Retirement Benefits Specialist 1.

4 months ago


Atlanta, United States GeorgiaGov Full time

Internal Job Profile Summary

Job Responsibilities & Performance Standards

·Monitors, reviews and balances monthly reports, contributions and rehired retiree data for assigned employers.

·Researches and resolves any basic data edits and contribution errors occurring when processing the monthly transactions whether through the website or as files, including service and contributions; resolution activity should include, but is not limited to follow-up with employers, basic system adjustments and basic data revision.

·Allocates employer cash receipts related to the monthly transactions, and resolves timing or invalid data submissions.

·Reconciles monthly employer reports, data files and cash receipts.

·Creates monthly invoices for deficiencies or overpayments for current monthly reporting.

·Works and communicates with employers to reconcile invoices with accounts, and to resolve any basic issues on aged invoices.

·Perform routine processing on the Ad Hoc Termination, Forfeited Leave, Invalid Addresses and Missing Enrollment reports.

·Researches unallocated cash receipts.

·Maintains accurate employer and GASB contact database.

·Under general supervision, works on the GASB 67 and GASB 68 audits, reporting and tracking, special projects, and data clean-up efforts.

·Responds to requests from Member Services regarding basic account adjustments and prior period changes.

·Responds to requests from statewide employer human resources and payroll staff regarding employer responsibilities, web reporting issues, membership eligibility, and day-to-day transaction activity.

Technical Competencies Required for Job

Plan Provisions

§Understands and applies basic rules for plan eligibility for members and rehired retirees and associated employer reporting requirements

Computer/Technical Capability

§Basic understanding and application of the pension software and web modules

FMD Processes

§Basic understanding of core FMD processes:

ÞEmployer Reporting Flow

ÞKnowledge of data conditions

ÞKnowledge of edits

ÞAbility to reconcile Employer Reports

Statewide Core Behavioral Competencies Required for Job

Basic Level Competencies

Accountability

Accepts full responsibility for self and contribution as a team member; displays honesty and truthfulness; confronts problems quickly; displays a strong commitment to organizational success and inspires others to commit to goals; demonstrates a commitment to delivering on his/her public duty and presenting oneself as a credible representative of the Agency and State to maintain the public’s trust

Customer Service

Understands that all State employees have external and/or internal customers that they provide services and information to; honors all of the State’s commitments to customers by providing helpful, courteous, accessible, responsive, and knowledgeable service

Results Orientation

Consistently delivers required business results; sets and achieves achievable, yet aggressive, goals; consistently complies with quality standards and meets deadlines; maintains focus on Agency and State goals

Teamwork and Cooperation

Cooperates with others to accomplish common goals; works with employees within and across his/her department to achieve shared goals; treats others with dignity and respect and maintains a friendly demeanor; values the contribution of others

Judgment and Decision Making

Analyzes problems by evaluating available information and resources; develops effective, viable solutions to problems which can help drive the effectiveness of the department and/or State of Georgia

Additional Behavioral Competencies Required for Job

Basic Level Competencies

Communication

Flexibility

Initiative

Proactively identifies ways to contribute to the State’s goals and missions; achieves results without needing reminders from others; identifies and takes action to address problems and opportunities

Cultural Awareness

Demonstrates an open-minded approach to understanding people regardless of their gender, age, race, national origin, religion, ethnicity, disability status, or other characteristics; treats all people fairly and consistently; effectively works with people from diverse backgrounds by treating them with dignity and respect

Ethical Behavior & Integrity

Upholds the highest personal and business standards, demonstrates honesty, is able to maintain the trust of others; does not jeopardize business relationships for personal gain; able to maintain confidential information.

ERS Career Development Levels

·Retirement Specialist 2

·Retirement Specialist 3

·Retirement Specialist Supervisor

Work Environment

This is a general office environment consisting of cubicle desk space. Ambient room temperatures, lighting and traditional office equipment are provided as found in a typical office environment.

Physical Demands

ERS Preferred Qualifications

Bachelor’s degree in business OR four years of related experience.

Statewide Entry Qualifications

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

  • Atlanta, Georgia, United States GeorgiaGov Full time

    Job Title: Retirement Benefits SpecialistAt the Teachers Retirement System of Georgia, our mission is to provide exceptional pension education, safeguard plan investments, and efficiently administer retirement benefits. Our vision is to be the premier retirement system providing comprehensive service to our members and retirees.Job SummaryWe are seeking a...


  • Atlanta, United States GeorgiaGov Full time

    At the Teachers Retirement System of Georgia, our mission is to provide pension education, safeguard plan investments, and efficiently administer retirement benefits. Our vision is to be the premier retirement system providing exceptional and comprehensive service. As the largest public retirement system in the State of Georgia, we are always looking for...


  • Atlanta, Georgia, United States GeorgiaGov Full time

    Job SummaryWe are seeking a highly skilled Retirement Specialist to join our team at the Teachers Retirement System of Georgia. As a key member of our Member Services Division, you will play a critical role in processing new retirement and active death applications, ensuring accurate creditable service and benefits for our members.Key ResponsibilitiesReview...


  • Atlanta, Georgia, United States Human Resource Dimensions Full time

    Human Resource Dimensions is seeking a dedicated Retirement Benefits Specialist to oversee the administration of our Defined Contribution Plans (401(k)). This role will ensure the smooth operation of these crucial retirement programs, fostering financial well-being for our employees. As a key member of our team, you will collaborate closely with internal...


  • Atlanta, United States Teachers Retirement System of Georgia Full time

    Job DescriptionJob DescriptionThe Teachers Retirement System of Georgia (TRSGA) is seeking a dedicated and detail-oriented Retirement Operations Specialist to join our team. Under the general supervision of the Operations Manager, the incumbent will perform a variety of duties related to the calculation and administration of new retiree and death benefits....


  • Atlanta, Georgia, United States National Employee Benefits Administrators, Inc. Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented individual to join our Pension team as a Retirement Plan Specialist. In this role, you will be responsible for the day-to-day management of pension benefits, including timely and accurate administration of pension benefits.Key ResponsibilitiesManage the monthly retirement payroll process,...


  • Atlanta, United States National Employee Benefits Administrators, Inc. Full time

    Job DescriptionJob DescriptionNational Employee Benefits Administrators, Inc. (NEBA) is a full service, licensed Third Party Administrator providing benefit administration services to Taft-Hartley, Public and Private Sector clients. We are looking for a positive and highly motivated individual to become an integral part of our Pension team. The ideal...


  • Atlanta, Georgia, United States GeorgiaGov Full time

    Job SummaryWe are seeking a highly skilled Retirement Benefits Specialist to join our team at GeorgiaGov. As a key member of our team, you will be responsible for monitoring, reviewing, and balancing monthly reports, contributions, and rehired retiree data for assigned employers.Key ResponsibilitiesMonitor and review monthly reports, contributions, and...


  • Atlanta, Georgia, United States GeorgiaGov Full time

    At the GeorgiaGov, our mission is to provide pension administration, safeguard plan investments, and efficiently manage retirement benefits. Our vision is to be the premier retirement system providing exceptional and comprehensive service. As a leading public retirement system, we are always looking for potential talent who share our commitment to enhancing...


  • Atlanta, Georgia, United States GeorgiaGov Full time

    Job SummaryWe are seeking a highly skilled Retirement Counselor to join our team at the Teachers Retirement System of Georgia. As a key member of our Member Services Division, you will play a critical role in providing exceptional service to our members and retirees.Key ResponsibilitiesAnalyze member accounts to determine eligibility for retirement and...


  • Atlanta, Georgia, United States GeorgiaGov Full time

    Job Title: Retirement CounselorAt the Teachers Retirement System of Georgia, our mission is to provide exceptional service to our members and retirees. We are seeking a highly skilled Retirement Counselor to join our team in Atlanta, GA.Job SummaryThe successful candidate will be responsible for counseling and advising members on matters relating to...


  • Atlanta, Georgia, United States GeorgiaGov Full time

    Job SummaryWe are seeking a highly skilled Retirement Benefits Specialist to join our team at GeorgiaGov. As a key member of our team, you will be responsible for monitoring, reviewing, and balancing monthly reports, contributions, and rehired retiree data for assigned employers.Key ResponsibilitiesMonitor and review monthly reports, contributions, and...


  • Atlanta, Georgia, United States GeorgiaGov Full time

    Internal Job Profile OverviewRole Responsibilities and Performance ExpectationsOversees, assesses, and balances monthly financial statements, contributions, and data for rehired retirees for designated employers.Investigates and rectifies basic data discrepancies and contribution inaccuracies during the processing of monthly transactions, whether through...


  • Atlanta, Georgia, United States GeorgiaGov Full time

    Position OverviewRole Summary and ExpectationsOversees and evaluates monthly reports, contributions, and data for rehired retirees associated with designated employers.Investigates and rectifies basic data discrepancies and contribution issues during the processing of monthly transactions, whether via online platforms or data files, including service and...


  • Atlanta, Georgia, United States GeorgiaGov Full time

    Internal Job Profile OverviewPosition Responsibilities and Performance MetricsOversees, evaluates, and balances monthly financial reports, contributions, and data for rehired retirees associated with designated employers.Investigates and rectifies basic data discrepancies and contribution inaccuracies during the processing of monthly transactions, whether...


  • Atlanta, Georgia, United States Teachers Retirement System of Georgia Full time

    Job Description**Job Summary**The Teachers Retirement System of Georgia is seeking a highly skilled and detail-oriented Benefit Claims Specialist to join our team. As a key member of our organization, you will be responsible for reviewing member accounts, processing routine requests for benefits, and communicating with members and other authorized entities...


  • Atlanta, Georgia, United States GeorgiaGov Full time

    About the Position:The GeorgiaGov is seeking a qualified individual for the role of Retirement Counselor within the Member Services Division. This position is essential in providing expert guidance and support to members regarding their retirement choices, service credits, and entitlements as per the applicable laws and regulations.Key...


  • Atlanta, Georgia, United States GeorgiaGov Full time

    Overview: The GeorgiaGov is seeking a dedicated professional for the role of Retirement Counselor. This position plays a vital role in assisting members with their retirement planning and benefits management.Key Responsibilities:Evaluate member accounts to assess eligibility for retirement and service credit purchases, adhering to relevant...


  • Atlanta, Georgia, United States Four Winds Health Full time

    Job OverviewThe Retirement Benefits Analyst plays a crucial role in the ongoing management of Defined Contribution Plans (401(k)). This position involves overseeing the biweekly and semi-monthly funding processes, generating reports, correcting file discrepancies, and collaborating with the Plan record-keeper as well as internal stakeholders when necessary....


  • Atlanta, Georgia, United States Four Winds Health Full time

    Job OverviewThe Retirement Benefits Analyst plays a crucial role in the effective management of Defined Contribution Plans (401(k)). This position involves the administration of ongoing processes including the execution of biweekly and semi-monthly funding, detailed reporting, and file error resolution. The Analyst will collaborate with the Plan...