Retirement Services Representative

Position Summary

The Teachers Retirement Association (TRA) is seeking Retirement Services Representatives to help Minnesota educators and their beneficiaries understand and maximize their retirement benefits. Working within TRA’s Member Services Phone Center, this role provides retirement and pension information through phone, chat, and email communications while performing both routine and complex benefit calculations. Candidates should have strong customer service, communication, mathematical, and problem‑solving skills, along with the ability to explain financial concepts clearly to diverse audiences.

This position offers a meaningful opportunity to support Minnesota educators while enjoying excellent state benefits, professional development opportunities, and a hybrid work environment following initial training.

St. Paul, MN

Full‑Time

$23.98 - $34.69 per hour

• Assist educators and beneficiaries with retirement and pension benefit questions via phone, chat, and email.
• Explain retirement planning options and available TRA benefits.
• Perform routine and complex retirement‑related calculations.
• Interpret and apply retirement laws, regulations, policies, and procedures.
• Provide accurate and timely customer service in a high‑volume service environment.
• Identify issues and recommend process improvements.
• Manage multiple priorities while maintaining attention to detail.
• Participate in training and ongoing professional development.
• Travel occasionally for conferences, meetings, or outreach activities as needed.

• One year of experience in customer service related to employee benefits, government benefits, accounting, payroll, finance, insurance, or a related field.
• Bachelor’s degree in Business, Accounting, Finance, Math, Public Administration, or a related field may substitute for required experience.
• Experience performing calculations and analyzing information.
• Ability to interpret laws, policies, and procedures.
• Ability to explain financial concepts to diverse audiences.
• Strong verbal, written, and interpersonal communication skills.
• Excellent organizational and time‑management abilities.
• Proficiency with Microsoft Word, Excel, Outlook, Cisco Web Ex, or similar software.
• Ability to secure transportation for occasional in‑state travel.

• Experience in a call center environment supporting phone and chat services.
• Experience communicating retirement, pension, or financial concepts.
• Experience providing retirement or pension benefit services.
• Experience working with Minnesota public retirement systems.
• Advanced degree in Business, Accounting, Finance, Math, Public Administration, or a related field.

• Hybrid work schedule after completion of required training.
• Paid vacation, sick leave, and 12 paid holidays annually.
• Low‑cost medical, dental, vision, and prescription coverage.
• State pension plan.
• Employer‑paid life insurance.
• Short‑term and long‑term disability coverage.
• Flexible spending and dependent care accounts.
• Paid parental leave.
• Professional development and training opportunities.
• Public Service Loan Forgiveness eligibility for qualifying employees.
• Employee Assistance Program (EAP).
• Free ramp parking at the St. Paul office.

The Teachers Retirement Association has served Minnesota educators for decades by administering retirement benefits and helping members achieve financial security in retirement. TRA is committed to exceptional service, professional development, workplace flexibility, and supporting the long‑term success of Minnesota’s educational community.