Fiscal Assistant

Fiscal Assistant

The Pennsylvania State Employees' Retirement System (SERS) is seeking a friendly, detailed oriented person to join our Benefits Determination Division team. If you enjoy working with numbers and derive satisfaction from assisting others, this may be the job for you! Read on for more details.

This Fiscal Assistant position researches member account and payment data; enters and updates member and ledger data in the computer system; communicates with members, external organizations, and other SERS program areas regarding the issuance, redeposit, or stoppage of member payments/checks, as well as the verification of member data; and reviews various reports and initiates actions to stop, reissue, or redeposit payments and checks based on report data.

Key responsibilities as a Fiscal Assistant include:

• Payment Reconciliation: Review reports, compare payment data, and identify issues that require follow-up
• Record Updating: Post changes to member accounts, stop payments, and correct discrepancies
• Member Support: Respond to inquiries about checks, direct deposits, tax forms, and account updates
• Issue Resolution: Investigate returned or missing payments and coordinate next steps with Treasury staff
• Tax Form Assistance: Assist with the preparation, review, and reconciliation of IRS 1099-R reports

About SERS:
Established in 1923, SERS is one of the nation's oldest retirement plans for public employees and manages the pension benefits of more than 246,000 employees and retirees for 96 public sector employers. In 2025, SERS paid more than $4.0 billion in benefits and managed nearly $50 billion in assets. SERS is an equal opportunity employer and welcomes all qualified individuals to our team.

We are committed to an inclusive and respectful work environment that fosters personal and professional growth, embraces the contributions of all team members, and leverages diversity in people, ideas, and experiences to achieve our highest potential.

Work Schedule and Additional Information:

• Full-time employment, 37.5-hour work week, Monday through Friday.
• Work hours are 8:00 AM - 4:30 PM with a one-hour unpaid meal period
• Telework: After a six-month training period, you may have the opportunity to work from home part-time (hybrid telework schedule), up to three days per week, depending on operational needs and progress in learning assigned tasks. In order to telework, you must have a securely configured high-speed internet connection and work from an approved location inside Pennsylvania. If you are unable to telework, you must work on-site at the work location specified in this job posting.
  
  Telework arrangements are subject to change. Additional details may be provided during the interview.
• Salary: In some cases, the starting salary may be non-negotiable.
• You will receive further communication regarding this position via email. Check your email, including spam/junk folders, for these notices.

Minimum Experience and Training Requirements:

• Two years of experience performing bookkeeping or clerical accounting work; or
• An associate degree in accounting or business administration including or supplemented by six credits in accounting; or
• Any equivalent combination of experience and training.
• Applicants will be considered to have met the educational requirements once they are within 3 months of graduating with a qualifying degree/credit.

Other Requirements:

• You must meet the PA residency requirement. For more information on ways to meet PA residency requirements, follow the link and click on Residency Guidelines.
• You must be able to perform essential job functions.

Legal Requirement:

• You must pass a background investigation.

How to Apply:

• Resumes, cover letters, and similar documents will not be reviewed, and the information contained therein will not be considered for the purposes of determining your eligibility for the position. Information to support your eligibility for the position must be provided on the application (i.e., relevant, detailed experience/education).
• If you are claiming education in your answers to the supplemental application questions, you must attach a copy of your college transcripts for your claim to be…