Retirement Operations Spec (Employer Services)
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- Teachers Retirement System - TRS
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- Jan 23, 2025 Post Date
*Candidates with strong accounting, math, banking, or finance backgrounds will excel in this role. *
**This position will be eligible for a telework arrangement.
Please note: telework arrangements may be delayed due to training. Please be prepared to be in the office up to five days a week, as training and your new position may require on-site presence. **
***The salary for this position is mid $40s***
Under general supervision of the division manager, the incumbent is responsible for daily tasks associated with processing monthly employer contribution files, conducting account audits, and assisting employers with TRS- related needs. The job requires a candidate who is detail-oriented, able to meet deadlines, and possesses strong analytical and customer service skills.
College coursework in business and accounting, and one to three years of experience in a financial services or business environment, or an equivalent combination of education and work experience
- Provide prompt, accurate, professional, and friendly customer service to internal and external contacts to assist with needs related to divisional work
- Manage high volume work queue to ensure agency standards for quality and timeliness are met
- Prepare correspondence for members and employers
- Add or update employer and member records in recordkeeping system
- Comply with all retirement system policies and procedures, and state and federal regulations
- Ability to work overtime as needed
- Perform other duties as assigned
SPECIALIZED DUTIES & RESPONSIBILITIES
- Ensure all contributions are reported and posted each month, working with Information Technology staff, employers and external payroll preparation vendors
- Analyze, research and resolve reported member contribution and service credit discrepancies on a monthly basis
- Educate employers on applicable laws, policies and procedures to ensure accurate reporting
- Ensure member account audits are completed in accordance with agency and divisional policies
- Monitor and reconcile outstanding contribution payment variances
- Resolve demographic data discrepancies
- Perform account mergers and transfers
