12:51:17Z
Last Changed At2026-06-06 12:51:17Z
Inactive At2026-06-06 12:51:17Z
Source Posted At2026-05-04 13:15:00Z
Source Updated At—
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    "requisitionDescription": "<div><div><table border=\"1\" cellspacing=\"0\" cellpadding=\"0\" width=\"100%\" style=\"width:100.0%;border-collapse:collapse;border:none;\"><tbody><tr><td valign=\"top\" style=\"border: 1pt solid lightgrey;padding: 0in 5.4pt;vertical-align: top;\"><table border=\"1\" cellspacing=\"0\" cellpadding=\"0\" width=\"100%\" style=\"width:100.0%;border-collapse:collapse;border:none;\"><tbody><tr><td valign=\"top\" style=\"width: 33.3333%; border: none; padding: 10pt 5.4pt 0in; vertical-align: top;\"><p style='margin:0in;font-size:15px;font-family:\"Times New Roman\",serif;'><strong><span style='font-size:13px;font-family:\"Arial\",sans-serif;'>Job Code<br></span></strong><strong><span style='font-size:17px;font-family:\"Arial\",sans-serif;'>A2226RS</span></strong></p></td><td valign=\"top\" style=\"width: 33.3333%; border: none; padding: 10pt 5.4pt 0in; vertical-align: top;\"><p style='margin:0in;font-size:15px;font-family:\"Times New Roman\",serif;'><strong><span style='font-size:13px;font-family:\"Arial\",sans-serif;'>Department Name<br></span></strong><strong><span style='font-size:17px;font-family:\"Arial\",sans-serif;'>Retirement Services</span></strong></p></td><td valign=\"top\" style=\"width: 33.3333%; border: none; padding: 10pt 5.4pt 0in; vertical-align: top;\"><p style='margin:0in;font-size:15px;font-family:\"Times New Roman\",serif;'><strong><span style='font-size:13px;font-family:\"Arial\",sans-serif;'>Reports To<br></span></strong><strong><span style='font-size:17px;font-family:\"Arial\",sans-serif;'>Assistant Manager, CARE Team</span></strong></p></td></tr><tr><td valign=\"top\" style=\"width: 33.3333%; border: none; padding: 10pt 5.4pt 0in; vertical-align: top;\"><p style='margin:0in;font-size:15px;font-family:\"Times New Roman\",serif;'><strong><span style='font-size:13px;font-family:\"Arial\",sans-serif;'>FLSA Status<br>&nbsp;</span></strong></p></td><td valign=\"top\" style=\"width: 33.3333%; border: none; padding: 10pt 5.4pt 0in; vertical-align: top;\"><p style='margin:0in;font-size:15px;font-family:\"Times New Roman\",serif;'><strong><span style='font-size:13px;font-family:\"Arial\",sans-serif;'>Union Code<br></span></strong><strong><span style='font-size:17px;font-family:\"Arial\",sans-serif;'>53A</span></strong></p></td><td valign=\"top\" style=\"width: 33.3333%; border: none; padding: 10pt 5.4pt; vertical-align: top;\"><p style='margin:0in;font-size:15px;font-family:\"Times New Roman\",serif;'><strong><span style='font-size:13px;font-family:\"Arial\",sans-serif;'>Management<br></span></strong><strong><span style='font-size:17px;font-family:\"Arial\",sans-serif;'>No</span></strong></p></td></tr></tbody></table></td></tr></tbody></table><p style='margin:0in;font-size:15px;font-family:\"Times New Roman\",serif;'><br></p><table border=\"1\" cellspacing=\"0\" cellpadding=\"0\" width=\"100%\" style=\"border-collapse:collapse;border:none;\"><tbody><tr><td valign=\"top\" style=\"width: 100%; border: 1pt solid lightgrey; background: rgb(240, 241, 241); padding: 7pt 5pt; vertical-align: top;\"><p style='margin:0in;font-size:15px;font-family:\"Times New Roman\",serif;'><strong><span style='font-family:\"Arial\",sans-serif;color:black;'>About Us:</span></strong></p></td></tr><tr><td valign=\"top\" style=\"width: 100%; border-right: 1pt solid lightgrey; border-bottom: 1pt solid lightgrey; border-left: 1pt solid lightgrey; border-image: initial; border-top: none; padding: 10pt 8pt; vertical-align: top;\"><table border=\"1\" cellspacing=\"0\" cellpadding=\"0\" width=\"100%\" style=\"border-collapse:collapse;border:none;\"><tbody><tr><td valign=\"top\" style=\"width: 100%; border: none; padding: 0in 5.4pt; vertical-align: top;\"><table border=\"1\" cellspacing=\"0\" cellpadding=\"0\" width=\"100%\" style=\"border-collapse:collapse;border:none;\"><tbody><tr><td valign=\"top\" style=\"width: 100%;border: none;padding: 0in 5.4pt;vertical-align: top;\"><p style='margin:0in;font-size:15px;font-family:\"Times New Roman\",serif;'><span style='font-family:\"Arial\",sans-serif;'>Building Services 32BJ Benefit Funds (&ldquo;the Funds&rdquo;) is the umbrella organization responsible for administering Health, Pension, Retirement Savings, Training, and Legal Services benefits to over 185,000 SEIU 32BJ members. Our mission is to make significant contributions to the lives of our members by providing high quality benefits and services. Through our commitment, we embody five core values: Flexibility, Initiative, Respect, Sustainability, and Teamwork (FIRST). By following our core values, employees are open to different and new ways of doing things, take active steps to improve the organization, create an environment of trust and respect, approach their work with the intent of a positive outcome, and work collaboratively with colleagues.</span></p><p style='margin:0in;font-size:15px;font-family:\"Times New Roman\",serif;'><br></p><p style='margin:0in;font-size:15px;font-family:\"Times New Roman\",serif;'><span style='font-family:\"Arial\",sans-serif;'>The Funds oversees and manages $11 billion of dollars in assets, which are made up of many, varied and complex funds. The dollars come from a number of sources, including the property owners who pay into the funds on behalf of their employees, and as such, requires those who oversee and manage the money to be highly skilled financial management people.</span></p><p style='margin:0in;font-size:15px;font-family:\"Times New Roman\",serif;'><br></p><p style='margin:0in;font-size:15px;font-family:\"Times New Roman\",serif;'><span style='font-family:\"Arial\",sans-serif;'>32BJ Benefit Funds will continue to drive innovation, equity, and technology insights to further help the lives of our hard-working members and their families. We use cutting edge technology such as: M365, Dynamics 365 CRM, Dynamics 365 F&amp;O, Azure, AWS, SQL, Snowflake, QlikView, and more.</span></p><p style='margin:0in;font-size:15px;font-family:\"Times New Roman\",serif;'><br></p><p style='margin:0in;font-size:15px;font-family:\"Times New Roman\",serif;'><span style='font-family:\"Arial\",sans-serif;'>Please take a moment to watch our video to learn more about our culture and contributions to our members:&nbsp;</span><a href=\"https://www.youtube.com/watch?v=hYNdMGLn19A\" target=\"_blank\"><span style='font-family:\"Arial\",sans-serif;color:windowtext;text-decoration:none;'>youtu.be/hYNdMGLn19A</span></a></p></td></tr></tbody></table></td></tr></tbody></table></td></tr></tbody></table><p style='margin:0in;font-size:15px;font-family:\"Times New Roman\",serif;'><br></p><table border=\"1\" cellspacing=\"0\" cellpadding=\"0\" width=\"100%\" style=\"border-collapse:collapse;border:none;\"><tbody><tr><td valign=\"top\" style=\"width: 100%; border: 1pt solid lightgrey; background: rgb(240, 241, 241); padding: 7pt 5pt; vertical-align: top;\"><p style='margin:0in;font-size:15px;font-family:\"Times New Roman\",serif;'><strong><span style='font-family:\"Arial\",sans-serif;color:black;'>Job Summary:</span></strong></p></td></tr><tr><td valign=\"top\" style=\"width: 100%; border-right: 1pt solid lightgrey; border-bottom: 1pt solid lightgrey; border-left: 1pt solid lightgrey; border-image: initial; border-top: none; padding: 10pt 8pt; vertical-align: top;\"><table border=\"1\" cellspacing=\"0\" cellpadding=\"0\" width=\"100%\" style=\"border-collapse:collapse;border:none;\"><tbody><tr><td valign=\"top\" style=\"width: 100%; border: none; padding: 0in 5.4pt; vertical-align: top;\"><table border=\"1\" cellspacing=\"0\" cellpadding=\"0\" width=\"100%\" style=\"border-collapse:collapse;border:none;\"><tbody><tr><td valign=\"top\" style=\"width: 100%;border: none;padding: 0in 5.4pt;vertical-align: top;\"><p style='margin:0in;font-size:15px;font-family:\"Times New Roman\",serif;'><span style='font-family:\"Arial\",sans-serif;'>Under the supervision of CARE Team Management, the Associate Counselor provides counseling and case management services to active, inactive, disabled, and retired 32BJ members and their dependents. The Associate Counselor delivers guidance on benefit eligibility calculations, methods of retirement payments, taxability of retirement income, retiree health benefits, and disability benefits related to the pension application.This role requires a commitment to empathetic and high-quality service while upholding the CARE Team&rsquo;s core values of Collaboration, Action, Reliability, and Empathy.&nbsp;</span></p></td></tr></tbody></table></td></tr></tbody></table></td></tr></tbody></table><p style='margin:0in;font-size:15px;font-family:\"Times New Roman\",serif;'><br></p><table border=\"1\" cellspacing=\"0\" cellpadding=\"0\" width=\"100%\" style=\"border-collapse:collapse;border:none;\"><tbody><tr><td valign=\"top\" style=\"width: 100%; border: 1pt solid lightgrey; background: rgb(240, 241, 241); padding: 7pt 5pt; vertical-align: top;\"><p style='margin:0in;font-size:15px;font-family:\"Times New Roman\",serif;'><strong><span style='font-family:\"Arial\",sans-serif;color:black;'>Essential Duties and Responsibilities:</span></strong></p></td></tr><tr><td valign=\"top\" style=\"width: 100%; border-right: 1pt solid lightgrey; border-bottom: 1pt solid lightgrey; border-left: 1pt solid lightgrey; border-image: initial; border-top: none; padding: 10pt 8pt; vertical-align: top;\"><table border=\"1\" cellspacing=\"0\" cellpadding=\"0\" width=\"100%\" style=\"border-collapse:collapse;border:none;\"><tbody><tr><td valign=\"top\" style=\"width: 100%; border: none; padding: 0in 5.4pt; vertical-align: top;\"><table border=\"1\" cellspacing=\"0\" cellpadding=\"0\" width=\"100%\" style=\"border-collapse:collapse;border:none;\"><tbody><tr><td valign=\"top\" style=\"width: 100%;border: none;padding: 0in 5.4pt;vertical-align: top;\"><div style='margin:0in;font-size:15px;font-family:\"Times New Roman\",serif;'><ul style=\"margin-bottom:0in;list-style-type: disc;margin-left: 0in;\"><li style=\"margin:0in;font-size:15px;font-family: initial;\"><span style='font-family:\"Arial\",sans-serif;'>Make and receive initial and follow-up calls to members whose cases are being handled by the CARE Team..</span></li></ul></div></td></tr><tr><td valign=\"top\" style=\"width: 100%;border: none;padding: 0in 5.4pt;vertical-align: top;\"><div style='margin:0in;font-size:15px;font-family:\"Times New Roman\",serif;'><ul style=\"margin-bottom:0in;list-style-type: disc;margin-left: 0in;\"><li style=\"margin:0in;font-size:15px;font-family: initial;\"><span style='font-family:\"Arial\",sans-serif;'>Interpret retirement rules and communicate pension application procedures and requirements for member retirements, pre-retirement surviving spouses, and post-retirement surviving spouses.</span></li></ul></div></td></tr><tr><td valign=\"top\" style=\"width: 100%;border: none;padding: 0in 5.4pt;vertical-align: top;\"><div style='margin:0in;font-size:15px;font-family:\"Times New Roman\",serif;'><ul style=\"margin-bottom:0in;list-style-type: disc;margin-left: 0in;\"><li style=\"margin:0in;font-size:15px;font-family: initial;\"><span style='font-family:\"Arial\",sans-serif;'>Conduct in-person and telephone counseling appointments and process pension applications.&nbsp;</span></li></ul></div></td></tr><tr><td valign=\"top\" style=\"width: 100%;border: none;padding: 0in 5.4pt;vertical-align: top;\"><div style='margin:0in;font-size:15px;font-family:\"Times New Roman\",serif;'><ul style=\"margin-bottom:0in;list-style-type: disc;margin-left: 0in;\"><li style=\"margin:0in;font-size:15px;font-family: initial;\"><span style='font-family:\"Arial\",sans-serif;'>Provides supportive, participant-centered guidance to members and dependents, actively listening to understand needs and identify appropriate next steps</span></li></ul></div></td></tr><tr><td valign=\"top\" style=\"width: 100%;border: none;padding: 0in 5.4pt;vertical-align: top;\"><div style='margin:0in;font-size:15px;font-family:\"Times New Roman\",serif;'><ul style=\"margin-bottom:0in;list-style-type: disc;margin-left: 0in;\"><li style=\"margin:0in;font-size:15px;font-family: initial;\"><span style='font-family:\"Arial\",sans-serif;'>Review the accuracy of all received pension applications and supporting documents.</span></li></ul></div></td></tr><tr><td valign=\"top\" style=\"width: 100%;border: none;padding: 0in 5.4pt;vertical-align: top;\"><div style='margin:0in;font-size:15px;font-family:\"Times New Roman\",serif;'><ul style=\"margin-bottom:0in;list-style-type: disc;margin-left: 0in;\"><li style=\"margin:0in;font-size:15px;font-family: initial;\"><span style='font-family:\"Arial\",sans-serif;'>Process pension elections in Dynamics or v3locity and establish disbursement schedules.&nbsp;</span></li></ul></div></td></tr><tr><td valign=\"top\" style=\"width: 100%;border: none;padding: 0in 5.4pt;vertical-align: top;\"><div style='margin:0in;font-size:15px;font-family:\"Times New Roman\",serif;'><ul style=\"margin-bottom:0in;list-style-type: disc;margin-left: 0in;\"><li style=\"margin:0in;font-size:15px;font-family: initial;\"><span style='font-family:\"Arial\",sans-serif;'>Ensure required supporting documents are submitted and verified; determine needs for additional information to meet requirements.</span></li></ul></div></td></tr><tr><td valign=\"top\" style=\"width: 100%;border: none;padding: 0in 5.4pt;vertical-align: top;\"><div style='margin:0in;font-size:15px;font-family:\"Times New Roman\",serif;'><ul style=\"margin-bottom:0in;list-style-type: disc;margin-left: 0in;\"><li style=\"margin:0in;font-size:15px;font-family: initial;\"><span style='font-family:\"Arial\",sans-serif;'>Coordinate all communications with members, including but not limited to Pension Summary Letters, Acknowledgement Letters, Missing Information Letters, and Award Letters.</span></li></ul></div></td></tr><tr><td valign=\"top\" style=\"width: 100%;border: none;padding: 0in 5.4pt;vertical-align: top;\"><div style='margin:0in;font-size:15px;font-family:\"Times New Roman\",serif;'><ul style=\"margin-bottom:0in;list-style-type: disc;margin-left: 0in;\"><li style=\"margin:0in;font-size:15px;font-family: initial;\"><span style='font-family:\"Arial\",sans-serif;'>Review members eligibility for retiree health benefits.</span></li></ul></div></td></tr><tr><td valign=\"top\" style=\"width: 100%;border: none;padding: 0in 5.4pt;vertical-align: top;\"><div style='margin:0in;font-size:15px;font-family:\"Times New Roman\",serif;'><ul style=\"margin-bottom:0in;list-style-type: disc;margin-left: 0in;\"><li style=\"margin:0in;font-size:15px;font-family: initial;\"><span style='font-family:\"Arial\",sans-serif;'>Discuss SRSP (401(k)) distribution options with members.</span></li></ul></div></td></tr><tr><td valign=\"top\" style=\"width: 100%;border: none;padding: 0in 5.4pt;vertical-align: top;\"><div style='margin:0in;font-size:15px;font-family:\"Times New Roman\",serif;'><ul style=\"margin-bottom:0in;list-style-type: disc;margin-left: 0in;\"><li style=\"margin:0in;font-size:15px;font-family: initial;\"><span style='font-family:\"Arial\",sans-serif;'>Discuss Legal Fund benefits with members.</span></li></ul></div></td></tr><tr><td valign=\"top\" style=\"width: 100%;border: none;padding: 0in 5.4pt;vertical-align: top;\"><div style='margin:0in;font-size:15px;font-family:\"Times New Roman\",serif;'><ul style=\"margin-bottom:0in;list-style-type: disc;margin-left: 0in;\"><li style=\"margin:0in;font-size:15px;font-family: initial;\"><span style='font-family:\"Arial\",sans-serif;'>Provide an overview of Social Security and Medicare benefits to retiring members.</span></li></ul></div></td></tr><tr><td valign=\"top\" style=\"width: 100%;border: none;padding: 0in 5.4pt;vertical-align: top;\"><div style='margin:0in;font-size:15px;font-family:\"Times New Roman\",serif;'><ul style=\"margin-bottom:0in;list-style-type: disc;margin-left: 0in;\"><li style=\"margin:0in;font-size:15px;font-family: initial;\"><span style='font-family:\"Arial\",sans-serif;'>Assess the need for detailed earnings reports from the Social Security Administration to assist in finalizing the calculation of pension service credits and review such reports with members.</span></li></ul></div></td></tr><tr><td valign=\"top\" style=\"width: 100%;border: none;padding: 0in 5.4pt;vertical-align: top;\"><div style='margin:0in;font-size:15px;font-family:\"Times New Roman\",serif;'><ul style=\"margin-bottom:0in;list-style-type: disc;margin-left: 0in;\"><li style=\"margin:0in;font-size:15px;font-family: initial;\"><span style='font-family:\"Arial\",sans-serif;'>Participate in retirement planning seminars by presenting pension information to large groups.</span></li></ul></div></td></tr><tr><td valign=\"top\" style=\"width: 100%;border: none;padding: 0in 5.4pt;vertical-align: top;\"><div style='margin:0in;font-size:15px;font-family:\"Times New Roman\",serif;'><ul style=\"margin-bottom:0in;list-style-type: disc;margin-left: 0in;\"><li style=\"margin:0in;font-size:15px;font-family: initial;\"><span style='font-family:\"Arial\",sans-serif;'>When not providing retirement counseling, work on processing pension applications and estimates (OPEs), including RMD applications and OPEs, reinstatements, and other duties including but not limited to Banking procedures (stop payments, check reissues and EFT changes).</span></li></ul></div></td></tr><tr><td valign=\"top\" style=\"width: 100%;border: none;padding: 0in 5.4pt;vertical-align: top;\"><div style='margin:0in;font-size:15px;font-family:\"Times New Roman\",serif;'><ul style=\"margin-bottom:0in;list-style-type: disc;margin-left: 0in;\"><li style=\"margin:0in;font-size:15px;font-family: initial;\"><span style='font-family:\"Arial\",sans-serif;'>Provide back-up support to CARE Support Specialists and CARE Representatives as needed.&nbsp;</span></li></ul></div></td></tr><tr><td valign=\"top\" style=\"width: 100%;border: none;padding: 0in 5.4pt;vertical-align: top;\"><div style='margin:0in;font-size:15px;font-family:\"Times New Roman\",serif;'><ul style=\"margin-bottom:0in;list-style-type: disc;margin-left: 0in;\"><li style=\"margin:0in;font-size:15px;font-family: initial;\"><span style='font-family:\"Arial\",sans-serif;'>Work closely with Management in maintaining and reviewing personal work production.</span></li></ul></div></td></tr><tr><td valign=\"top\" style=\"width: 100%;border: none;padding: 0in 5.4pt;vertical-align: top;\"><div style='margin:0in;font-size:15px;font-family:\"Times New Roman\",serif;'><ul style=\"margin-bottom:0in;list-style-type: disc;margin-left: 0in;\"><li style=\"margin:0in;font-size:15px;font-family: initial;\"><span style='font-family:\"Arial\",sans-serif;'>Perform tasks and special projects as required by management/supervisory staff.</span></li></ul></div></td></tr></tbody></table></td></tr></tbody></table></td></tr></tbody></table><p style='margin:0in;font-size:15px;font-family:\"Times New Roman\",serif;'><br></p><table border=\"1\" cellspacing=\"0\" cellpadding=\"0\" width=\"100%\" style=\"border-collapse:collapse;border:none;\"><tbody><tr><td valign=\"top\" style=\"width: 100%; border: 1pt solid lightgrey; background: rgb(240, 241, 241); padding: 7pt 5pt; vertical-align: top;\"><p style='margin:0in;font-size:15px;font-family:\"Times New Roman\",serif;'><strong><span style='font-family:\"Arial\",sans-serif;color:black;'>Qualifications (Competencies):</span></strong></p></td></tr><tr><td valign=\"top\" style=\"width: 100%; border-right: 1pt solid lightgrey; border-bottom: 1pt solid lightgrey; border-left: 1pt solid lightgrey; border-image: initial; border-top: none; padding: 10pt 8pt; vertical-align: top;\"><table border=\"1\" cellspacing=\"0\" cellpadding=\"0\" width=\"100%\" style=\"border-collapse:collapse;border:none;\"><tbody><tr><td valign=\"top\" style=\"width: 100%; border: none; padding: 0in 5.4pt; vertical-align: top;\"><table border=\"1\" cellspacing=\"0\" cellpadding=\"0\" width=\"100%\" style=\"border-collapse:collapse;border:none;\"><tbody><tr><td valign=\"top\" style=\"width: 100%;border: none;padding: 0in 5.4pt;vertical-align: top;\"><div style='margin:0in;font-size:15px;font-family:\"Times New Roman\",serif;'><ul style=\"margin-bottom:0in;list-style-type: disc;margin-left: 0in;\"><li style=\"margin:0in;font-size:15px;font-family: initial;\"><span style='font-family:\"Arial\",sans-serif;'>Minimum of 1 year experience processing pension claims/calculations or 1 year customer service experience with pension products.&nbsp;</span></li></ul></div></td></tr><tr><td valign=\"top\" style=\"width: 100%;border: none;padding: 0in 5.4pt;vertical-align: top;\"><div style='margin:0in;font-size:15px;font-family:\"Times New Roman\",serif;'><ul style=\"margin-bottom:0in;list-style-type: disc;margin-left: 0in;\"><li style=\"margin:0in;font-size:15px;font-family: initial;\"><span style='font-family:\"Arial\",sans-serif;'>Knowledge of some aspects of Pension Fund administration including eligibility requirements and benefit provisions preferred.</span></li></ul></div></td></tr><tr><td valign=\"top\" style=\"width: 100%;border: none;padding: 0in 5.4pt;vertical-align: top;\"><div style='margin:0in;font-size:15px;font-family:\"Times New Roman\",serif;'><ul style=\"margin-bottom:0in;list-style-type: disc;margin-left: 0in;\"><li style=\"margin:0in;font-size:15px;font-family: initial;\"><span style='font-family:\"Arial\",sans-serif;'>Must demonstrate effective oral and written communication skills.</span></li></ul></div></td></tr><tr><td valign=\"top\" style=\"width: 100%;border: none;padding: 0in 5.4pt;vertical-align: top;\"><div style='margin:0in;font-size:15px;font-family:\"Times New Roman\",serif;'><ul style=\"margin-bottom:0in;list-style-type: disc;margin-left: 0in;\"><li style=\"margin:0in;font-size:15px;font-family: initial;\"><span style='font-family:\"Arial\",sans-serif;'>Must meet performance standards including attendance and punctuality.</span></li></ul></div></td></tr><tr><td valign=\"top\" style=\"width: 100%;border: none;padding: 0in 5.4pt;vertical-align: top;\"><div style='margin:0in;font-size:15px;font-family:\"Times New Roman\",serif;'><ul style=\"margin-bottom:0in;list-style-type: disc;margin-left: 0in;\"><li style=\"margin:0in;font-size:15px;font-family: initial;\"><span style='font-family:\"Arial\",sans-serif;'>Ability to prioritize work and meet deadlines.</span></li></ul></div></td></tr><tr><td valign=\"top\" style=\"width: 100%;border: none;padding: 0in 5.4pt;vertical-align: top;\"><div style='margin:0in;font-size:15px;font-family:\"Times New Roman\",serif;'><ul style=\"margin-bottom:0in;list-style-type: disc;margin-left: 0in;\"><li style=\"margin:0in;font-size:15px;font-family: initial;\"><span style='font-family:\"Arial\",sans-serif;'>A demonstrated capability to manipulate and use multiple software programs simultaneously including Dynamics, v3locity, vendor systems, Excel, Microsoft Word, and Windows applications.&nbsp;</span></li></ul></div></td></tr><tr><td valign=\"top\" style=\"width: 100%;border: none;padding: 0in 5.4pt;vertical-align: top;\"><div style='margin:0in;font-size:15px;font-family:\"Times New Roman\",serif;'><ul style=\"margin-bottom:0in;list-style-type: disc;margin-left: 0in;\"><li style=\"margin:0in;font-size:15px;font-family: initial;\"><span style='font-family:\"Arial\",sans-serif;'>Strong analytical, problem solving and decision-making skills.</span></li></ul></div></td></tr><tr><td valign=\"top\" style=\"width: 100%;border: none;padding: 0in 5.4pt;vertical-align: top;\"><div style='margin:0in;font-size:15px;font-family:\"Times New Roman\",serif;'><ul style=\"margin-bottom:0in;list-style-type: disc;margin-left: 0in;\"><li style=\"margin:0in;font-size:15px;font-family: initial;\"><span style='font-family:\"Arial\",sans-serif;'>Strong public speaking skills.</span></li></ul></div></td></tr><tr><td valign=\"top\" style=\"width: 100%;border: none;padding: 0in 5.4pt;vertical-align: top;\"><div style='margin:0in;font-size:15px;font-family:\"Times New Roman\",serif;'><ul style=\"margin-bottom:0in;list-style-type: disc;margin-left: 0in;\"><li style=\"margin:0in;font-size:15px;font-family: initial;\"><span style='font-family:\"Arial\",sans-serif;'>Excellent organizational and prioritizing skills.</span></li></ul></div></td></tr><tr><td valign=\"top\" style=\"width: 100%;border: none;padding: 0in 5.4pt;vertical-align: top;\"><div style='margin:0in;font-size:15px;font-family:\"Times New Roman\",serif;'><ul style=\"margin-bottom:0in;list-style-type: disc;margin-left: 0in;\"><li style=\"margin:0in;font-size:15px;font-family: initial;\"><span style='font-family:\"Arial\",sans-serif;'>Strong ability to multitask.&nbsp;</span></li></ul></div></td></tr><tr><td valign=\"top\" style=\"width: 100%;border: none;padding: 0in 5.4pt;vertical-align: top;\"><div style='margin:0in;font-size:15px;font-family:\"Times New Roman\",serif;'><ul style=\"margin-bottom:0in;list-style-type: disc;margin-left: 0in;\"><li style=\"margin:0in;font-size:15px;font-family: initial;\"><span style='font-family:\"Arial\",sans-serif;'>Flexibility with work schedule (some overtime or travel required).</span></li></ul></div></td></tr></tbody></table></td></tr></tbody></table></td></tr></tbody></table><p style='margin:0in;font-size:15px;font-family:\"Times New Roman\",serif;'><br></p><table border=\"1\" cellspacing=\"0\" cellpadding=\"0\" width=\"100%\" style=\"border-collapse:collapse;border:none;\"><tbody><tr><td valign=\"top\" style=\"width: 100%; border: 1pt solid lightgrey; background: rgb(240, 241, 241); padding: 7pt 5pt; vertical-align: top;\"><p style='margin:0in;font-size:15px;font-family:\"Times New Roman\",serif;'><strong><span style='font-family:\"Arial\",sans-serif;color:black;'>Soft Skills (Interpersonal Skills):</span></strong></p></td></tr><tr><td valign=\"top\" style=\"width: 100%; border-right: 1pt solid lightgrey; border-bottom: 1pt solid lightgrey; border-left: 1pt solid lightgrey; border-image: initial; border-top: none; padding: 10pt 8pt; vertical-align: top;\"><table border=\"1\" cellspacing=\"0\" cellpadding=\"0\" width=\"100%\" style=\"border-collapse:collapse;border:none;\"><tbody><tr><td valign=\"top\" style=\"width: 100%; border: none; padding: 0in 5.4pt; vertical-align: top;\"><table border=\"1\" cellspacing=\"0\" cellpadding=\"0\" width=\"100%\" style=\"border-collapse:collapse;border:none;\"><tbody><tr><td valign=\"top\" style=\"width: 100%;border: none;padding: 0in 5.4pt;vertical-align: top;\"><div style='margin:0in;font-size:15px;font-family:\"Times New Roman\",serif;'><ul style=\"margin-bottom:0in;list-style-type: disc;margin-left: 0in;\"><li style=\"margin:0in;font-size:15px;font-family: initial;\"><span style='font-family:\"Arial\",sans-serif;'>Demonstrates exceptional communication skills and professionalism in all interactions, ensuring a positive experience through responsive, empathetic, and solution-oriented service</span></li></ul></div></td></tr><tr><td valign=\"top\" style=\"width: 100%;border: none;padding: 0in 5.4pt;vertical-align: top;\"><div style='margin:0in;font-size:15px;font-family:\"Times New Roman\",serif;'><ul style=\"margin-bottom:0in;list-style-type: disc;margin-left: 0in;\"><li style=\"margin:0in;font-size:15px;font-family: initial;\"><span style='font-family:\"Arial\",sans-serif;'>Ability to build rapport and foster trust through empathetic communication and member-focused service</span></li></ul></div></td></tr><tr><td valign=\"top\" style=\"width: 100%;border: none;padding: 0in 5.4pt;vertical-align: top;\"><div style='margin:0in;font-size:15px;font-family:\"Times New Roman\",serif;'><ul style=\"margin-bottom:0in;list-style-type: disc;margin-left: 0in;\"><li style=\"margin:0in;font-size:15px;font-family: initial;\"><span style='font-family:\"Arial\",sans-serif;'>Demonstrates active listening skills to understand participant needs and identify appropriate next steps</span></li></ul></div></td></tr><tr><td valign=\"top\" style=\"width: 100%;border: none;padding: 0in 5.4pt;vertical-align: top;\"><div style='margin:0in;font-size:15px;font-family:\"Times New Roman\",serif;'><ul style=\"margin-bottom:0in;list-style-type: disc;margin-left: 0in;\"><li style=\"margin:0in;font-size:15px;font-family: initial;\"><span style='font-family:\"Arial\",sans-serif;'>Ability to coordinate and work on multiple projects simultaneously.</span></li></ul></div></td></tr><tr><td valign=\"top\" style=\"width: 100%;border: none;padding: 0in 5.4pt;vertical-align: top;\"><div style='margin:0in;font-size:15px;font-family:\"Times New Roman\",serif;'><ul style=\"margin-bottom:0in;list-style-type: disc;margin-left: 0in;\"><li style=\"margin:0in;font-size:15px;font-family: initial;\"><span style='font-family:\"Arial\",sans-serif;'>Detail oriented with excellent organization skills.</span></li></ul></div></td></tr><tr><td valign=\"top\" style=\"width: 100%;border: none;padding: 0in 5.4pt;vertical-align: top;\"><div style='margin:0in;font-size:15px;font-family:\"Times New Roman\",serif;'><ul style=\"margin-bottom:0in;list-style-type: disc;margin-left: 0in;\"><li style=\"margin:0in;font-size:15px;font-family: initial;\"><span style='font-family:\"Arial\",sans-serif;'>Ability to work independently coupled with the ability to work as a member of a fast-paced team.&nbsp;</span></li></ul></div></td></tr><tr><td valign=\"top\" style=\"width: 100%;border: none;padding: 0in 5.4pt;vertical-align: top;\"><div style='margin:0in;font-size:15px;font-family:\"Times New Roman\",serif;'><ul style=\"margin-bottom:0in;list-style-type: disc;margin-left: 0in;\"><li style=\"margin:0in;font-size:15px;font-family: initial;\"><span style='font-family:\"Arial\",sans-serif;'>Ability to maintain effective working relationships with project team members, supervisors, and employees from other departments.</span></li></ul></div></td></tr></tbody></table></td></tr></tbody></table></td></tr></tbody></table><p style='margin:0in;font-size:15px;font-family:\"Times New Roman\",serif;'><br></p><table border=\"1\" cellspacing=\"0\" cellpadding=\"0\" width=\"100%\" style=\"border-collapse:collapse;border:none;\"><tbody><tr><td valign=\"top\" style=\"width: 100%; border: 1pt solid lightgrey; background: rgb(240, 241, 241); padding: 7pt 5pt; vertical-align: top;\"><p style='margin:0in;font-size:15px;font-family:\"Times New Roman\",serif;'><strong><span style='font-family:\"Arial\",sans-serif;color:black;'>Education:</span></strong></p></td></tr><tr><td valign=\"top\" style=\"width: 100%; border-right: 1pt solid lightgrey; border-bottom: 1pt solid lightgrey; border-left: 1pt solid lightgrey; border-image: initial; border-top: none; padding: 10pt 8pt; vertical-align: top;\"><table border=\"1\" cellspacing=\"0\" cellpadding=\"0\" width=\"100%\" style=\"border-collapse:collapse;border:none;\"><tbody><tr><td valign=\"top\" style=\"width: 100%; border: none; padding: 0in 5.4pt; vertical-align: top;\"><table border=\"1\" cellspacing=\"0\" cellpadding=\"0\" width=\"100%\" style=\"border-collapse:collapse;border:none;\"><tbody><tr><td valign=\"top\" style=\"width: 100%;border: none;padding: 0in 5.4pt;vertical-align: top;\"><div style='margin:0in;font-size:15px;font-family:\"Times New Roman\",serif;'><ul style=\"margin-bottom:0in;list-style-type: disc;margin-left: 0in;\"><li style=\"margin:0in;font-size:15px;font-family: initial;\"><span style='font-family:\"Arial\",sans-serif;'>College graduate (preferred).</span></li><li style=\"margin:0in;font-size:15px;font-family: initial;\"><span style='font-family:\"Arial\",sans-serif;'>Pension Customer Service or call center experience is a plus.</span></li><li style=\"margin:0in;font-size:15px;font-family: initial;\"><span style='font-family:\"Arial\",sans-serif;'>Financial customer service background is a plus.</span></li><li style=\"margin:0in;font-size:15px;font-family: initial;\"><span style='font-family:\"Arial\",sans-serif;'>Notary Public license helpful (will be required to obtain license if not already licensed).</span></li></ul></div></td></tr></tbody></table></td></tr></tbody></table></td></tr></tbody></table><p style='margin:0in;font-size:15px;font-family:\"Times New Roman\",serif;'><br></p><table border=\"1\" cellspacing=\"0\" cellpadding=\"0\" width=\"100%\" style=\"border-collapse:collapse;border:none;\"><tbody><tr><td valign=\"top\" style=\"width: 100%; border: 1pt solid lightgrey; background: rgb(240, 241, 241); padding: 7pt 5pt; vertical-align: top;\"><p style='margin:0in;font-size:15px;font-family:\"Times New Roman\",serif;'><strong><span style='font-family:\"Arial\",sans-serif;color:black;'>Language Skills:</span></strong></p></td></tr><tr><td valign=\"top\" style=\"width: 100%; border-right: 1pt solid lightgrey; border-bottom: 1pt solid lightgrey; border-left: 1pt solid lightgrey; border-image: initial; border-top: none; padding: 10pt 8pt; vertical-align: top;\"><table border=\"1\" cellspacing=\"0\" cellpadding=\"0\" width=\"100%\" style=\"border-collapse:collapse;border:none;\"><tbody><tr><td valign=\"top\" style=\"width: 100%; border: none; padding: 0in 5.4pt; vertical-align: top;\"><table border=\"1\" cellspacing=\"0\" cellpadding=\"0\" width=\"100%\" style=\"border-collapse:collapse;border:none;\"><tbody><tr><td valign=\"top\" style=\"width: 100%;border: none;padding: 0in 5.4pt;vertical-align: top;\"><p style='margin:0in;font-size:15px;font-family:\"Times New Roman\",serif;'><span style='font-family:\"Arial\",sans-serif;'>Speak, read, write, and understand English (bilingual Spanish preferred).&nbsp;</span></p></td></tr></tbody></table></td></tr></tbody></table></td></tr></tbody></table><p style='margin:0in;font-size:15px;font-family:\"Times New Roman\",serif;'><br></p><table border=\"1\" cellspacing=\"0\" cellpadding=\"0\" width=\"100%\" style=\"border-collapse:collapse;border:none;\" class=\"fr-selection-handle-hover\"><tbody><tr><td valign=\"top\" style=\"width: 100%; border: 1pt solid lightgrey; background: rgb(240, 241, 241); padding: 7pt 5pt; vertical-align: top;\"><p style='margin:0in;font-size:15px;font-family:\"Times New Roman\",serif;'><strong><span style='font-family:\"Arial\",sans-serif;color:black;'>Physical Demands:<br></span></strong><span style='font-family:\"Arial\",sans-serif;color:black;'>The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions.&nbsp;</span></p></td></tr><tr><td valign=\"top\" style=\"width: 100%; border-right: 1pt solid lightgrey; border-bottom: 1pt solid lightgrey; border-left: 1pt solid lightgrey; border-image: initial; border-top: none; padding: 10pt 8pt; vertical-align: top;\"><table border=\"1\" cellspacing=\"0\" cellpadding=\"0\" width=\"100%\" style=\"border-collapse:collapse;border:none;\"><tbody><tr><td valign=\"top\" style=\"width: 100%; border: none; padding: 0in 5.4pt; vertical-align: top;\"><table border=\"1\" cellspacing=\"0\" cellpadding=\"0\" width=\"100%\" style=\"border-collapse:collapse;border:none;\"><tbody><tr><td valign=\"top\" style=\"width: 100%;border: none;padding: 0in 5.4pt;vertical-align: top;\"><p style='margin:0in;font-size:15px;font-family:\"Times New Roman\",serif;'><span style='font-family:\"Arial\",sans-serif;color:black;'>The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions.</span></p><div style='margin:0in;font-size:15px;font-family:\"Times New Roman\",serif;'><ul style=\"margin-bottom:0in;list-style-type: disc;margin-left: 0in;\"><li style=\"margin:0in;font-size:15px;font-family: initial;\"><span style='font-family:\"Arial\",sans-serif;color:black;'>Under 1/3 of the time: Standing, Walking, Climbing or Balancing, Stooping, Kneeling, Crouching, or Crawling</span></li><li style=\"margin:0in;font-size:15px;font-family: initial;\"><span style='font-family:\"Arial\",sans-serif;color:black;'>Over 2/3 of the time: Talking or Hearing</span></li><li style=\"margin:0in;font-size:15px;font-family: initial;\"><span style='font-family:\"Arial\",sans-serif;color:black;'>100% of the time: Using Hands</span></li></ul></div></td></tr></tbody></table></td></tr></tbody></table></td></tr></tbody></table><p style='margin:0in;font-size:15px;font-family:\"Times New Roman\",serif;'><br></p><table border=\"1\" cellspacing=\"0\" cellpadding=\"0\" width=\"100%\" style=\"border-collapse:collapse;border:none;\"><tbody><tr><td valign=\"top\" style=\"width: 100%; border: 1pt solid lightgrey; background: rgb(240, 241, 241); padding: 7pt 5pt; vertical-align: top;\"><p style='margin:0in;font-size:15px;font-family:\"Times New Roman\",serif;'><strong><span style='font-family:\"Arial\",sans-serif;color:black;'>Work Environment:</span></strong></p></td></tr><tr><td valign=\"top\" style=\"width: 100%; border-right: 1pt solid lightgrey; border-bottom: 1pt solid lightgrey; border-left: 1pt solid lightgrey; border-image: initial; border-top: none; padding: 10pt 8pt; vertical-align: top;\"><table border=\"1\" cellspacing=\"0\" cellpadding=\"0\" width=\"100%\" style=\"border-collapse:collapse;border:none;\"><tbody><tr><td valign=\"top\" style=\"width: 100%; border: none; padding: 0in 5.4pt; vertical-align: top;\"><table border=\"1\" cellspacing=\"0\" cellpadding=\"0\" width=\"100%\" style=\"border-collapse:collapse;border:none;\"><tbody><tr><td valign=\"top\" style=\"width: 100%;border: none;padding: 0in 5.4pt;vertical-align: top;\"><p style='margin:0in;font-size:15px;font-family:\"Times New Roman\",serif;'><span style='font-family:\"Arial\",sans-serif;color:black;'>The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.</span></p><div style='margin:0in;font-size:15px;font-family:\"Times New Roman\",serif;'><ul style=\"margin-bottom:0in;list-style-type: disc;margin-left: 0in;\"><li style=\"margin:0in;font-size:15px;font-family: initial;\"><span style='font-family:\"Arial\",sans-serif;color:black;'>1/3 to 2/3 of the time: Work near moving or mechanical parts, exposure to radiation, moderate noise.</span></li></ul></div></td></tr></tbody></table></td></tr></tbody></table></td></tr></tbody></table><p style='margin:0in;font-size:15px;font-family:\"Times New Roman\",serif;'><br></p></div></div>\n",
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