Retirement Account Specialist

3 weeks ago


Boise, Idaho, United States Idaho Division of Human Resources Full time
Job Title: Retirement Account Specialist

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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