Retirement Services Specialist - Retirement Services Representative

State of Minnesota; Saint Paul (MN); Hybrid; USD 34,000 - 49,000; Full time

Job summary

Teachers Retirement Association (TRA) has been serving Minnesota educators by providing pension education and retirement planning support. The Retirement Services Representative will deliver benefit information by phone, chat, and email, and perform calculations to assist members and beneficiaries.

Based in Saint Paul, this role is telework eligible with a mandatory six‑month in‑office training period and up to 10% travel.

Qualifications

• One (1) year of work experience providing customer service related to employee benefits administration, government benefits administration, accounting, payroll, finance, or insurance.
• A Bachelor’s degree in Business, Accounting, Finance, Math, Public Administration, or a closely related field can substitute for this experience.
• Ability to interpret and apply laws and policies to work assignments.
• Ability to train and explain financial concepts to a variety of audiences, primarily in a call center environment.

Responsibilities

• Deliver benefit information and options to Minnesota public schools’ educators and beneficiaries by phone, chat, and/or email.
• Perform routine and complex calculations as part of retirement planning support.
• Coordinate and communicate clearly to diverse audiences; interpret laws and policies for the user base.

Skills

Customer service

Calculations

Interpersonal skills

Oral & written communication

Call center experience

Education

Bachelor's degree (substitutes experience)

Tools

Microsoft Word

Excel

Outlook

Cisco WebEx

Job description

Retirement Services Specialist - Retirement Services Representative

Working Title: Retirement Services Representative
Job Class: Retirement Services Specialist
Agency: Teachers Retirement Association

• Job ID: 97754
• Location: St. Paul
• Full/Part Time: Full-Time
• Regular/Temporary: Unlimited
• Who May Apply: Open to all qualified job seekers
• Date Posted: 10/19/2026
• Closing Date: 10/26/2026
• Hiring Agency/Seniority Unit: Teachers Retirement Assoc / Teachers Retirement Asc-MAPE
• Work Shift/Work Hours: Day Shift
• Days of Work: Monday - Friday
• Travel Required: Yes - Up to 10%
• Salary Range: $24.40 - $35.30 / hourly; $50,947 - $73,706 / annually
• Classified Status: Classified
• Bargaining Unit/Union: 214 - MN Assoc of Professional Empl/MAPE

The work you'll do is more than just a job.

At the State of Minnesota, employees play a critical role in developing policies, providing essential services, and working to improve the well-being and quality of life for all Minnesotans. The State of Minnesota is committed to equity and inclusion, and invests in employees by providing benefits, support resources, and training and development opportunities.

Job Summary

Teachers Retirement Association (TRA) has been administering pension coverage to Minnesota educators for decades, with a mission to help members and their beneficiaries plan for an independent and financially secure retirement. We are currently seeking job candidates with strong communication, interpersonal, and mathematical skills to serve as TRA's Retirement Services Representative.

This position is part of TRA’s Member Services (Phone Center) and exist to help educators understand the value of retirement planning specific to TRA benefits. This position will primarily deliver available benefit information and options to Minnesota public schools’ educators and their beneficiaries by phone, chat, and/or email. Additionally, the incumbent in this role will be further required to perform a variety of calculations, both routine and complex.

This position is located in our Saint Paul, Minnesota office. The role is telework eligible; however, incumbents must work a full-time in-office schedule for at least the first six (6) months to complete mandatory training. Thereafter, the position is anticipated to follow a designated hybrid work schedule based on business need and performance. Additionally, business travel may be required up to 10% for this role.

TRA prioritizes work-life balance for our employees and may request, only on occasion, that staff work overtime and/or flex their time in order to complete critical projects or meet important deadlines. Typically, full-time, non-exempt employees at TRA work a 40-hour workweek.

Qualifications

Minimum Qualifications

One (1) year of work experience providing customer service related to employee benefits administration, government benefits administration, accounting, payroll, finance, or insurance. A Bachelor’s degree in Business, Accounting, Finance, Math, Public Administration, or a closely related field can substitute for this experience.

Work experience must demonstrate the following:

• Experience performing calculations.
• Ability to interpret and apply laws and policies to work assignments.
• Ability to train and explain financial concepts to a variety of audiences, primarily in a call center environment.
• Ability to diagnose problems and recommend solutions for process improvement purposes.
• Ability to plan, organize, and successfully manage competing priorities.
• Strong oral communication, written communication, and interpersonal skills.
• Proficiency in using Microsoft Word, Excel, Outlook, Cisco WebEx, and/or equivalent software packages.

Successful candidates must also be able to secure their own transportation for in-state business travel and/or conferences.

Preferred Qualifications

Experience in a call center environment that provides both phone and chat services to customers.

Experience communicating financial concepts to diverse audiences and stakeholders.

Experience providing retirement or pension benefit services.

Possession of an Advanced Degree in Business, Accounting, Finance, Math, Public Administration or a related field.

Physical Requirements

This position requires occasional transporting of articles such as file folders, ledgers and/or small tools. May be required to move or maintain a stationary position for long periods of time.

Additional Requirements

**Successful candidates must pass past-employer reference checks and a criminal background check.**

It is the policy of TRA that all finalist(s) submit to a background check prior to employment. The background check may consist of the following components:

• State of Minnesota state government employment records check (applies to current and past State of Minnesota state government employees only)
• Criminal History Check
• Employment Reference Check
• Social Security and Address Verification

If you have questions about this position, or are an individual with a disability and need to request an accommodation for a scheduled interview, contact Justin Johnson at [e-mail] .

Working together to improve the state we love.

What do Minnesota's State employees have in common?

• A sense of purpose in their work
• Connection with their coworkers and communities
• Opportunities for personal and professional growth

As an employee, you'll have access to one of the most affordable health insurance plans in Minnesota, along with other benefits to help you and your family be well.

Your benefits may include:

• Paid vacation and sick leave
• 12 paid holidays each year
• Low-cost medical, dental, vision, and prescription drug plans
  • Fertility care, including IVF
  • Diabetes care
  • Dental and orthodontic care for adults and children
• 6 weeks paid leave for parents of newborn or newly adopted children
• Pension plan that provides income when you retire (after working at least three years)
• Employer paid life insurance to provide support for your family in the event of death
• Short-term and long-term disability insurance that can provide income if you are unable to work due to illness or injury
• Tax-free expense accounts for health, dental, and dependent care
• Resources that provide support and promote physical, emotional, social, and financial well-being

Support to help you reach your career goals:

• Training, classes, and professional development
• Federal Public Service Loan Forgiveness Program (Some positions may qualify for the Public Service Loan Forgiveness Program. For more information, visit the Federal Student Aid website at studentaid.gov )

Employee Assistance Program (EAP) for work/life support:

• A voluntary confidential program that helps employees and their families with life challenges that may impact overall health, personal well-being, or job performance
• Common sources of stress can be addressed through the EAP: mental health, relationship challenges (personal and work), grief and loss, finances, and legal issues
• Daily Living/Convenience Services: Chore services, home repair, trip planning, child/elder care

Programs, resources and benefits eligibility varies based on type of employment, agency, funding availability, union/collective bargaining agreement, location, and length of service with the State of Minnesota.

Teachers Retirement Association also offers free ramp parking at our Saint Paul Office location.

EQUAL OPPORTUNITY EMPLOYERS

Minnesota state agencies are equal opportunity, affirmative action, and veteran-friendly employers. State agencies are committed to creating a workforce that reflects the diversity of the state and strongly encourages persons of color and Indigenous communities, members of the LGBTQIA2S+ community, individuals with disabilities, women, and veterans to apply. The varied experiences and perspectives of employees strengthen the work we do together and our ability to best serve Minnesotans.

All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, national origin, sex (including pregnancy, childbirth, and disabilities related to pregnancy or childbirth), gender identity, gender expression, marital status, familial status, age, sexual orientation, status regarding public assistance, disability, veteran status or activity in a local Human Rights Commission or any other characteristic protected by law.

APPLICANTS WITH DISABILITIES

Minnesota state agencies make reasonable accommodations to their employees and applicants with disabilities. If you have a disability and need assistance in searching or applying for jobs with the State of Minnesota, call the Careers Help Desk at 651-259-3637 or email [e-mail] and let us know the support you need.