Retirement Specialist

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.

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.

Experience with qualified retirement plan administration.

• 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.

• 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.

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

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.

The Teachers Retirement System is an Equal Opportunity Employer.

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