Retirement Planning Consultant

Recruitment #220518-UNCA-01

Introduction

Logo for TRS

   

RETIREMENT PLANNING CONSULTANT
At Will Position
Recruitment Notice: #2022-005
FLSA Status: Nonexempt
Salary Range: $42,000 - $50,374

The Teachers’ Retirement System of Oklahoma (TRS) is seeking to fill a Retirement Planning Consultant position. This is a full-time state employee position the Civil Service and Human Capital Modernization Rules
.

TRS offers a comprehensive benefits package, including:
• Generous benefit allowance to offset the cost of medical, dental, and life insurance premiums for employees and their eligible dependents (disability insurance available for employees only);
• Defined benefit retirement plan (Employer pays all contributions on behalf of employees);
• Deferred compensation plan (Employer pays a $25 match and employees can contribute up to IRS limits);
• 3 weeks paid annual and 3 weeks paid sick leave in the first year;
• 11 paid holidays annually; and
• 
Annual longevity payment after two years of service.

JOB DESCRIPTION:
The Retirement Planning Consultant for the Information Center works under the administrative direction of the Member Services Manager for the Information Center. The following list includes the essential duties of this position but is neither all-inclusive nor restrictive. Assigned duties will be modified based on operational needs.:
• Provide customer service, information and assistance relating to pension account benefits. This includes handling telephone calls, walk-ins, emails, voicemails, and correspondence from active clients, retirees, employers, lawyers, legislators and the general public.
• Identify client needs, use the information database, answer general and semi-complex questions, and transfer calls when necessary. Protect client confidentiality by withholding information when warranted. Assist clients with client portal accounts. Greet and route visitors. Schedule appointments. Collect client information to be used by other staff.
• Maintain current knowledge of benefit, legislative and administrative changes.
• Prepare basic to semi-complex estimates and consult with visitors, as assigned.
• Develop informational materials. Participate in regional seminars.
• Mentor other employees as requested.

GENERAL / ORGANIZATIONAL COMPETENCIES:
• Quality/Compliance: achieving a standard of excellence with work processes and outcomes, while complying with policies, practices and all regulatory requirements.
• Client Focus: striving for high client satisfaction; being helpful and pleasant; making it as easy as possible on the client rather than the agency.
• Communication: balancing listening and talking; speaking and writing clearly, effectively and accurately; influencing others; keeping others informed.
• Team Player: being cooperative, helpful, respectful, approachable, and team oriented; building strong working relationships and a positive work environment.
• Initiative: taking ownership of work; doing what is needed without being asked; following through.
• Efficiency: planning ahead; managing time well; being on time; thinking of better ways to do things and improving day-to-day operations.
• Coachability: being receptive to feedback; willing to learn; embracing continuous improvement.
• Integrity and Ethics: demonstrating integrity and a high degree of ethics.

PHYSICAL DEMANDS:
While performing the duties assigned, the employee is required to use hands to finger, handle or feel, and to talk or hear. The employee is frequently required to walk, sit and reach with hands and arms. The employee is occasionally required to stand. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and distance vision. Valid driver’s license and travel required.

 

 

 

 

MINIMUM QUALIFICATIONS

QUALIFICATIONS AND EXPERIENCE:
Two or more years of experience in customer service or a call center, technical bookkeeping, accounting, auditing, claims adjusting, eligibility determination or reviewing and analyzing requests for determination of retirement benefits or other related benefits; or an equivalent combination of education and experience, substituting 30 semester hours of college for each year of required experience. (If no college, 2 years qualifying experience).

Knowledge of and skills in:
• Excellent customer service and communication skills.
• Skill in arithmetic reasoning and able to perform basic to semi-complex calculations.
• Knowledge of current computer software, office systems and equipment.
• Knowledge of clerical accounting methods, procedures and terminology.
• Knowledge of state laws, guidelines, rules and regulations relating to retirement system procedures and methods.
• Familiarity with laws, rules, regulations, legal opinions and established written procedures.
• Ability to follow basic to semi-complex oral and written instructions in detail and with accuracy.
• Ability to apply policies and procedures to general problems.
• Ability to determine when specific laws should be applied to certain types of benefits.
• Ability to analyze appropriate records, determine authorized benefits, and counsel clients regarding various issues.
• Ability to prepare, understand and interpret written materials.
• Familiarity with the principles and practices of cross training, coaching, mentoring and transferring knowledge of benefit calculations to other staff members.
• Ability to apply policies and procedures to complex problems based on laws, rules and regulations.
• Ability to consistently cooperate and adapt for successful completion of tasks and projects.

PREFERRED QUALIFICATIONS: Preference may be given to individuals with business accounting experience, with experience in understanding and applying laws and rules, and who are fluent in Spanish.