Retirement Specialist
Description Performs a variety of professional duties required to plan, develop, and implement retirement services; supports all ERFC retirement plans, including the delivery of complex and/or sensitive plan information; provides leadership in escalated situations to employees and retirees to facilitate resolutions; coordinates legal reviews and ensures that account updates based on legal guidance are timely; collects, analyzes, and provides reporting; tracks and audits member statements, deferred vested member retirement information, and claims; develops and provides professional development to staff.
Qualifications Required
- Any combination of education and experience equivalent to a bachelor's degree in business administration, public administration, human resources, finance, or a related field.
- Four (4) years of experience in defined benefit pension counseling, and/or defined benefit pension administration.
- Advanced degree(s) beyond the minimum degree requirement in a relevant field may be considered for some experience.
- Knowledge of theories, procedures, practices, materials, and methods related to defined pension retirement plans.
- Knowledge of local, state, and federal laws affecting retirement eligibility and claims.
- Proficiency in the use of technology and data compilation, analysis, and reporting.
- Ability to deal quickly and accurately with quantitative information and verify the correctness of actions.
- Ability to interpret and assist with the development and or modification of processes, policies, and regulations.
- Ability to problem-solve multifaceted issues by analyzing information, evaluating results, and recommending solutions.
- Ability to supervise, evaluate, and lead.
- Ability to create an organizational culture of client-centered service.
- Ability to establish and maintain collaborative working relationships across the Division.
- Ability to facilitate meetings and/or present information to groups.
- Ability to communicate effectively, both orally and in writing.
Preferred
- Certification as an Employee Benefits Specialist (CEBS), Group Benefits Associate (GBA), Retirement Plans Associate (RPA), or Senior Professional in Human Resources (SPHR).
- Virginia certified notary public.
Salary Range $77,406 - $131,720
Salary Grade [Salary Information] Unified Scale-Schedule B/Grade 004
Contract Length 260-Day Contract
Percent Full-Time Full Time
Job Type Finance/Accounting
|