City of Tucson

Works directly with the retirement division analyst to document and prepare/review final retirement calculations for eligible members electing to retire from City employment.

Meets regular deadlines for setting up benefit payments for members that have retired, and reviews member contribution refunds processed.

Conducts retirement interviews with members considering their personal retirement plans and responds to members asking for retirement planning information or an estimate of their monthly retirement benefit at retirement.

Calculates death benefit payments when a member dies and calculates adjustments for member and continuing survivor payments.

Prepares semi-annual reconciliations of member and employer contributions received and service purchases, assisting the Plan Administrator with researching transaction details for any requested information.

Ensures that retirement office work conforms to the plan document and any local, state or federal governmental regulations that apply.

Assists the Plan Administrator with special analysis projects, actuarial data submissions, preparing Plan Financial Statements, and other tasks as needed.

Presents information at Public Speaking engagements at new employee orientations, pre-retirement planning seminars or other public forums.

Provides support for the City's Defined Contribution Plans.

Minimum Education Level & Type: Bachelor's Degree

Minimum Experience Qualifications: At least 3 years of professional experience in practical or analytical work related to one or more of the following: Defined Benefit Pension Administration Systems, Employee Benefits Programs, Accounting or Accounting Systems, Payroll Systems, Account Reconciliations, Financial Statements or other related fiscal area

FLSA Status: Exempt

Occupational Group Code: 98

Occupational Group Description: Pension

EEO Job Category Code: B

EEO Job Category Description: Professionals

Organizational Level: Lead

NCCI: 8810

Bargaining Unit: No Representation

The following information pertains to driving requirements for this classification with the City of Tucson. Under "Driving Level" None, Secondary or Primary, refers to the driving responsibility as it relates to the essential functions of the classification. License Type, is just that, the type of Arizona Driving License required for the classification. If the position requires a Commercial Drivers License (CDL), the endorsements will be listed under "Endorsements." Under Safety Sensitive a "Yes" means employees with this classification are subject to pre-employment and random drug testing. License Type A,B,C,D,or M may require the use of personal or City vehicles on City business. Individuals must be physically capable of operating the vehicles safely, possess a valid license and have an acceptable driving record. Use of a personal vehicle for City business will be prohibited if the employee is not authorized to drive a City vehicle or if the employee does not have personal insurance coverage. Exceptions to classification driving requirement's may exist based on position.

Driving Level: Secondary

License Type: Valid and Unrestricted Class D - Driver

CDL Endorsements: None

Safety Sensitive: No