PENSION ASSISTANT

Recruitment #1908-0882-001

Introduction

The Tucson Supplemental Retirement System is seeking a Pension Assistant to perform paraprofessional duties for the daily activities of the Retirement Division which resides in our Human Resources Department.  The successful candidate will be a motivated, dependable, and organized individual with impeccable customer service and interpersonal skills.

General Description

This position plays a key role in the Pension Benefits Division which administers the City’s defined benefit pension and defined contribution retirement plans.  The successful candidate will be responsible for the following activities and other duties as assigned:

  • Independently determine eligibility for normal and deferred member retirement applications. This includes calculating a variety of needed information such as final average monthly compensation, service hours, benefit calculations and service purchases.  Once the calculation is performed the analyst will update all appropriate records and legal forms used for retirements.
  • Conduct one-to-one consultation with members planning for retirement.  This includes presenting the member with information and explaining how the member’s current decision will impact their retirement.
  • Conduct one-to-one consultation with members planning for service purchase/transfer.  This includes presenting the member with information on what service purchase programs they are eligible for and explaining how the purchase may affect the member’s retirement.
  • Review source data for accuracy, reconcile  member and employer pension contributions for active members in the GRS pension management system as well as the city’s deferred compensation systems.
  • Perform data entry tasks needed to maintain accuracy of GRS pension management system and HRM payroll records.
  • Assist with Tucson Supplemental Retirement System Board meetings, and the Deferred Compensation Board meetings.

Essential Functions

Perform data entry tasks in various systems to update member data in the GRS pension management system as well as the HRM payroll system.  Ensure Court ordered division of payments is complete and accurate. Create new retiree appointments in HRM (as necessary), updating all parameters for deductions and withholdings, and update payroll records to ensure accuracy of the taxable and nontaxable retirement payments.

Determine Eligibility, options, and benefit amount for normal and deferred retiree applicants by accumulating data from electronic and physical files to develop an accurate determination of benefits.

Determine options available to members or beneficiaries for refunds, rollovers, or death benefit options. Collect and review data to determine which options are available to an individual who is separating from service prior to retiring.  Present this information to the separating individual and explain in plain language the options available and the impacts to the individual of the option. Prepare the appropriate forms and documentation required and assist them in completing the paperwork.

Determine eligibility, options, and costs and benefit amounts for service purchases and service transfers.  Accumulate data from electronic and physical files to develop an accurate determination of eligibility and prepare an accurate estimate of cost.

Perform data entry, reconciliations of dollar amounts, data file adjustments, upload data files, confirm and complete adjustments to treasury. Identify and implement appropriate solutions with errors. Update contributions for employees opting to participate in TSRS, enter employee membership pertinent information that may need to be included in reconciliation to payroll and deferred compensation uploads.

Maintains domestic relations order file by performing data entry and follow up to ensure the DRO is determined to be qualified by the TSRS attorney and TSRS administrator. Provide support to the Administrator for TSRS board meetings.  This may include preparing draft agenda materials, distributing the materials, preparing a legal action report, and preparing a first draft of minutes of meetings.

Minimum Qualifications

Minimum Education Level & Type: Associate's Degree

Minimum Experience Qualifications: At least two (2) years’ experience in an administrative function in the area of Finance, Accounting, Payroll, Human Resources, Retirement/Pension, Benefits, law or related field.  

Education substitution will be as follows: One year of relevant experience may be substituted for each year of required education.

Selection Plan

Applicants who meet the minimum qualifications will be evaluated on the education and work experience in their employment profile, the information provided in their resumes and the responses to their supplemental questions. The highest scoring applicants will then be invited to participate in an Oral Board Interview. 

Oral Board Interviews will be held September 11, 2019

Upon completion of all examination processes, the highest scoring applicants will be placed on the Civil Service Employment List.  An applicant's ranking on the Civil Service list will be based on their final score which will be calculated as:

  • 30% of your rating for education and work experience
  • 70% of your oral board interview

This recruitment will establish a civil service list that will be utilized to fill vacancies occurring within the next 6 months.

Veterans, Native American, or Disability preference points will be added to the final score for those that are placed on the Civil Service Employment List.  If you qualify for preference points as outlined in the Employment Profile, you must present your documentation at the time of your interview.  The DD 214 must be a copy that indicates characterization of service.   If you are in need of Americans with Disabilities Act-related accommodation during the testing process, please call Erin Gallego  at 520-837-4167 at least 48 hours prior to the evaluation.

Conclusion

Communications throughout this process will be sent via email exclusively so please ensure your browser accepts emails from jobs@tucsonaz.gov and check your email account regularly; this may include your junk box/spam filter. Failure to respond or follow instructions will result in disqualification.

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To ensure accurate payroll information for tax purposes, the successful candidate will need to provide their original Social Security Card or original letter from the Social Security Administration with their social security number prior to beginning work with the City of Tucson.

The City of Tucson hires lawful workers only - US citizens or nationals and non-citizens with valid work authorization - without discrimination. Federal immigration laws require all employers to verify both the identity and employment eligibility of all persons hired to work in the United States. In its efforts to meet the law's requirements, the City of Tucson participates in the E-Verify program established by the Department of Homeland Security (DHS) and the Social Security Administration (SSA) to aid employers in verifying the eligibility of workers.

Retired City of Tucson employees receiving benefits from the Tucson Supplemental Retirement System who are considering reemployment with the City should be aware that pursuant to Section 22-37(g) of the Tucson City Code, retirement benefits shall be suspended during the period of reemployment with the City of Tucson unless you have been separated at least twelve consecutive months before returning to work AND you return to a non-permanent employment classification. Creditable service does not accrue during any reemployment period.