Under general supervision, counsels members of the retirement systems; calculates annuity benefits according to the Nebraska Retirement Statutes; prepares correspondence and operates word processing equipment; performs related work as assigned.
This position may be understaffed at the Retirement Specialist Trainee level if candidates possess lesser qualifications. After successfully completing training and original probation period, Retirement Specialist Trainees are promoted to the Retirement Specialist I classification.
Retirement Specialist Trainee: $14.066
Retirement Specialist I: $15.861
Examples of Work
Process regular retirements in the School plan, which includes: preparing estimates, validating applications, calculating and auditing preliminary and final benefit calculations. Respond to member questions and Employer Reporting Agent questions.
Verify service credit and salary information. Other duties may include calculating purchase of service and Military service; preparing QDROs, by splitting accounts and calculating estimates for the member and the alternate payee; and preparing necessary information for Board review on applicants seeking Disability retirement. Additional duties related to Retirement may be assigned.
Respond to inquiries from retirement plan members pertaining to their accounts over the telephone, in writing, and in person during office visits. Respond to member inquiries regarding plan laws, agency policies and procedures, and pending legislation for the Public Employees Retirement Systems. Also report and explain the workflow for existing written requests and processes to callers.
Calculate benefit estimates. Disseminate tax information, and respond to additional questions from members. Process member requests for information and other miscellaneous requests.
Qualifications / Requirements
REQUIREMENTS: One or more years of coursework, training and/or experience in office support/secretarial support functions including typing duties and one year experience as a Retirement Specialist Trainee or working in a similar capacity calculating benefits and providing customer service to benefit recipients about retirement plan guidelines.
Minimum requirements for those understaffed at the Retirement Specialist Trainee level are: Coursework, training and/or experience in office support/secretarial support functions including typing duties.
OTHER: Top candidates will be required to complete typing, writing, and math skills assessments.
Knowledge, Skills and Abilities
Possess good reasoning skills; knowledge and/or experience with Microsoft Office Suite products; knowledge of general math and enjoy working with numbers; knowledge and/or experience working with spreadsheets; ability to perform math calculations; ability to communicate effectively; ability to have regular attendance. Ability to interact with persons of varying degrees of understanding, regarding the retirement plan(s); ability to interact for extended periods of time using tact, courtesy, and poise when communicating with members, co-workers, and the public in person and over the phone; ability to handle difficult or irate individuals and maintain harmonious relationships.
State Of Nebraska