Retirement Specialist - Refunds Team

Overview

The work we do matters! Hiring Agency Retirement Systems - Agency 85.

Location:

Lincoln, NE. Job Posting: JR Retirement Specialist I - Refunds Team (Open).

Applications No Longer Accepted On (If no date is displayed, job is posted as open until closed).

Job Description:

Would you like the opportunity to join a small team of great communicators, and even better collaborators, serving public employees across the state of Nebraska? If so, you may have found your new home at the Nebraska Public Employees Retirement Systems (NPERS), as a Retirement Specialist I, on our four person Refunds Team.

Under general supervision, this Retirement Specialist I position processes distributions, including refunds, and calculates annuity benefits, according to the Nebraska Retirement Statutes; functions collaboratively to problem-solve with their team and manager; works closely with our records keeper and their software system; prepares written correspondence to members and reporting agents; and performs related work as assigned.

Work schedule:

M-F, 8-5. Hiring rate: $17.716 per hour.

Process retirement plan distributions. This includes:

• Process regular retirements in the State and County plans, including validating applications, calculating, and auditing benefit calculations.
• Enter and audit distributions for the Deferred Compensation Plan (DCP).
• Enter and audit refunds for all retirement plans.
• Respond to and request information from plan members and employer reporting agents via written and verbal communication.
• Verify service credit and salary information utilizing multiple software systems.

• Calculate purchase of service and military service.
• Prepare QDROs, by splitting accounts and calculating estimates for the member and the alternate payee.
• Prepare necessary information for Board review on applicants seeking Disability retirement.
• Respond to member inquiries regarding plan laws, agency policies and procedures, and pending legislation for the Public Employees Retirement Systems.
• Explain the workflow processes for members and reporting agents.
• Disseminate tax information and respond to additional questions from members.
• Process member requests for information and other miscellaneous requests.
• Additional duties related to retirement processes may be assigned.

Minimum Qualifications: One or more years of coursework, training and/or experience in office support/secretarial support functions including typing duties and one years experience as a Retirement Specialist Trainee or working in a similar capacity calculating benefits and providing customer service to benefit recipients about retirement plan guidelines.

Preferred Qualifications: Experience processing retirement plan refunds, annuities, and/or other retirement distributions. Experience composing and conducting business correspondence and communications.

• Possess good reasoning skills
• Knowledge and/or experience with Microsoft Office Suite products (Word & Excel)
• Knowledge of general math and enjoy working with numbers
• Ability to perform math calculations
• Ability to communicate effectively
• Ability to have regular attendance and punctuality
• Ability to interact with persons of varying degrees of understanding, regarding the retirement plan(s)
• Ability to interact for extended periods of time using empathy, tact, and courtesy, when communicating with members, co-workers, and the public, in person and over the phone
• Ability to maintain positive internal and external relationships

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We offer a comprehensive package of pay, benefits, paid time off, retirement and professional development opportunities to help you get the most out of your career and life. Your paycheck is just part of your total compensation.

Check out all that the State of Nebraska has to offer! Benefit eligibility may vary by position, agency and employment status. For more information on benefits, please visit: #benefits

The State of Nebraska values our teammates as well as a supportive environment that strives to promote diversity, inclusion, and belonging. We recruit, hire, train, and promote in all job classifications and at all levels without regard to race, color, religion, sex, age, national origin, disability, marital status or genetics.