Federal Retirement Advisor — Coast Guard Benefits Expert

Chartis Federal; Washington (District of Columbia); On-site; USD 95,000 - 125,000; Full time

Job summary

Chartis Federal is seeking an experienced federal retirement specialist to assist U.S. Coast Guard employees with retirement decisions, providing accurate guidance and processing retirement actions in compliance with federal requirements.

The role emphasizes independent case review, preparation of retirement estimates, and proactive advisory support for employees and HR staff, with a strong emphasis on data security and regulatory compliance.

Qualifications

• Six years of federal retirement support experience.
• Expert knowledge of federal retirement benefits and applicable laws.
• Ability to independently review retirement cases and prepare estimates.
• Experience coding and processing retirement actions per OPM guidance.
• Strong analytical, customer-service and written/verbal communication skills.
• Proficiency with Microsoft Word, Excel, PowerPoint, and Outlook.
• Ability to read/write/speak English fluently.
• Ability to complete Tier 1 background investigation and CAC; no Secret clearance required.

Responsibilities

• Review voluntary and disability retirement packages for completeness, accuracy, and compliance with federal requirements.
• Prepare retirement estimates and clearly explain calculations, assumptions, eligibility and options.
• Provide advisory support to employees and HR staff throughout the retirement process.
• Identify missing or inconsistent documentation and coordinate follow-up to move cases forward.
• Code and process retirement personnel actions per OPM guidance.
• Protect sensitive information and use Government-Furnished Equipment securely.
• Meet timeliness and quality standards with accurate estimates and packages needing minor corrections.

Skills

Federal retirement knowledge

Case review

Policy guidance

Customer service

Written communication

Verbal communication

English fluency

Tools

OPM guidance

GFE (Government Furnished Equipment)

Job description

Chartis Federal is seeking an experienced federal retirement specialist to assist U.S. Coast Guard employees with retirement decisions, providing accurate guidance and processing retirement actions in compliance with federal requirements.

The role emphasizes independent case review, preparation of retirement estimates, and proactive advisory support for employees and HR staff, with a strong emphasis on data security and regulatory compliance.