Retirement Account Specialist
3 weeks ago
Join the Idaho Division of Human Resources as a Retirement Account Specialist and play a vital role in helping public employees build and receive a secure and meaningful retirement.
About the Role:
As a Retirement Account Specialist, you will work directly with PERSI membership to provide accurate and timely information in a professional and meaningful way. You will be responsible for updating member records, processing deceased member accounts, and providing over-the-phone customer service.
Key Responsibilities:
- Update member records, including demographic information, tax withholdings, separation benefits, direct deposit changes, and beneficiary designations.
- Process deceased member accounts and initiate death benefit payments.
- Provide over-the-phone customer service to members.
- Assist members with in-person customer service.
Requirements:
To be successful in this role, you must possess the following qualifications:
- At least one year of experience monitoring record systems to identify and correct errors.
- Experience interpreting, explaining, and applying laws, regulations, and complex policies for multiple or highly specialized programs.
- Ability to analyze information and research a variety of sources to identify and resolve problems or issues.
- Experience dealing with individuals from varying cultural and socio-economic backgrounds in stressful situations.
- Ability to enter and retrieve data using a computerized record system.
- Composing and proofreading business correspondence.
What We Offer:
The Idaho Division of Human Resources offers a comprehensive benefits package, including excellent low-cost medical, dental, and vision insurance, generous vacation and sick leave accrual, eligibility for the Public Service Loan Forgiveness Program (PSLF), paid parental leave, and more.
How to Apply:
If you are a motivated and detail-oriented individual who is passionate about helping public employees achieve their retirement goals, we encourage you to apply for this exciting opportunity.
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