Sers Retirement Counselor Trainee

State Of Pennsylvania Harrisburg , PA 17101

Posted 2 months ago

Do you enjoy working with people and have excellent problem-solving skills? If so, the Pennsylvania State Employees' Retirement System (SERS) is seeking a highly motivated, detail-oriented individual who can work independently to join the Bureau of Member and Participant Services as a Retirement Counselor Trainee. SERS Retirement Counselors are responsible for explaining, counseling, and facilitating the defined benefit retirement plan for SERS members. We invite you to apply for this opportunity to maximize your skills and have a rewarding career working with our members.The State Employees' Retirement System seeks an individual to serve as a Retirement Counselor Trainee. This position provides counseling services for SERS defined benefit vested and retired members residing outside of Pennsylvania, as well as client services support for the defined contribution and deferred compensation plans. This position also participates in the testing of automated system changes. This may include the creation or identification of test data that meets the comprehensive testing requirements to ensure system functionality and data integrity. An employee in this class participates in a twelve-month formal on-the-job-training program designed to develop understanding and competence in preparing estimates and calculations as well as upholding Retirement System laws. Upon successful completion of the twelve-month formalized training program trainees are promoted to SERS Retirement Counselor.

Counselors are responsible to counsel active and retired members on an individual basis to assist them with defined benefit plan retirement related questions. Counselors on a daily basis will explain the retirement types, retirement decisions, and assist members in the completion of their retirement application. Counseling sessions will be conducted using a variety of communication methods including in person sessions, phone, and using virtual platforms such as Microsoft teams. SERS retirement counselors are also expected to coordinate and conduct large group in person or virtual informational defined benefit plan presentations. Interested in learning more? Read the full position description.

About SERS: Our mission is to prepare our members and participants to achieve financial success and security in retirement. We achieve this through a workforce that promotes integrity, employee empowerment, customer experience, fiduciary obligations, innovation and improvement, learning from mistakes, safeguarding resources, sharing knowledge, and thinking strategically.

  • Full-time employment.
  • A work schedule beginning and ending between 7:30 a.m.
  • 5:00 p.m., inclusive, with a one-hour meal period will be considered. The requested work schedule may not end prior to 4:00 p.m.
  • You may have the opportunity to work from home (telework), part-time. In order to telework, you must have a securely configured high-speed internet connection. If you are unable to telework, you will have the option to report to work on-site.


  • Minimum Experience and Training Requirements- Four years of experience in a staff support position assisting with personnel administration, financial management or public relations work in a pension or retirement system or related occupational area; OR A Bachelor's Degree in Communications, Human Resources, Business Administration, Business Management, Psychology, Labor Relations or a related area; OR Any equivalent combination of experience and training which includes at least three years of experience in a staff support position assisting with personnel administration, financial management or public relations work in a pension or retirement system or related occupational area, supplemented by 18 credit hours in communications, human resources, business administration, psychology, labor relations or related course work.

  • Certification as a Certified Employee Benefit Specialist such as issued by the International Foundation of Employee Benefit Plans is acceptable for one year of the required experience.

  • Certification as a Certified Financial Planner such as issued by the Central PA Society, Institute of Certified Financial Planners is acceptable for two years of the required experience.

  • Must meet PA residency requirement

  • For more information on ways to meet PA residency requirements, follow the link and click on Residency.
  • Do not submit resumes, cover letters, and similar documents. These documents will not be reviewed and the information contained therein will not be considered for the purposes of determining your eligibility for the position or to determine your score. Information to support your eligibility for the position must be provided on the application (i.e., relevant, detailed experience/education).

  • If you are claiming educationin your answers to the supplemental application questions, you must attach a copy of your college transcripts for your claim to be accepted toward meeting the minimum requirements. Unofficial transcripts are acceptable.

  • Must be able to perform essential job functions.

Veterans: Pennsylvania law (51 Pa. C.S. 7103) provides employment preference for qualified veterans for appointment to many state and local government jobs. To learn more about employment preferences for veterans, go to and click the Veterans' Preference tab or contact us at

Telecommunications Relay Service (TRS): 711 (hearing and speech disabilities or other individuals)

The Commonwealth is an equal employment opportunity employer and is committed to a diverse workforce. The Commonwealth values inclusion as we seek to recruit, develop, and retain the most qualified people to serve the citizens of Pennsylvania. The Commonwealth does not discriminate on the basis of race, color, religious creed, ancestry, union membership, age, gender, sexual orientation, gender identity or expression, national origin, AIDS or HIV status, disability, or any other categories protected by applicable federal or state law. All diverse candidates are encouraged to apply.

  • Completing the application, including all supplemental questions, serves as your exam for this position. No additional exam is required at a test center (also referred to as a written exam).

  • Your score is based on the detailed information you provide on your application and in response to the supplemental questions.

  • Your score is valid for this specific posting only.

  • You must provide complete and accurate information or:

  • your score may be lower than deserved.

  • you may be disqualified.

  • You may only apply/test once for this posting.

  • Your results will be provided via email.

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Sers Retirement Counselor Trainee

State Of Pennsylvania