Retirement Processing Quality Control

State Treasurer; Raleigh (NC); Hybrid; USD 43,000 - 76,000; Full time

Benefits offered by this job

Hybrid telework

Health benefits

Paid leave

Job summary

State Treasurer is seeking a Program Coordinator II (S) to support the Retirement Systems Division. The role focuses on quality control of retirement eligibility, benefit calculations, and correspondence regarding retirement options.

The position handles workflow pulls, data verification in OnBase and ORBIT, and communicates with employers to resolve reporting gaps. Hybrid telework options are available.

Qualifications

• Knowledge of interpreting guidelines and advising on standard/non-standard processes.
• Ability to compose emails and ad hoc letters through ORBIT to obtain information on pay/service.
• Advanced proficiency in Word and Excel; ability to work with ORBIT and OnBase.

Responsibilities

• Perform quality control to determine member retirement eligibility and calculate benefits.
• Process retirement applications and generate correspondence on retirement options.
• Verify data in systems (OnBase/ORBIT) and review employer information for gaps or errors.
• Recalculate benefits based on final salary totals and communicate findings.

Skills

Guidelines interpretation

Inquiries handling

Customer advisory

Email writing (ORBIT to pay)

MS Office (Word/Excel)

Retirement benefits knowledge

Multitasking

Attention to detail

Education

Bachelor’s degree

Tools

ORBIT

OnBase

Microsoft Office Suite

Job description

About Us

Agency Dept of State Treasurer Division Retirement Division Job Classification Title Program Coordinator II (S) Position Number 60009136 Grade NC10

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.

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.

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

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.

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. Eligible state employees are entitled to comprehensive benefits, including a variety of leave options, professional development opportunities, insurance, and more.

• 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.

EEO Statement

The State of North Carolina is an Equal Employment 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 | NC Treasurer. DST uses the Merit-Based Recruitment and Selection Plan to fill positions subject to the State Human Resources Act with the most qualified individuals. Hiring salary will be based on relevant qualifications, internal equity, and budgetary considerations pertinent to the advertised position.

Contact Information

If there are any questions about this posting, other than your application status, please email the NC Department of State Treasurer at [e-mail].

State Application Resources/Frequently Asked Questions

State Application Resources/Frequently Asked Questions Valuing Education and Experience The State of North Carolina values the knowledge and experience of our jobseekers and current state employees. Approximately 91 percent of state job classifications allow experience to be substituted for education or do not require a post-secondary degree. Learn more about how you may qualify for a position through education or directly related experience, or a combination of both, with the Education and Experience Equivalency Guide. All job postings close at 11:59pm the night before the End Date on the posting. Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match. If you are already a state employee, please search for jobs by clicking here.