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PSERS Retirement Representative Trainee

3 months ago


Warminster, United States Commonwealth of Pennsylvania Full time

Reference #: 4524449 THE POSITION The Public School Employees' Retirement System (PSERS) Retirement Representative Trainee is responsible for learning the elements necessary to become a Retirement Representative which will enable staff to explain, counsel, and facilitate the employee benefits program of PSERS with members and school districts throughout the Commonwealth. This position is in Warminster, Bucks County, Pennsylvania for which the incumbent must maintain permanent Commonwealth residency. The employer will not pay for relocation, housing, or travel expenses. Teleworking from within Pennsylvania is optional for this position with an occasional need to report to the Warminster office. DESCRIPTION OF WORK As a member of the PSERS call center, you will assist with a high volume of member calls and email inquiries regarding a variety of retirement questions and issues related to their accounts or benefits. You will have the opportunity to schedule and coordinate retirement seminars and counseling sessions, which may include the determination of available locations and dates and prepare proper notification for employers and members. Responsibilities will include assisting with and conducting retirement seminars and educational presentations, both virtually and in-person, for professional and support personnel online and in individual school districts, intermediate units, and related organizations. You will facilitate retirement related meetings as needed which may require work outside regular working hours. Materials may have to be transported and equipment set up that may weigh approximately 20 pounds in weight. The incumbent in this role: Operates State automobiles responsibly. Personal auto or public transportation may be used based on cost and availability. Counsels members in a small group or on an individual basis, both virtually and in person, to assist them with retirement related decisions. Explains the retirement types, retirement decisions, and assists members in the completion of the retirement application. Gathers member information for individual counseling sessions. Prepares information to generate retirement estimates. Processes manual computations of a retirement estimate. Assists in the calculation of a variety of retirement benefit estimates including normal, early, multiple service, disability, divorce, special options, and frozen annuities Collaborates with other PSERS staff to identify training needs and assists in the development of training. Generates member forms as requested. Scans and/or inputs data from incoming documents. Reviews accuracy of data submitted on forms. Participates in bureau trainings to maintain knowledge of agency and legislative changes. Travel is required for this position. Travel may be required for training, in performance of regular duties or to assist workloads in PSERS regional offices across the Commonwealth. Following the successful completion of one year training, candidate will be eligible for promotion to PSERS Retirement Representative. Work Schedule and Additional Information: Full-time employment. Work hours are 8:30 AM to 5:00 PM, Monday - Friday, with 60-minute lunch. Telework: Teleworking is optional for this position with an occasional need to report to the Warminster office. 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 office in Warminster. 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: Four years of staff support experience assisting with human resources administration, financial management, o public relations work in a pension or retirement system or a related occupational area; or A bachelor's degree in communications, human resources, business administration, business management, psychology, labor relations, or a related area; or An equivalent combination of experience and training. Other Requirements: You must meet the PA residency requirement. For more information on ways to meet PA residency requirements, follow the link and click on Residency. You must be able to perform essential job functions. How to Apply: Resumes, cover letters, and similar documents will not be 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.employment.pa.gov/Additional%20Info/Pages/default.aspx and click the Veterans' Preference tab or contact us at ra-cs-vetpreference@pa.gov. 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. 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/test once for this posting. Your results will be provided via email. 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.