Retirement Specialist

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

Description

About Chartis Federal

Chartis Federal delivers mission-critical technology and professional services that help law enforcement, homeland security, and defense organizations operate safely and effectively. Our continued growth has earned recognition as a two-time Washington Technology FAST 50 company and a five-time Inc. 5000 honoree. We pair the resources of an established federal contractor with a collaborative environment where employees can see the impact of their work.

Position Overview

Chartis Federal is seeking an experienced federal retirement specialist to help U.S. Coast Guard employees navigate important career and life decisions with accurate, timely guidance. The specialist will independently review voluntary and disability retirement cases, prepare estimates, advise employees and HR staff, and process retirement actions in accordance with federal requirements.

This position is contingent upon contract award.

Duties and Responsibilities

• Review voluntary and disability retirement packages for completeness, accuracy, and compliance with applicable federal requirements.
• Prepare retirement estimates and clearly explain the calculations, assumptions, eligibility considerations, and available options.
• Provide knowledgeable, responsive advisory support to employees and HR staff throughout the retirement process.
• Identify missing or inconsistent documentation, resolve case issues, and coordinate follow-up needed to keep cases moving.
• Code and process retirement personnel actions in accordance with OPM's Guide to Processing Personnel Actions.
• Protect sensitive personnel information and complete all work within client-secured systems using Government-Furnished Equipment (GFE).
• Meet established timeliness and quality standards, including accurate retirement estimates and packages requiring no more than minor correction.

Requirements

• At least six years of experience providing federal retirement support comparable to the services described above.
• Expert knowledge of federal retirement benefits, eligibility requirements, and applicable laws, regulations, and policies.
• Demonstrated ability to independently review retirement cases, prepare estimates, advise employees, and resolve complex case issues.
• Experience coding and processing retirement personnel actions in accordance with OPM guidance.
• Strong analytical, customer-service, and written and verbal communication skills.
• Proficiency with Microsoft Word, Excel, PowerPoint, and Outlook.
• Ability to read, write, speak, and understand English fluently.
• Ability to successfully complete a Tier 1 background investigation and obtain and maintain the required Public Trust determination and Common Access Card (CAC). No Secret or higher-level clearance is required.

Why Join Chartis Federal?

We offer a competitive compensation and benefits package, including:

• Medical, dental, and vision insurance
• Retirement benefits with company contributions
• Professional development and career-growth support
• A collaborative workplace where specialized expertise and mission impact are valued

Chartis Federal is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other characteristic protected by applicable law. Chartis Federal participates in E-Verify.