Retirement Benefits Coord (5143)

Southeastern Pennsylvania Transportation Authority (SEPTA); Philadelphia (Philadelphia County); Sur place; USD 65 000 - 82 000; Plein temps

Avantages offerts par ce poste

Comprehensive Healthcare Coverage

Defined Benefit Pension Plan

457B Deferred Compensation Plan

Paid parental leave

Generous vacation time

Paid holidays

Wellness programs

Tuition reimbursement

Public Service Loan Forgiveness (PSLF)

Free SEPTA Transportation Pass

Résumé du poste

SEPTA is seeking a Retirement Benefits Coordinator to coordinate and administer pension benefits for hourly and management employees in the Philadelphia region. You will prepare calculations, respond to employee inquiries, and support the Retirement Services Manager to ensure accurate pension processes.

Responsibilities include communications with plan participants, preparing retirement documents, maintaining lists, and assisting with the 457(b) plan and recognition events.

Qualifications

• Bachelor’s Degree in Human Resources or related field with two years HR, pension and/or benefits experience; analytical aptitude.
• Excellent written and verbal communication skills.
• Excellent customer relations skills.
• Proficiency in Microsoft Word, Excel, and PowerPoint; ability to learn other software applications.

Responsabilités

• Assist Manager of Retirement Services in answering standard questions and resolving problems related to pension and post‑retiree benefits; research data questions.
• Provide information to retirement plan participants through retirement sessions and direct responses to letters, emails and calls.
• Prepare pension calculations (estimate, initial, survivor, divorce) and retirement/pension forms.
• Prepare and maintain monthly retirement lists.
• Assist Manager with Employee Retirement Recognition Program: GM letters, invitations, tracking attendees, event day support, and post‑party awards.
• Assist Manager with Pension Copay Collection communications for final recalculation.
• Assist with administration tasks related to SEPTA’s 457(b) Deferred Compensation Plan.
• Prepare and update communication methods (PowerPoint) for educating future or current retirees.
• Participate in pension calculations and audits; use pension software and payroll earnings data.
• Manage “Are you Alive” verification and cancellation of pension if retiree is deceased.
• Cross-train retirement team; learn retirement systems and back up staff.
• Perform other duties as assigned.

Connaissances

Communication skills

Customer relations

Analytical skills

Formation

Bachelor’s Degree in HR or related field

Outils

Microsoft Word

Microsoft Excel

PowerPoint

Description du poste

Secure Your Future with SEPTA – A Leader in Transportation! The Southeastern Pennsylvania Transportation Authority (SEPTA) is the sixth-largest transportation system in the U.S., connecting communities across a 2,200-square-mile service region. SEPTA is at the forefront of innovation in the transit industry, ensuring reliable and efficient services while driving economic growth in the Philadelphia region.

Only candidates who are authorized to work in the United States without sponsorship, will be accepted at this time.

We Are Proud To Be Recognized As

2023 FORBES Best in State Employer

Philadelphia Employer of Choice for 2024

We are seeking to hire candidates for our Retirement Benefits Coord (5143).

Opening Date: 10/27/2026

Closing Date: 11/10/2026

Job Grade: SAM 37

Salary Range: $65,936.00-$82,420.00

Overall Description

Coordinates and administers various pension benefits for hourly and management employees. Prepares pension calculations. Answers calls, emails, and walk‑in questions from employees and retirees. Resolves standard questions and problems. Assists Manager of Retirement Services.

Specific Responsibilities

• Assists Manager of Retirement Services in answering standard questions and resolving problems related to all areas of pension and post‑retiree benefits. Researches data questions.
• Provides information to retirement plan participants through presentation of periodic retirement sessions and direct response to plan participant letters, emails and phone calls.
• Prepares pension calculations (including but not limited to estimate, initial, survivor and divorce calculations) and retirement/pension forms.
• Prepares and maintain monthly retirement lists.
• Assists Manager with Employee Retirement Recognition Program. Tasks include but are not limited to preparation of GM letters of recognition, mailing invitations, tracking attendees, supporting the day of the event and managing post party awards.
• Assists Manager with tracking Pension Copay Collection for final recalculation preparing letters to participants.
• Assists Manager with administration tasks related to SEPTA’s 457(b) Deferred Compensation Retirement Savings Plan.
• Prepares and updates methods to communicate programs, such as developing PowerPoint presentations appropriate for either the purpose of educating future retirees, or for informing current retirees about their benefits.
• Participates in activities such as preparing pension calculations and company audits, requiring the knowledge and use of pension-related software and payroll earnings information.
• Responsible for managing “Are you Alive” (Report from Social Security) verification if the retiree is deceased and thus pension is cancelled.
• Participates in cross training of all retirement team members. Develops a working knowledge of BNY Mellon retirement administration system, life insurance administration and pension administration; and backs up Employee Benefits Specialist.
• Performs other duties as assigned.

Qualifications And Experience

• Bachelor’s Degree in Human Resources or related field and two (2) years Human Resources, pension and/or benefits experience required with includes proven analytical aptitude and experience (e.g., pension/actuarial calculations).
• An equivalent of education and experience (two (2) years of related Human Resource Pension and Benefits experience equaling one (1) year of post high school education) may be considered in lieu of the above listed requirements.
• Must have excellent written and verbal communication skills.
• Excellent customer relations skills required.
• Proficiency in Microsoft Word, Excel, and PowerPoint and the ability to learn other software applications required.

Why Join Our Team? Enjoy Outstanding Benefits!

• Comprehensive Healthcare Coverage – Medical, prescription, dental, and vision plans with little to no employee premiums.
• Retirement Security – Participate in a Defined Benefit Pension Plan and a 457B Deferred Compensation Plan to build your financial future.
• Work‑Life Balance – Enjoy paid parental leave, generous vacation time, and paid holidays to recharge and spend time with loved ones.
• Employee Wellness – Access wellness programs and resources to support your physical, mental, and emotional well‑being.
• Invest in Your Growth – We offer tuition reimbursement to support your education and career advancement.
• Student Loan Assistance – Our positions qualify for the Public Service Loan Forgiveness (PSLF) program, helping you manage and reduce student debt.
• Free Travel Perks – Receive a FREE SEPTA Transportation Pass, giving you unlimited access to all SEPTA services!

Join us and take advantage of these incredible benefits while making a difference in your community!

SEPTA is an Equal Opportunity Employer.

SEPTA is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.