Job Title: Retirement Services Coordinator

Reports to:Senior Manager, Employee Benefits & Risk Management
Typical Schedule:245 days/7.5 hours
Bargaining Unit:N/A

 

FLSA:Exempt
Job Code:5167
Salary Schedule:80N

JOB GOAL

Responsible for coordinating activities related to retirement services and performing advanced, specialized, complex duties related to administration of the District’s retirement plans. This includes analyzing work processes and reviewing work related to the administration of the Florida Retirement System, 403(b) voluntary retirement plans and retiree group health plans to ensure accuracy, efficiency, and timeliness.

ESSENTIAL DUTIES & RESPONSIBILITIES

The following statements are intended to describe the general nature and level of work being performed by individuals assigned to this position. These statements are not intended to be construed as an exhaustive list of all duties and responsibilities required of those in this position.

1.     Act as a liaison between FRS and the District to provide assistance to employees regarding retirement services.

2.     Develop and prepare retirement services communications and educational materials for employees/retirees.

3.     Coordinate and provide educational seminars or one-on-one counseling to employees regarding retirement programs.

4.     Respond to participant inquiries regarding plan features/provisions, and coordinate with outside agencies, as necessary.

5.     Determine retirement eligibility and guide employees through the retirement process.

6.     Maintain accurate records to effectively administer the District’s retirement plans and retiree health benefits, including reconciliation of premiums.

7.     Train and mentor other retirement services staff in all aspects of administration, compliance and customer service related to retirement services.

8.     Continually review processes and make recommendation for changes to enhance productivity and add value to the administration of retirement                services.

9.     Coordinate monthly and annual open enrollment for retiree health benefits.

10.   Effectively audit and identify discrepancies in retirement benefit calculations, data, and information.

11.   Serve as a liaison to coordinate workflow and procedures between retirement services and other departments, including financial services,                          information services, school-based personnel and third-party administrators.

12.  Perform other duties as assigned.

MINIMUM REQUIREMENTS

Requirements are representative of minimum levels of knowledge, skills and/or abilities. To perform this job successfully, the incumbent will possess the abilities or aptitudes to perform each duty successfully. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

KNOWLEDGE, SKILLS & ABILITIES

  •         Knowledge of state retirement plans
  •         Basic knowledge of Medicare and Social Security Programs
  •         Basic knowledge of 403(b) retirement saving plans
  •         Working knowledge of and ability to counsel employees regarding retirement benefits, health and life insurance
  •         Ability to work independently and in a team-oriented environment
  •         Operating knowledge of computer programs, including email, word processing, spreadsheets, and databases
  •         Ability to communicate effectively with a variety of audiences, orally and in writing, including electronic media
  •         Ability to organize, prioritize, manage and carry out duties efficiently and within established timeframes
  •         Ability to establish and maintain collaborative working relationships with all stakeholders

EDUCATION, TRAINING & EXPERIENCE

  •          Associate degree or equivalent (2 years of college coursework)
  •          Significant experience with retirement services
  •          Experience counseling employees regarding benefit plans
  •          OR
  •          Any equivalent combination of education and experience which provides the required knowledge, skills, and abilities to perform the essential           duties and responsibilities of the position

CERTIFICATES, LICENSES & REGISTRATIONS

None

PREFERRED QUALIFICATIONS

  •          Bachelor’s degree from an accredited institution.
  •          Knowledge of statutory requirements of retirement plans.

SUPERVISORY RESPONSIBILITY

Direct supervision of assigned personnel. Responsibilities includes planning, assigning and directing work; addressing complaints and resolving problems; training employees, evaluating performance; and assisting with interviewing, testing, and hiring personnel.

PHYSICAL REQUIREMENTS

Sedentary Work: Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently to lift, carry, push, pull or move objects. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met.

PHYSICAL ACTIVITY

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is required to sit, talk and hear; stand and walk; use hands to finger, handle, or feel; reach with hands and arms. The employee occasionally lifts and/or moves up to 25 pounds. Specific vision ability required by this job includes close vision, distance vision, and the ability to adjust focus.

WORKING CONDITIONS

Indoors and Outdoors: The worker is subject to both environmental conditions. Activities occur inside and outside.

MACHINES, TOOLS, EQUIPMENT

  • General office equipment, including personal computers, fax machines, copiers, telephones, etc.

TERMS OF EMPLOYMENT

Salary and benefits shall be paid consistent with the District’s approved compensation plan. Length of the work year and hours of employment shall be established by the District.

Performance of the job will be evaluated in accordance with provisions of the School Board’s policy on evaluation of personnel.

Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.

Pasco County Schools will provide reasonable accommodations to qualified individuals with disabilities to allow them to perform the essential functions of the job when such individuals request an accommodation.

Retirement Services Coordinator;   EST: August 18, 2015;   REV: n/a;   Board Approved: August 18, 2015