Member Account Management Support Analyst

About the Office of the Massachusetts State Treasurer and Receiver General ("Treasury")

Our mission is to manage and safeguard the State's public deposits and investments through sound business practices for the exclusive benefits of our citizens, and perform these duties with integrity, excellence, and leadership. Additionally, we strive to provide economic opportunity, stability, and security for every Massachusetts resident.

We are committed to excellence in recruiting, hiring, and retaining diverse and qualified individuals. We value the culture of diversity and professionalism in the workplace, and strongly believe that our workforce should reflect our community.

https://www.surveymonkey.com/r/FM68GFV

PURPOSE OF POSITION

The Massachusetts State Retirement Board (MSRB) administers a defined benefit retirement plan for eligible employees of the Commonwealth and certain independent entities.

The Member Account Management Support Analyst is responsible for supporting processes related to enrollment, beneficiary record updates, and transfer of service requests.

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES

• Ensure new member enrollment forms are received; verify membership eligibility

• Follow-up with employers on missing and incomplete forms

• Create and update active member beneficiary records

• Follow-up on pending transfers of service requests

• Record cancellation of transfer requests

• Record receipt of retirement contribution and transfer of service deposits

• Other tasks as assigned

OTHER DUTIES AND RESPONSIBILITIES

• Develop proficiency with MARIS and OnBase ECM System

• Ability to prioritize projects, handle deadlines and work well under pressure

• Excellent attention to detail

• Adhere to Treasury and Board employment and operational policies

SUPERVISORY RESPONSIBILITIES

• N/A

KNOWLEDGE AND SKILLS

• Associates degree or relevant experience

• Working knowledge and comfort with Office 365 products: Outlook, Word, Excel, Powerpoint, and Teams

• Interest in the fields of employee benefits administration, payroll processing, finance, or related field

• Excellent mathematical skills

• Analytical, focused, highly organized and detail oriented

• Willingness to learn retirement plan rules under Mass General Laws Chapter 32, Board regulations, and policies.

• Ability to develop and augment MARIS skills and learn about new topics/processes in depth

• Self-motivated and ability to remain focused on tasks through completion with the ability to adhere to processing deadlines

• Excellent customer support and interpersonal skills

• Excellent presentation skills

• Able to work independently and as part of a team