• Retirement Specialist 1

    State of Georgia (Fulton County, GA)


    Retirement Specialist 1

    • Georgia - Fulton - Atlanta (https://ga.referrals.selectminds.com/jobs/74241/other-jobs-matching/location-only)

     

    New Hot

     

    •

     

    Financial

     

    •

     

    Teachers Retirement System - TRS

     

    •   

    5 days ago Post Date

     

    Apply for Job Share this Job Sign Up for Job Alerts

     

    This position will be eligible for hybrid remote work schedule after a training period

    Job Summary

    Under general supervision of the division manager, the incumbent is responsible for daily tasks associated with processing monthly employer contribution files, conducting account audits, and assisting employers with TRS-related needs. The job requires a candidate who is detail-oriented, able to meet deadlines, and possesses strong analytical and customer service skills.

     

    Minimum Qualifications & Education

     

    College coursework in business and accounting, and one to three years of experience in a financial services or business environment, or an equivalent combination of education and work experience

     

    Preferred Additional qualifications

     

    Experience with qualified retirement plan administration

     

    Bachelor’s degree with business and accounting coursework

     

    Additional Eligibility & Qualifications (certificates, Special equipment)

     

    None

     

    Essential Duties & Responsibilities

     

    Provide prompt, accurate, professional, and friendly customer service to internal and external contacts to assist with needs related to divisional work

     

    Manage high volume work queue to ensure agency standards for quality and timeliness are met

     

    Prepare correspondence for members and employers

     

    Add or update employer and member records in recordkeeping system

     

    Comply with all retirement system policies and procedures, and state and federal regulations

     

    Ability to work overtime as needed

     

    Perform other duties as assigned

     

    Specialized Duties & Responsibilities

     

    knowledge, Skills, and Abilities

     

    Ensure all contributions are reported and posted each month, working with Information Technology staff, employers and external payroll preparation vendors

     

    Analyze, research and resolve reported member contribution and service credit discrepancies on a monthly basis

     

    Educate employers on applicable laws, policies and procedures to ensure accurate reporting

     

    Ensure member account audits are completed in accordance with agency and divisional policies

     

    Monitor and reconcile outstanding contribution payment variances

     

    Resolve demographic data discrepancies

     

    Perform account mergers and transfers

     

    Knowledge of Microsoft Office software

     

    Knowledge of basic accounting principles

     

    Skilled in oral and written communication

     

    Skilled in data analysis and problem resolution

     

    Ability to meet required deadlines

     

    Skilled in the operation of a personal computer and other office equipment

     

    Ability to navigate multiple computer screens while speaking with employers on the phone

     

    Ability to build and maintain effective working relationships with all levels of management, staff and external contacts

     

    Ability to maintain professional demeanor

     

    Ability to work independently or within a team environment

     

    Work Environment

     

    The work is typically performed in an office or teleworking environment.

    Physical demands of the job

    SEDENTARY: Exerts up to 10 lbs. of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull, or otherwise move objects, including the human body; involves sitting most of the time, but may involve walking or standing for brief periods of time. The work is typically performed while sitting at a desk or table.

     

    REPETITIVE MOTIONS: Movements frequently and regularly required using wrists, hands, or fingers. While performing the duties of this job, the employee will also regularly be required to talk, hear, and use hands and fingers to operate a computer and telephone. Specific vision abilities required by this job include close vision requirements due to computer work.

     

    Due to the volume of applications received, we are unable to provide information on application status by phone or e-mail. All qualified applicants will be considered, but may not necessarily receive an interview. Selected applicants will be contacted by the hiring agency for next steps in the selection process. Applicants who are not selected will not receive notification.

     

    THIS POSITION IS SUBJECT TO CLOSE AT ANY TIME ONCE A SATISFACTORY APPLICANT POOL HAS BEEN IDENTIFIED.

     

    Candidates for this position are subject to a reference and a background check.

     

    The Teachers Retirement System is an Equal Opportunity Employer

     

    Bachelor's degree in business, accounting, or finance from an accredited college or university.

     

    Additional Information

     

    + Agency Logo:

    + Requisition ID: FIN057N

    + Number of Openings: 1

    + Shift: Day Job