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Retirement Technician Trainee (Multiple Positions)

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Retirement Technician Trainee (Multiple Positions)

Salary

$40,685.00 - $60,714.00 Annually

Location

Dauphin County, PA

Job Type

Civil Service Permanent Full-Time

Job Number

CS-2025-34030-09551

Department

State Employees' Retirement System

Division

SR Ben Determ Div

Opening Date

09/24/2025

Closing Date

10/8/2025 11:59 PM Eastern

Job Code

09551

Position Number

Multiple positions may be filled from this posting.

Union

AFSCME

Bargaining Unit

A1

Pay Group

ST04

Bureau / Division Code

00702310

Bureau / Division

Benefits Determination Division

Worksite Address

30 N. 3rd Street

City

Harrisburg, Pennsylvania

Zip Code

17101

Contact Name

DJ Korlewitz

Contact Phone

717.237.0395

Contact Email

[email protected]

+ Description

+ Benefits

+ Questions

THE POSITION

Do you enjoy math, solving puzzles, and helping others? Do you love to learn? If so, these positions may be for you! The Pennsylvania State Employees' Retirement System (SERS) is seeking motivated, inquisitive, and detail-oriented individuals to serve as a Retirement Technician Trainees in our Benefits Determination Division. The employees in these positions will be promoted to Retirement Technicians upon successful completion of a one-year training program. Read on for more details!

DESCRIPTION OF WORK

In this role you will be responsible for processing retirement and disability requests from the SERS regional counseling centers. This work involves reviewing various employment and earnings records to gather the necessary information required to compute the best benefit for each of our members. It requires a keen eye for detail and an ability to perform basic mathematic calculations. This is a trainee position, so we will teach you what you need to know. After successful completion of a 12-month training period, you will receive a promotion to Retirement Technician. This is rewarding work in helping employees to achieve their retirement goals, so don't delay--apply today!

Interested in learning more? Additional details can be found in the position description (https://careers.employment.pa.gov/pd/PD\_NEOGOV.asp?p=00060283) .

About SERS: Established in 1923, SERS is one of the nation's oldest retirement plans for public employees and manages the pension benefits of more than 240,000 employees and retirees for 99 public sector employers. In 2024, SERS paid about $4.0 billion in benefits and managed $38.7 billion in assets. Additional information is available at www.SERS.pa.gov .

Our mission is to prepare our members and participants to achieve financial security in retirement. We achieve this through focusing on our mission, acting ethically and with integrity, empowering our members, embracing innovation, fostering life work balance, modeling an inclusive and respectful workplace, valuing and developing team members, collaborating, and finding joy in our work.

SERS is an equal opportunity employer and welcomes all qualified individuals to our team. We are committed to an inclusive and respectful work environment that fosters personal and professional growth, embraces the contributions of all team members, and leverages diversity in people, ideas, and experiences to achieve our highest potential.

Work Schedule and Additional Information:

+ Full-time employment

+ Multiple positions may be filled from this posting.

+ Work hours are 8:00 AM to 4:00 PM with a 30-minute unpaid meal periodor8:00 AM to 4:30 PM with a 60-minute unpaid meal period, Monday – Friday.

+ Telework: You may have the opportunity to work from home (telework) part-time, depending on operational needs and progress in learning assigned tasks. In order to telework, you must have a securely configured high-speed internet connection and work from an approved location inside Pennsylvania. If you are unable to telework, you will have the option to report to the headquarters office in Harrisburg. The ability to telework is subject to change at any time. Additional details may be provided during the interview.

+ Salary: In some cases, the starting salary may be non-negotiable.

+ You will receive further communication regarding this position via email. Check your email, including spam/junk folders, for these notices.

REQUIRED EXPERIENCE, TRAINING & ELIGIBILITY

QUALIFICATIONS

Minimum Experience and Training Requirements:

+ Three years of experience in advanced clerical or technical work which includes or is supplemented by either one year of experience applying basic computer skills and techniques or three (3) credits in computer basics and techniques;or

+ Associate Degree that includes or is supplemented by three (3) credits of computer basics and techniques;or

+ Any equivalent combination of education, experience, and training which includes one year of advanced clerical or technical work applying basic computer skills and techniques or three (3) credits of computer basics and techniques.

Other Requirements:

+ You must meet the PA residency requirement (https://www.employment.pa.gov/Additional%20Info/Pages/default.aspx) . For more information on ways to meet PA residency requirements, follow the link (https://www.employment.pa.gov/Additional%20Info/Pages/default.aspx) and click on Residency.

+ You must be able to perform essential job functions.

How to Apply:

+ Resumes, cover letters, and similar documents willnotbe reviewed, and the information contained therein will not be considered for the purposes of determining your eligibility for the position. Information to support your eligibility for the position must be provided on the application (i.e., relevant, detailed experience/education).

+ If you are claiming education in your answers to the supplemental application questions, you must attach a copy of your college transcripts for your claim to be accepted toward meeting the minimum requirements. Unofficial transcripts are acceptable.

+ Your application must be submitted by the posting closing date. Late applications and other required materials will not be accepted.

+ Failure to comply with the above application requirements may eliminate you from consideration for this position.

Veterans:

+ Pennsylvania law (51 Pa. C.S. §7103) provides employment preference for qualified veterans for appointment to many state and local government jobs. To learn more about employment preferences for veterans, go to www.pa.gov/agencies/employment/how-to-apply.html and click on Veterans.

Telecommunications Relay Service (TRS):

+ 711 (hearing and speech disabilities or other individuals).

If you are contacted for an interview and need accommodations due to a disability, please discuss your request for accommodations with the interviewer in advance of your interview date.

The Commonwealth is an equal employment opportunity employer and is committed to a diverse workforce. The Commonwealth values inclusion as we seek to recruit, develop, and retain the most qualified people to serve the citizens of Pennsylvania. The Commonwealth does not discriminate on the basis of race, color, religious creed, ancestry, union membership, age, gender, sexual orientation, gender identity or expression, national origin, AIDS or HIV status, disability, or any other categories protected by applicable federal or state law. All diverse candidates are encouraged to apply.

EXAMINATION INFORMATION

+ Completing the application, including all supplemental questions, serves as your exam for this position. No additional exam is required at a test center (also referred to as a written exam).

+ Your score is based on the detailed information you provide on your application and in response to the supplemental questions.

+ Your score is valid for this specific posting only.

+ You must provide complete and accurate information or:

+ your score may be lower than deserved.

+ you may be disqualified.

+ You may only apply/testonce for this posting.

+ Your results will be provided via email.

Learn more about our Total Rewards by watching this shortvideo (https://www.youtube.com/embed/HtcSRnndflc?rel=0) !

See the total value of your benefits package by exploring ourbenefits calculator.

Health & Wellness

We offer multiple health plans so our employees can choose what works best for themselves and their families. Our comprehensive benefits package includes health coverage, vision, dental, and wellness programs.*

Compensation & Financial Planning

We invest in our employees by providing competitive wages and encouraging financial wellness by offering multiple ways to save money and ensure peace of mind including multiple retirement and investment plan options.

Work/Life Balance

We know there’s more to life than just work! Our generous paid leave benefits include paid vacation, paid sick leave, eight weeks of paid parental leave, military leave, and paid time off for most major U.S. holidays, as well as flexible work schedules and work-from-home opportunities.*

Values and Culture

We believe in the work we do and provide continual opportunities for our employees to grow and contribute to the greater good. As one of the largest employers in the state, we provide opportunities for internal mobility, professional development, and the opportunity to give back by participating in workplace charitable giving.

Employee Perks

Sometimes, it is the little “extras” that make a big difference. Our employees receive special employee-only discounts and rates on a variety of services and memberships.

For more information on all of these Total Rewards benefits, please visitwww.employment.pa.gov and click on the benefits box.

*Eligibility rules apply.

01

How many years of full-time advanced clerical or technical work experience do you possess?

+ 2 years or more

+ 1 but less than 2 years

+ Less than 1 year

+ None

02

If you are claiming experience in the above question, please list the employer(s) where you gained this experience in the text box below. The employer(s) and a description of the experiencemustalso be included in the appropriate sections of your application if you would like the experience to be considered in the eligibility decision. If you claimed you do not have experience, type N/A in the text box below.

03

How much college coursework have you completed? If you are claiming credits/degree, you must upload a copy of your college transcript(s) for this education to be considered in the eligibility decision. Unofficial transcripts are acceptable. You must attach your transcript(s) prior to the submission of your application by using the "Attachments" tab on the left. You will not be able to add a transcript(s) to the application after it has been submitted.

If your education was acquired outside of the United States, you must upload a copy of your foreign credential evaluation report. We can only accept foreign credential evaluations from organizations that are members of the National Association of Credential Services (NACES). A list of current NACES members can be found by visitingwww.naces.org (”www.naces.org”target=_blank”) and clicking the Evaluation Services Link.

For additional information on foreign education credentials, please visithttps://www.employment.pa.gov/Additional%20Info/Pages/default.aspx#q3and click on Other Information.You must attach your documentation prior to the submission of your application by using the "Attachments" tab on the left. You will not be able to add a document to the application after it has been submitted.

+ 60 credits or more

+ 30 but less than 60 credits

+ Less than 30 credits

+ None

04

You must complete the supplemental questions below. These supplemental questions are the exam and will be scored. They are designed to give you the opportunity to relate your experience and training background to the major activities (Work Behaviors) performed in this position. Failure to provide complete and accurate information may delay the processing of your application, or result in a lower-than-deserved score or disqualification. Youmustcomplete the applicationandanswer the supplemental questions. Resumes, cover letters, and similar documents will not be reviewed for the purposes of determining your eligibility for the position or to determine your score.

All information you provide on your application and supplemental questions is subject to verification. Any misrepresentation, falsification or omission of material facts is subject to penalty. If requested, you must provide documentation, including names, addresses, and telephone numbers of individuals who can verify the validity of the information you provide in the application and supplemental questions.

Read each work behavior carefully. Determine and select which "Level of Performance" most closely represents your highest level of experience/training. List the employer(s)/training source(s) from your Work or Education sections of the application where you gained this experience/training.The "Level of Performance" you choose for each work behavior must be clearly supported within the description of the experience and training information entered in your application or your score may be lowered.In order to receive credit for experience, you must have worked in a job for at least six months in which the experience claimed was a major function.

If you have read and understand these instructions, please click on the "Yes" button and proceed to the exam questions.

If you have general questions regarding the application and hiring process, please refer to ourFAQ page (https://www.employment.pa.gov/Additional%20Info/Pages/default.aspx) .

+ Yes

05

WORK BEHAVIOR 1 – POLICY APPLICATION AND EXPLANATION

Reads, applies, and communicates rules, regulations, legal opinions, policies, membership, and benefit provisions in order to determine eligibility for payments and to maintain accounts.

Levels of Performance

Select the Level of Performance that best describes your claim.

+ A. I have experience applying policy in order to determine eligibility and to maintain accounts. I was responsible for communicating policy to parties requesting information.

+ B. I have experience communicating policy to parties requesting information. However, someone else was responsible for applying policy in order to determine eligibility and to maintain accounts.

+ C. I have successfully completed college-level coursework related to policy analysis, finance, or administration.

+ D. I have NO experience or coursework related to this work behavior.

06

In the text box below, please describe your experience as it relates to the level of performance you claimed in this work behavior. Please be sure your response addresses the items listed below which relate to your claim. If you indicated you have no work experience related to this work behavior, type N/A in the box below.

+ The name of the employer(s) where you gained this experience.

+ The actual duties you performed related to policy application and explanation.

+ Your level of responsibility.

07

If you have selected the level of performance pertaining to college coursework, please provide your responses to the items listed below. If you indicated you have no education/training related to this work behavior, type N/A in the text box below.

+ College/University

+ Course Title

+ Credits/Clock Hours

08

WORK BEHAVIOR 2 – ANALYZING INFORMATION

Reviews and analyzes documents including applications, records, documents, transactions, reports, etc., to assist in the determination of their accuracy or impact on accounts and communicates findings in order to make adjustments or corrections to accounts.

Levels of Performance

Select the Level of Performance that best describes your claim.

+ A. I have experience reviewing and analyzing documents to determine their accuracy or impact on the client. I was responsible for communicating my findings and making any necessary adjustments or corrections.

+ B. I have experience reviewing and analyzing documents to determine their accuracy or impact on the client. I was responsible for communicating my findings to someone else who made any necessary adjustments or corrections.

+ C. I have successfully completed college-level coursework related to data analysis or analytics.

+ D. I have NO experience or coursework related to this work behavior.

09

In the text box below, please describe your experience as it relates to the level of performance you claimed in this work behavior. Please be sure your response addresses the items listed below which relate to your claim. If you indicated you have no work experience related to this work behavior, type N/A in the box below.

+ The name of the employer(s) where you gained this experience.

+ The actual duties you performed related to analyzing information.

+ Your level of responsibility.

10

If you have selected the level of performance pertaining to college coursework, please provide your responses to the items listed below. If you indicated you have no education/training related to this work behavior, type N/A in the text box below.

+ College/University

+ Course Title

+ Credits/Clock Hours

11

WORK BEHAVIOR 3 – PAYMENT CALCULATION

Assists in the calculation of payments, cost statements, various options, allowances, cost of living increases, death benefits, and monies due resulting from overpayments, underpayments, refunds, or adjustments to accounts.

Levels of Performance

Select the Level of Performance that best describes your claim.

+ A. I have experience calculating payments and monies due or owed. I was responsible for developing payment plans for underpayments and processing refunds resulting from overpayments.

+ B. I have experience calculating payments and monies due or owed. Someone else was responsible for developing payment plans for underpayments and processing refunds resulting from overpayments.

+ C. I have successfully completed college-level coursework related to benefits administration, retirement plan management, group benefits, accounting, or mathematics.

+ D. I have NO experience or coursework related to this work behavior.

12

In the text box below, please describe your experience as it relates to the level of performance you claimed in this work behavior. Please be sure your response addresses the items listed below which relate to your claim. If you indicated you have no work experience related to this work behavior, type N/A in the box below.

+ The name of the employer(s) where you gained this experience.

+ The actual duties you performed related to payment calculation.

+ Your level of responsibility.

13

If you have selected the level of performance pertaining to college coursework, please provide your responses to the items listed below. If you indicated you have no education/training related to this work behavior, type N/A in the text box below.

+ College/University

+ Course Title

+ Credits/Clock Hours

14

WORK BEHAVIOR 4 – RESEARCH

Uses necessary resources to gather data, analyze records, salary, etc. and to calculate benefits, cost statements, various options, allowances, cost-of-living increases, death benefits, and monies due resulting from overpayments, underpayments, refunds, or adjustments to accounts.

Levels of Performance

Select the Level of Performance that best describes your claim.

+ A. I have experience researching records and files to document the appropriate information needed for client accounts. When given a topic, I was responsible for compiling all available documents from a variety of data sources.

+ B. I have experience retrieving specifically requested records and files from a single records location.

+ C. I have successfully completed college-level coursework related to research methods, statistics, or data collection.

+ D. I have NO experience or coursework related to this work behavior.

15

In the text box below, please describe your experience as it relates to the level of performance you claimed in this work behavior. Please be sure your response addresses the items listed below which relate to your claim. If you indicated you have no work experience related to this work behavior, type N/A in the box below.

+ The name of the employer(s) where you gained this experience.

+ The actual duties you performed related to research.

+ Your level of responsibility.

16

If you have selected the level of performance pertaining to college coursework, please provide your responses to the items listed below. If you indicated you have no education/training related to this work behavior, type N/A in the text box below.

+ College/University

+ Course Title

+ Credits/Clock Hours

17

WORK BEHAVIOR 5 – CUSTOMER SERVICE

Gathers data and verifies the accuracy of information and responds to requests for information from members and other interested parties on rules, regulations, procedures, and member accounts, and prepares reports as requested.

Levels of Performance

Select the Level of Performance that best describes your claim.

+ A. I have experience receiving customer inquiries. I was responsible for answering general questions and providing technical advice as necessary.

+ B. I have experience receiving customer inquiries and referring customers to the appropriate location for assistance. I was responsible for answering general questions but referred customers to someone else for responses to technical questions.

+ C. I have successfully completed college-level coursework related to communications, public speaking, counseling, or interviewing.

+ D. I have NO experience or coursework related to this work behavior.

18

In the text box below, please describe your experience as it relates to the level of performance you claimed in this work behavior. Please be sure your response addresses the items listed below which relate to your claim. If you indicated you have no work experience related to this work behavior, type N/A in the box below.

+ The name of the employer(s) where you gained this experience.

+ The actual duties you performed related to customer service.

+ Your level of responsibility.

19

If you have selected the level of performance pertaining to college coursework, please provide your responses to the items listed below. If you indicated you have no education/training related to this work behavior, type N/A in the text box below.

+ College/University

+ Course Title

+ Credits/Clock Hours

Required Question

Employer

Commonwealth of Pennsylvania

Address

613 North Street

Harrisburg, Pennsylvania, 17120

Website

http://www.employment.pa.gov