Retirement Processing Quality Control

Adult Correction; North Carolina; Hybrid; USD 43,000 - 76,000; Full time

Benefits offered by this job

Hybrid telework option

Job summary

North Carolina Department of State Treasurer is seeking a Program Coordinator II (S) to support retirement processing. You will verify member eligibility, calculate tentative benefits, and draft correspondence regarding retirement options.

The role requires interpreting guidelines, handling inquiries, and using ORBIT/OnBase within a hybrid work setup. A bachelor’s degree and relevant experience are preferred.

Qualifications

• Bachelor's degree and one year of related experience or an equivalent combination.
• Experience interpreting guidelines, answering inquiries, and advising on processes.
• Ability to compose emails/letters in ORBIT for pay/service information.

Responsibilities

• Pull retirement applications and verify data in On Base and ORBIT.
• Calculate tentative retirement benefit amounts.
• Contact employers to correct reporting or data gaps.
• Recalculate totals based on final salary data.

Skills

Interpreting guidelines

Handling inquiries

ORBIT email drafting

MS Office suite

OnBase knowledge

Attention to detail

Retirement benefits knowledge

Education

Bachelor's degree

1 year related experience

Tools

OnBase

ORBIT

Excel

Job description

Agency

Dept of State Treasurer

Division

Retirement Division

Job Classification Title

Program Coordinator II (S)

Position Number

60009136

Grade

NC10

About Us

Our mission is to preserve, protect and sustain the state's pension and healthcare plans, generate investment returns in excess of comparable public pensions, properly account for and report on all funds that are deposited, invested, and disbursed through the North Carolina Department of State Treasurer, assure the financially sound issuance of debt for state and local governments, maintain the state's "AAA" bond rating, and provide exemplary service across all divisions of the Department.

Description of Work

This position is located in the Retirement Processing Section of the Retirement Systems Division. This position is responsible for providing quality control in determining member eligibility for retirement, calculating benefits, and providing correspondence regarding retirement options.

Knowledge Skills and Abilities/Management Preferences

• The anticipated hiring rate for this position is up to $56,865, based on available funding and internal equity considerations.

Description of Work

• Pulls workflows for processing retirement applications; verifies information in On Base and ORBIT; verifies date of birth, tentative beneficiary; reviews employer information such as projected last date of work, salary, vacation/sick/bonus balances.
• Calculates a tentative retirement benefit amount.
• Contacts employer if there is an error in reporting or if there are gaps in the provided information.
• Performs recalculations based upon final salary totals.

Knowledge Skills and Abilities/Management Preferences

Qualified applicants must possess, and application must clearly reflect work experience that demonstrates the following:

• Knowledge of interpreting guidelines; answering inquiries; and advising others regarding processes, services, and operations as applied to standard and non-standard situations.
• Knowledge of composing emails and ad hoc letters through ORBIT to obtain information regarding pay, service, and/or forms.
• Knowledge of and ability to fully apply a variety of features within Microsoft Office Suite, ORBIT, and the Records Management System (OnBase).

Management Preferences

• Experience working with retirement benefits programs and services.
• Advanced proficiency in Microsoft Word and Excel.
• Ability to multitask and strong attention to detail.

Inquiries and applications will be kept strictly confidential.

Salary Range - $43,267.00-$75,718.00

Position is Subject to FLSA Overtime

This position may be assigned additional job functions as needed. This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change, or new ones may be assigned at any time with or without notice based on business conditions or as required by the agency to fulfill its mission.

Minimum Education and Experience

Some state job postings say you can qualify by an "equivalent combination of education and experience." If that language appears below, then you may qualify through either years of education, years of directly related experience, OR a combination of both. See oshr.nc.gov/experience-guide for details .

The minimum Education and Experience is a bachelor's degree from appropriately accredited institution and one year of experience related to the area of assignment; or an equivalent combination of training and experience.

Important:

This posting closes at 11:59:59 PM the night BEFORE the End Date above.

If you have student loans, becoming a state employee includes eligibility for the Public Service Loan Forgiveness Program. Visit https://studentaid.gov/ to learn more.

This position currently qualifies for a hybrid telework option with routine office and remote workdays. The NC Department of State Treasurer trusts our employees to be self-motivated and successful in hybrid/remote roles. Telework options are subject to change at the discretion of management.

NC State Health Benefits:

The State of North Carolina offers excellent comprehensive benefits. Employees can participate in health insurance options, standard and supplemental retirement plans, and the NC Flex program (numerous high-quality, low-cost benefits on a pre-tax basis). Employees also receive paid vacation, sick, and community service leave. In addition, paid parental leave is available to eligible employees.

Visit the website for State Benefits

Supplemental and Contact Information

The North Carolina Department of State Treasurer (DST) is an Equal Opportunity Employer that embraces an Employment First philosophy, which consists of complying with all federal laws, state laws, and Executive Orders. We are committed to reviewing requests for reasonable accommodation at any time during the hiring process or while on the job. For more information about DST: NCTreasurer | N