Retirement Benefits Education Counselorr

Agency Dept of State Treasurer Division Retirement  Division Job Classification Title Program Coordinator IV (S)
Position NumberGradeNC
14

About UsOur mission is to preserve, protect and sustain the state’s pension and healthcare plans, generate investment returns in excess of comparable public pensions, properly account for and report on all funds that are deposited, invested, and disbursed through the North Carolina Department of State Treasurer, assure the financially sound issuance of debt for state and local governments, maintain the state’s “AAA” bond rating, and provide exemplary service across all divisions of the Department.

Description of Work The Retirement Benefits Education Counselor provides subject matter expertise on retirement benefit matters such as retirement processes, statutory provisions, communicating new policy initiatives and legislation through counseling, researching and mediating as well as by responding to time sensitive and complex inquiries from active and retired state and local employees, beneficiaries, employing agencies and the general public. Assistance is also provided by means of conducting retirement education presentations, retirement webinars and simulcasts, monthly employer training, one-on-one retirement counseling for retirement system members and employers, answering retirement and benefit related correspondence and e-mail inquiries from employers, members and beneficiaries, providing final agency decisions and processing Domestic Relation Orders, Affidavits and other legal documentation.

Knowledge

Skills and Abilities

/Management Preferences
* The anticipated hiring rate for this position is up to $67,882, based on available funding and internal equity considerations.
* The Retirement Systems Division is seeking qualified candidates for the Retirement Benefits Education Counselor role. a role centered on c aring about the members. Supporting members, answering their questions, and helping them find resolutions is our top priority! This is a full-time position (40 hours per week) with State Benefits , including health insurance, paid vacation, paid sick time, paid holidays, as well as retirement.

About UsThe Retirement Systems Division administers the statutory retirement and fringe benefit plans as authorized by the General Assembly of North Carolina. These include the following six major retirement plans:
Teachers’ and State Employees’ Retirement System, the Legislative Retirement System, the Local Governmental Employees’ Retirement System, the Consolidated Judicial Retirement System, the Optional Retirement Program, and Firemen’s and Rescue Workers’ Pension Fund.

The Retirement Benefits Education Counselor provides subject matter expertise on retirement benefit matters such as retirement processes, statutory provisions, communicating new policy initiatives and legislation through counseling, researching and mediating as well as by responding to time sensitive and complex inquiries from active and retired state and local employees, beneficiaries, employing agencies and the general public. Assistance is also provided by means of conducting retirement education presentations, retirement webinars and simulcasts, monthly employer training, one-on-one retirement counseling for retirement system members and employers, answering retirement and benefit related correspondence and e-mail inquiries from employers, members and beneficiaries, providing final agency decisions and processing Domestic Relation Orders, Affidavits and other legal documentation.

Duties & Responsibilities Educates, counsels, and advises on the benefit programs, eligibility, options, and provisions to members, their dependents, and other involved parties of their retirement benefits over the phone, through email or in typed-written letter form, virtually through a webinar, by conducting one-on-one counseling appointments, and/or by a retirement education conference.

Assessing situations, explains and applies interpretation of statutes as needed.

Receive and prepare information to respond to subpoenas that may have a variety of purposes, ensuring that proper processes are followed and review is…