Retirement Specialist - Gwinnett Retirement System

Retirement Services Counselor

License and Certification

Qualifications:

Must meet qualifications to become a Notary Public Required Education

Qualifications:

H.S. Diploma or General Education Degree or equivalent Required Bachelor's Degree in related field

Preferred Experience

Qualifications:

4 years experience in a position of trust that enabled the development of the skills required of the position and a strong commitment to customer focus and teamwork Required Public employee retirement and disability benefits programs experience Preferred Skills

Qualifications:

Knowledge of a broad range of local, state, and federal employee retirement programs and services Skills in applying knowledge to assist employees in making retirement-related decisions Ability to interpret a variety of regulations, policies, and instructions furnished in written, oral, diagram, or schedule form Ability to work independently with employees to provide sound practical solutions and advice for a wide range of problems and questions Strong interpersonal and group communications skills Ability to communicate effectively in writing Ability to use computer software including Microsoft Outlook, Microsoft Office, and People Soft applications Ability to maintain and use accurate, auditable data contained in automated systems at an advanced level

Primary Responsibilities:

Responsible for providing retirement counseling to employees as they plan for and transition from active employment to retirement, providing post-retirement communication and support services to Gwinnett County Public Schools (GCPS) retirees and their beneficiaries, and assisting in planning and conducting retirement-related seminars and programs. Provide retirement counseling and educational services. Research and prepare individual and group counseling sessions to meet the needs of new employees, active and former employees, transitioning employees, and retirees and beneficiaries regarding retirement benefits.

Provide accurate information and responses to member problems and questions both orally and in writing. Assist in planning and presenting retirement-related programs for large groups. Prepare periodic written communications pertaining to topics of interest to active members and retirees. Provide information and data processing and maintenance. Ensure all retirement and benefit applications and related documents are accurately completed and submitted in a timely manner.

Maintain accurate hardcopy and electronic retirement-related information files pertaining to GCPS employees and beneficiaries. Utilize output from automated systems to provide accurate and up-to-date information to GCPS employees and beneficiaries regarding present and projected retirement benefits. Assist in auditing employee and beneficiary records for completeness and accuracy. Maintain effective contact with customers, service providers, other GCPS departments, and state and federal benefits providers to ensure responsive customer support and prompt resolution of issue and receipt of benefits.

Facilitate the flow of information and documents to and from the Retirement Services Department customers and external service and benefit providers. Assist in training other office personnel in work procedures as assigned to support retirement services. Maintain professional and technical proficiency Maintain detailed knowledge of GCPS retirement benefits and how they interact with and supplement other benefit plans. Assist others in understanding retirement benefits and making informed retirement decisions.

Stay current on the utilization of technological tools and interact with and support other team members to facilitate more effective and efficient operations. Continuously evaluate and recommend improvements to retirement services and processes. Perform other duties as assigned. Physical Demands:
While performing the duties of this job, the employee is required to stand, walk, negotiate stairs, climb ladders, reach with hands and arms, talk, and hear, manipulate tools and small items with hands, and lift and transport up to 50 pounds over short distances. The employee is required to operate a motor vehicle in performance of duties. Specific vision abilities required by this job include close vision, distance vision, and color vision.

The employee may be subjected to a wide range of ambient temperature and humidity conditions while working on equipment under varying conditions including overhead work and work in confined spaces. Potential hazards of this position include working with electricity, working with heat and noise producing machinery and equipment, working on elevated equipment using ladders or other lifting devices, and use of chemicals and solvents.

Reasonable accommodations will be made for individuals with specific disabilities.