Benefits Administrative Support Analyst - Disbursement

Commonwealth of Massachusetts; Boston (MA); Hybrid; USD 50,000 - 59,000; Full time

Job summary

Join a forward-thinking organization dedicated to serving the citizens of Massachusetts as a Retirement Benefits Associate. In this role, you will play a vital part in processing retirement benefit transactions, ensuring accuracy, and providing exceptional customer service to members and beneficiaries. This position offers a unique opportunity to work within a hybrid environment, balancing in-office and remote work while contributing to a mission-driven team. If you are detail-oriented, possess strong data entry skills, and are passionate about supporting your community, this role is perfect for you. Embrace the chance to make a difference in the lives of others while enjoying a supportive and inclusive workplace.

Qualifications

• Experience in data entry and customer service is essential.
• Ability to research retirement contributions and benefits.

Responsibilities

• Process survivor benefit and refund requests accurately.
• Provide customer service and respond to member inquiries.

Skills

Data Entry

Customer Service

Research Skills

Knowledge of M.G.L. c. 32.4

Tools

OnBase

MARIS

Job description

An Official website of the Commonwealth of Massachusetts

ALERT

Effective January 25, 2024, Executive Order #627 cements the Commonwealth's well-established practice of skills-based hiring, paving the way to a more equitable hiring process. The Commonwealth is committed to ensuring a diverse and inclusive workplace where all employees feel respected, valued, and empowered to serve our citizens. Join us today!

Job Description - Benefits Administrative Support Analyst - Disbursement (250001KH)

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.

PURPOSE
The Massachusetts State Retirement Board (MSRB) administers a defined benefit pension plan for eligible Commonwealth employees, retirees, and eligible employees from other authorized entities.

The Retirement Benefit Administrative Support Analyst provides initial intake and processing of various retirement benefit transactions in support of MSRB units, including the Survivor Benefit Unit and Refund Unit, and assists with department projects as needed.

ESSENTIAL FUNCTIONS & RESPONSIBILITIES

• Accurately execute data entry of survivor benefit requests, refund requests and other related transactions, obtain additional documents/information as necessary, and conduct required follow-up to ensure timely completion.
• Perform research related to creditable service, salary, beneficiaries, and retirement contributions to support accurate processing and calculations.
• Provide customer service and respond to inquiries from members and beneficiaries by telephone and in-person.
• Follow up on recovering outstanding fund balances.
• Manage work flow through OnBase electronic content management system.
• Ensure data is accurate and complete, coordinating with internal departments and contacting various agencies, organizations, and constituent groups as necessary.
• Maintain working knowledge of each department within MSRB.
• Develop ability to understand and explain to members the procedures of each department related to applicable transactions.
• Provide support and assistance to the various departments within the MSRB.
• Maintain accurate records in the Board's custom software program (MARIS).
• Perform daily scanning and accurate indexing of all incoming and outgoing documentation.
• Adhere to Treasury and MSRB employment policies.
• Other duties as assigned by Manager and/or Director.

SUPERVISORY RESPONSIBILITIES

• N/A

KNOWLEDGE & SKILLS

• Working knowledge of M.G.L. c. 32.4.
• Retirement Board Computer System.

PHYSICAL REQUIREMENTS

• Ability to lift up to 10lbs.
• Ability to sit for extended periods of time.

HYBRID WORK ENVIRONMENT

All new hires at the Office of the State Treasurer and Receiver General (Treasury) will go through an In-Office Orientation Period consisting of a combination of virtual, in-person and on-the-job training so as to assimilate you to the Treasury’s culture and work environment. Following the initial In-Office Orientation Period a gradual transition to hybrid work will take place over the first 3-8 weeks of employment.

The hybrid work environment will consist of at least two (2) days in the office each week, with one of these days being either a Monday or a Friday. There will be an additional (1) day in the office per month for a mandatory in-person department meeting.

Official Title: Retirement Benefits Associate

Primary Location:

Job: Administrative Services

Agency: Office of State Treasurer & Receiver General

Schedule: Full-time

Shift: Day

Job Posting Date: Feb 12, 2025, 3:16:33 PM

Number of Openings: 1

Salary: $50,867.32 - $58,370.25 Yearly

If you have Diversity, Affirmative Action or Equal Employment Opportunity questions or need a Reasonable Accommodation, please contact Diversity Officer / ADA Coordinator: Swee Lin Wong - 617-367-9333.

Potentially Eligible for a Hybrid Work Schedule: Yes