PURPOSE OF JOB CLASS (NATURE OF WORK)
In the Office of the State Comptroller, Retirement Services Division and the Teachers' Retirement Board this class is accountable for performing the most complex tasks related to retirement examinations.
Works under the limited supervision of an employee of higher grade.
Leads Retirement Examiners and other staff as assigned.
EXAMPLES OF DUTIES
Performs the most complex duties related to retirement examinations with emphasis on most complex retirement cases; oversees and coordinates work of employees performing audits of retirement applications as to eligibility for retirement benefit and computations of benefits; ensures accuracy of retirement benefit calculations; reviews execution of audit procedures and reviews exceptions noted; attends meetings with payroll and personnel representatives of state departments or local school districts regarding audit items; advises and instructs appropriate plan members and/or personnel within state departments or local school districts on retirement matters; reconstructs entire period of member service to determine creditable service to benefits; ensures legality of various types of purchases for retirement credit; operates office equipment including computer terminals; trains new Retirement Examiners to prepare pension computations and perform retirement audits; provides information to Auditors of Public Accounts when necessary; performs related duties as required.
KNOWLEDGE, SKILL AND ABILITY
Considerable knowledge of payroll principles, practices and procedures; considerable knowledge of retirement audit procedures; interpersonal skills; oral and written communication skills; considerable skill in performing arithmetical computations; skill in utilizing statistical and actuarial tables in computing retirement benefits; considerable ability to read, understand and apply laws, contracts and regulations governing payroll and retirement procedures; ability to operate office equipment including personal computers or other electronic equipment; ability to operate office suite software.
MINIMUM QUALIFICATIONS - GENERAL EXPERIENCE
Five (5) years of experience in highly complex clerical work involving bookkeeping, accounts payable, accounts examining or finance.
MINIMUM QUALIFICATIONS - SPECIAL EXPERIENCE
One (1) year of the General Experience must have included examining retirement accounts and preparing pension computations. For state employees this is interpreted at the level of Retirement Examiner.
MINIMUM QUALIFICATIONS - SUBSTITUTIONS ALLOWED
1. College training may be substituted for the General Experience on the basis of fifteen (15) semester hours equalling one-half (1/2) year of experience to a maximum of four (4) years for a Bachelor's degree.
2. One (1) year as a Retirement Examiner may be substituted for the General and Special Experience.
JOB CLASS DESIGNATION
(07)-ADMN CLERICAL (NP-3)
This replaces the existing specification for the class of Associate Retirement Examiner in Salary
Group CL 19 approved effective May 26, 2021 (Revised to expand class use to the Office of the
State Comptroller, Retirement Services Division) Item No. 21-068