Job Code
260M
Department Name
Legal Fund Matrimonial
Reports To
Supervising Attorney and Staff Attorneys
FLSA Status
Non Exempt
Union Code
232
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 100,000 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 $9 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.
For 2025 and beyond, 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
Essential Duties and Responsibilities:
Meet with clients at initial intake to conduct preliminary assessment.Conduct legal research in substantive and procedural law.Prepare, review, and organize legal documents, including uncontested divorce packets, statements of net worth, witness affidavits, child support worksheets, and responsive pleadings; present case analyses to supervising attorneys.Coordinate with attorneys post-intake to plan legal strategy and review case progress.Investigate facts and law of case to determine course of action.Route documents and correspondence efficiently within and between departments.Maintain regular client contact to collect information, provide updates, and support direct communication with relevant third parties.Monitor legal and policy updates to ensure accuracy in document preparation.File legal documents with courts and agencies in accordance with attorney instruction.Maintain and update individual case files with complete and accurate documentation.Conduct research using public records at court clerk offices and administrative agencies.Provide clients with self-help materials and guidance as appropriate.Review prior and current Legal Fund cases to confirm client eligibility and Plan coverage.Collect, track, and account for client funds in coordination with the legal team and in accordance with Fund procedures.Qualifications (Competencies):
Minimum one (1) year experience as a paralegal; experience in family or matrimonial law strongly preferred.Notary Public license preferred.Familiarity with case management and document preparation software preferred.Soft Skills (Interpersonal Skills):
Maintain a professional demeanor, appearance, and workspace in representation of the Legal Services Fund.Collaborate effectively in a team-oriented, high-volume work environment.Communicate professionally with clients and colleagues across all levels and functions.Strong problem-solving, organizational, and time management skills.Ability to prioritize tasks and meet deadlines in a fast-paced environment.Education:
Bachelor’s Degree required.
Language Skills:
Bilingual in English and 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 CrawlingOver 2/3 of the time: Talking or Hearing100% of the time: Using HandsWork 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.Job Title: Research Specialist
Labor Grade: Labor Grade 8
Department: Billing & Collections Department
Reports To: Manager, Billing/Collections
FLSA Status: Local 153 – Non-Exempt
The Billing & Collections Research Specialist position is responsible for maintaining the everyday functions of the Billing & Collections Department. The Research Specialist is expected to have an excellent understanding of the Funds collections policies and is expected to apply this knowledge toward the normal departmental task. These tasks include but are not limited to contribution processing, collections, refunds, member roster updates, audit processing, external CPA firm request and any cross departmental assignments which may be delegated to them.
Essential Duties and ResponsibilitiesVerify accuracy of figures, calculations, postings of statistical data and makes corrections to the system of record according to the Funds Collections Policy.Investigates differences between Funds records and information provided by the employer, auditors and outside legal teams and rectifies discrepancies when necessary. System regression/defect testing and creation.Maintains an ongoing knowledge and familiarity of periodic updates of the Funds Discrepancy/Delinquency procedures.Direct employer outreach through mailed correspondence, email, or phone calls with the purpose of obtaining information regarding collections, updated roster/demographics information or employer training. Prepares, verifies, and distributes reports or spreadsheets on audit status, collection activity and processing as instructed by management. Responsible for correspondence including photocopying, writing of letters, memos, and reports; filing, faxing, and e-mailing.Performs any other relevant, related, or pertinent work duties as requested or assigned.QualificationsTo perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Skills:
Ability to prioritize work and meet deadlines.Must have the capability to manipulate and use multiple software programs simultaneously including Microsoft Excel (pivot tables), Microsoft Word, Microsoft Outlook as well as a basic understanding of web-based applications.Strong analytical, problem solving and decision-making skills.Strong ability to multitask.The ability to follow up on problem resolution and delegate task.Excellent oral and written interpersonal skills.Education and or Experience: High School Diploma, 2+ years’ experience in accounting or audit related field preferred.
Language Skills: Speak, Read, Write and Understand English
Mathematical Skills: Arithmetic
Reasoning Ability: High
Certificates Licenses, Registrations: None
