Retirement Specialist 1

**This position will be eligible for hybrid remote work schedule after a training period**
 

Job Summary
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.

Minimum Qualifications & Education
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
Preferred Additional qualifications
Experience with qualified retirement plan administration

Bachelor’s degree with business and accounting coursework
Additional Eligibility & Qualifications (certificates, Special equipment)
None

Essential Duties & Responsibilities
 

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
knowledge, Skills, and Abilities   
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
Knowledge of Microsoft Office software
Knowledge of basic accounting principles
Skilled in oral and written communication
Skilled in data analysis and problem resolution
Ability to meet required deadlines
Skilled in the operation of a personal computer and other office equipment
Ability to navigate multiple computer screens while speaking with employers on the phone
Ability to build and maintain effective working relationships with all levels of management, staff and external contacts
Ability to maintain professional demeanor
Ability to work independently or within a team environment
 

Work Environment
The work is typically performed in an office or teleworking environment.

Physical demands of the job
SEDENTARY:  Exerts up to 10 lbs. of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull, or otherwise move objects, including the human body; involves sitting most of the time, but may involve walking or standing for brief periods of time. The work is typically performed while sitting at a desk or table.

REPETITIVE MOTIONS:  Movements frequently and regularly required using wrists, hands, or fingers.     While performing the duties of this job, the employee will also regularly be required to talk, hear, and use hands and fingers to operate a computer and telephone.  Specific vision abilities required by this job include close vision requirements due to computer work.

Due to the volume of applications received, we are unable to provide information on application status by phone or e-mail. All qualified applicants will be considered, but may not necessarily receive an interview. Selected applicants will be contacted by the hiring agency for next steps in the selection process. Applicants who are not selected will not receive notification.

THIS POSITION IS SUBJECT TO CLOSE AT ANY TIME ONCE A SATISFACTORY APPLICANT POOL HAS BEEN IDENTIFIED.

Candidates for this position are subject to a reference and a background check.

The Teachers Retirement System is an Equal Opportunity Employer