Retirement System Operations Specialist (106369)

Employees Retirement System of Texas; Austin (TX); On-site; USD 42,000 - 52,000; Full time

Benefits offered by this job

Flexible work schedules

On-site work

Job summary

Employees Retirement System of Texas seeks a Retirement System Operations Specialist to perform entry-level to routine retirement or benefits program assistance. Duties include maintaining member records, determining eligibility, and assisting with inquiries.

Reports to the Benefit Support Services Manager with limited independence. Responsibilities include processing retirements, researching withdrawals and beneficiaries, and updating information in the system, while counseling members and

Qualifications

• 30 semester hours of college/university credit required.
• One year of general office, accounting, benefits or payroll experience.
• One year of researching, retrieving, and providing information.
• One year of experience using Word or Excel.

Responsibilities

• Process retirement documents and approve retirements for all service classes.
• Research, verify and process member retirement account withdrawals.
• Research, verify and process member beneficiary designations.
• Respond to customer requests and inquiries regarding benefits.
• Update member information in the systems and track interactions.
• Counsel and assist members regarding benefit programs.
• Prepare standard correspondence relating to benefit programs.
• Analyze, scan and upload documents to proper workflow.
• Maintain records, files and reports.
• Attend work regularly per agency policies.
• Comply with all agency policies and procedures.

Skills

Office software (Word/Excel)

Information retrieval

Accounting/payroll basics

Education

30 semester hours of college/university credit

Tools

Adobe

Job description

Our mission is simply stated: ERS offers competitive benefits to enhance the lives of its members. Each team member across the agency contributes to our ongoing success. ERS is open for business five days a week, 8:00 am to 5:00 pm, to meet customers where they need us: in person, on the phone, in their communities, and online. ERS currently offers opportunities that include flexible work schedules.

ERS does not sponsor or assume sponsorship of an employment visa at any time.

ERS is seeking a Retirement System Operations Specialist to perform entry-level to routine (journey-level) retirement or benefits program assistance work. Work involves maintaining and updating member benefits records, assisting in determining benefits eligibility, and assisting members with retirement or benefits program inquiries. Works under close supervision of the Benefit Support Services Manager with minimal latitude for the use of initiative and independent judgment.

Essential Responsibilities include, but are not limited to

• Processes retirement documents and approves retirements for all service classes.
• Researches, verifies and processes member’s retirement account withdrawals.
• Researches, verifies and processes member’s beneficiary designations.
• Researches and responds to customer requests and inquiries.
• Updates member information in the systems and tracks member interactions.
• Counsels and assists members regarding benefit programs.
• Prepares standard correspondence relating to benefit programs.
• Analyzes, scans and uploads documents in the system by allocating to proper business workflow.
• Maintains records, files and reports
• Attends work regularly in accordance with agency leave and attendance policies.
• Complies with all applicable agency policies and procedures, including safety and standards of conduct.

Other Duties and Responsibilities

• Performs other duties as assigned.
• Coordinates work with other sections and divisions.

Required Minimum Qualifications

1. Successful completion of 30 semester hours of college/university credit. Qualifying experience beyond the minimum required may substitute for education.
2. One (1) year general office, accounting, benefits or payroll experience.
3. One (1) year researching, retrieving, and providing information.
4. One (1) year experience using Word or Excel.

Preferred Qualifications

1. Researching and analytical experience using electronic data, procedures, statutes or policy statements.
2. Experience with Adobe.

PLEASE NOTE

All submissions should contain complete job history entries, which includes job title, dates of employment, name of employer, and a description of duties performed as related to the position you are applying for. Resumes lacking sufficient detail, such as a summary of experience in lieu of progression of work history may not meet minimum qualifications.

Other Information

In accordance with state law, authorization for telework may not be awarded to an employee as a condition of hiring. As an agency process, new employees complete a 30 day fully onsite period before evaluation for a telework agreement. This position may require access to privileged, confidential, or sensitive data. ERS will conduct either a TXDPS or FBI criminal history check on all new hires. For more information about this policy inquiries can be made to [e-mail]. Please note: Internal applicants in the same salary group and classification as the posted position are eligible to receive an increase in salary where applicable up to the posted maximum.

Military Occupational Specialty Codes

Veterans, Reservists or Guardsmen with experience in the Military Occupational Specialty (https://hr.sao.texas.gov/Compensation/MilitaryCrosswalk/MOSC_Insurance.pdf) along with the minimum qualifications listed above may meet the minimum requirements and are highly encouraged to apply. Please contact Human Resources at [e-mail] with questions or for additional information.

Email: [e-mail]

Web: www.ers.texas.gov

Relay Texas TDD: [phone]

LinkedIn: https://www.linkedin.com/company/employees-retirement-system-of-texas/