Retirement Oper Satellite Mgr
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- Teachers Retirement System - TRS
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- Aug 07, 2025 Post Date
Job Summary
Under general supervision of the operations manager, the incumbent will perform a full range of duties with respect to providing individual counseling sessions to TRS members, projecting estimate of monthly retirement benefits, calculating the cost for members to purchase additional service credit. Incumbents prepare appropriate correspondence and follow up on all requests and correspondence regarding benefit estimates and cost calculations. This will include responding to incoming telephone inquiries, meeting members in person, and replying to correspondence from members regarding various benefits and credits. Incumbents process benefit estimates, cost calculations and answer miscellaneous correspondence and ensure that member files contain the appropriate documentation to complete such tasks according state/federal laws, rules, regulations, and policies of the Teachers Retirement System. When such information is missing, the member is notified promptly to provide it. The candidate filling this position will be responsible for counseling and advising members on matters relating to retirement options, service credit and members rights as provided by TRS laws, policies, rules and regulations.
- Bachelor’s degree from a (4) year accredited college/university.
- Intermediate working knowledge of Microsoft Excel and Microsoft Office Suites.
- Ability to work overtime as needed.
Essential Duties & Responsibilities
- Determine eligibility for retirement benefits and service purchases based on TRS law and policies.
- Provide individual counseling to a minimum of 5 members and their representatives per day; answer questions related to individual accounts; assist with the completion of on-line retirement applications and applicable retirement forms.
