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Retirement Services Specialist - Retirement…
- State of Minnesota (St. Paul, MN)
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Working Title: Retirement Services Representative
Job Class: Retirement Services Specialist
Agency: Teachers Retirement Association
+ **Job ID** : 87659
+ **Location** : St. Paul
+ **Telework Eligible** : Yes
+ **Full/Part Time** : Full-Time
+ **Regular/Temporary** : Unlimited
+ **Who May Apply** : Open to all qualified job seekers
+ **Date Posted** : 07/18/2025
+ **Closing Date** : 07/31/2025
+ **Hiring Agency/Seniority Unit** : Teachers Retirement Assoc / Teachers Retirement Asc-MAPE
+ **Department/Unit** : TRA Member Services (Phone Center)
+ **Work Shift/Work Hours** : Day Shift
+ **Days of Work** : Monday - Friday
+ **Travel Required** : Yes - Up to 10%
+ **Salary Range:** $23.63 - $34.18 / hourly; $49,339 - $71,367 / annually
+ **Classified Status** : Classified
+ **Bargaining Unit/Union** : 214 - MN Assoc of Professional Empl/MAPE
+ **FLSA Status** : Nonexempt
+ Designated in Connect 700 Program for Applicants with Disabilities (https://mn.gov/mmb/careers/diverse-workforce/people-with-disabilities/connect700/) : Yes
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.
*Please note that this posting will be used to fill up to three (3) vacancies.*
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 Retirement Services Representatives.
These positions are part of TRA’s Member Services phone center and exist to help educators understand the value of retirement planning specific to TRA benefits. These positions will primarily deliver available benefit information and options to Minnesota public schools’ educators and their beneficiaries by phone, chat, and/or email. Additionally, the incumbents in these roles will be further required to perform a variety of calculations, both routine and complex.
These positions are located in our St. Paul, Minnesota office. The roles are telework eligible, but will require the incumbents to work a schedule that includes some in-person work. 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.
Travel may be required up to 10% for these roles.
Minimum Qualifications
One (1) year of 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 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.
Experience working with or at Minnesota State Retirement System, Public Employees Retirement Association, or Teachers Retirement Association.
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
+ Education Verification
+ Driver's License Check
AN EQUAL OPPORTUNITY EMPLOYER
Minnesota State Colleges and Universities is an Equal Opportunity employer/educator committed to the principles of diversity. We prohibit discrimination against qualified individuals based on their race, sex, color, creed, religion, age, national origin, disability, protected veteran status, marital status, status with regard to public assistance, sexual orientation, gender identity, gender expression, or membership in a local commission as defined by law. As an affirmative action employer, we actively seek and encourage applications from women, minorities, persons with disabilities, and individuals with protected veteran status.
Reasonable accommodations will be made to all qualified applicants with disabilities. If you are an individual with a disability who needs assistance or cannot access the online job application system, please contact the job information line at 651-259-3637 or email [email protected] . Please indicate what assistance is needed.
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