Retirement Systems Information Representative​/Trainee; NY HELPS

Retirement Systems Information Representative 1/Trainee (NY HELPS)

and the job listing Expires on February 16, 2026

Apply by:
All applications must be submitted by 5:00 pm on Sunday, February 15, 2026. Applications received after 5:00 pm will not be considered.

Note:
Sponsorship is not available for this position. Applicants must hold unrestricted work authorization. NYSTRS is unable to sponsor or assume sponsorship of an employment visa for this position now or in the future.

Retirement Systems Information Representative 1/Trainees communicate benefits-related information to NYSTRS members and, by doing so, help ensure that members have all the information they need to make educated decisions about their benefits and retirement plans.

The position of Retirement Systems Information Representative 1/Trainee is a two-year traineeship leading to a salary grade 18. The first year of the traineeship is equated to a grade 14. The second year of the traineeship is equated to a grade 16.

The department is seeking to fill five (5) vacancies.

• This title is part of the New York Hiring for Emergency Limited Placement Statewide Program (NY HELPS).
• For the duration of the NY HELPS Program, this title may be filled via a non-competitive appointment, which means no examination is required but all candidates must meet the minimum qualifications, and any specialized requirements, of the title for which they apply.
• At a future date (within one year of permanent appointment), it is expected employees hired under NY HELPS will have their non-competitive employment status converted to competitive status, without having to compete in an examination.

EITHER:
1) Reachable on the Civil Service eligible list;
OR
2) Eligible for reassignment by virtue of having permanent competitive service as a Retirement Systems Information Representative 1 (SG-18);
OR
3) Eligible for transfer under the provisions of the Civil Service Law by virtue of having one year of permanent competitive service in an appropriate title.

To be appointed via the NY HELPS program, you must meet the following requirements:

• Retirement Systems Information Representative Trainee 1 (Grade 14): Four years of experience conducting retirement planning consultations with members; developing informational materials; participating in or conducting seminars; and responding to inquiries from employers and active or retired members.
• Retirement Systems Information Representative Trainee 2 (Grade 16): Five years of experience conducting retirement planning consultations with members; developing informational materials; participating in or conducting seminars; and responding to inquiries from employers and active or retired members.
• Retirement Systems Information Representative 1 (Grade 18): Six years of experience conducting retirement planning consultations with members; developing informational materials; participating in or conducting seminars; and responding to inquiries from employers and active or retired members.

Substitutions: An associate degree may substitute for two years of experience; a bachelor’s degree may substitute for four years of experience; a master’s degree may substitute for five years of experience; and a doctorate may substitute for six years of experience.

• Commitment to providing exceptional customer service
• Excellent interpersonal skills
• Strong analytical skills including benefits calculations
• Ability to exercise good situational judgement, flexibility, and tactfulness in interactions with internal and external customers
• Customer service experience, preferably in a contact center
• Experience presenting to groups
• Experience using PowerPoint to create and deliver presentations

• Currently we have a hybrid work schedule which may be subject to change in the future.
• Selected candidates are required to be in-person for the first 90 days of employment.
• A valid driver’s license is required
• Some travel is required (The first year of the traineeship will be in-office; the second year of the traineeship there will be minimal travel and in year three and beyond, travel is…