Job Title: Retirement Services Representative

Reports to:Retirement Services Coordinator
Typical Schedule:245 days/7.5 hours
Bargaining Unit:N/A

 

FLSA:Non-Exempt
Job Code:TBD
Salary Schedule:70N

JOB GOAL

Under general supervision, responsible for performing specialized, complex duties related to the administration of the District’s retirement plans. This includes assisting employees regarding available retirement options, including 403(b) voluntary retirement plans, retiree group health plans, and retirement plans available through the Florida Retirement System (FRS).

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 assist employees regarding retirement services.

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

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

 4.     Provide retirement counseling one-to-one and/or facilitate group sessions.

 5.     Respond to participants’ inquiries and coordinate with outside agencies to provide information as necessary.

 6.     Accurately set up, maintain, and audit retiree benefit and retirement plan records; and maintain related system information as necessary to ensure             proper administration of retirement plans and retiree health benefits.

 7.     Assist with resolution of benefit or retirement plan related issues.

 8.     Provide input and assist with creation, modification, and implementation of retirement services processes to improve department efficiency and                 better serve stakeholder needs.

 9.     Coordinate the workflow and procedures between retirement services and other departments including third party administrators.

10.    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

  •          Substantial knowledge of state and 403(b) retirement plans
  •          Basic knowledge of Medicare and social security programs
  •          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’s degree or equivalent (2 years of college coursework)
  •          2 years of related experience
  •         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 or equivalent
  •          3 years of related experience

SUPERVISORY RESPONSIBILITY

None

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 Representative;   EST: March 5, 2019;   REV: n/a;   Board Approved: March 5, 2019