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Retirement Counselor I

The Retirement Counselor I is responsible for providing initial consultative services to active and future retirees. This role involves assisting individuals in understanding their retirement benefit options, eligibility requirements, and the processes to access benefits. The counselor serves as a knowledgeable resource, interpreting retirement policies, explaining benefit computations, and guiding clients through administrative procedures. Designed for early-career professionals, the role provides a solid foundation in retirement benefits administration while offering opportunities for professional development and growth.

Class Code:

PRE01P

Job Grade:

SGS05

Special Job Requirements:

Typical Functions:

Conduct one-on-one counseling sessions to explain retirement benefits, eligibility criteria, and the steps involved in processing retirement claims. Provide clear explanations of various retirement programs, including service retirement, disability retirement, survivor benefits, and related options. Organize and participate in group seminars or workshops aimed at educating employees about retirement planning and benefit updates. Distribute informational materials and assist with answering inquiries regarding retirement procedures. Assist in gathering and reviewing personnel data, such as length of service and benefit entitlements, to help compute accurate retirement estimates. Maintain comprehensive and accurate records of counseling sessions, client interactions, and related documentation in compliance with regulatory requirements. Learn and apply applicable federal, state, and program-specific retirement laws and regulations in daily tasks. Ensure that client guidance and administrative procedures meet all relevant policies and adherence standards. Work closely with senior counselors, human resources, and benefits administrators to resolve queries and enhance the overall retiree services process. Participate in ongoing training sessions to update knowledge regarding changing regulations and emerging best practices in retirement benefits administration.

Knowledge, Abilities, and Skills:

Excellent verbal and written communication skills are essential for explaining complex retirement information clearly and professionally. A customer service orientation with a friendly, empathetic, and professional demeanor when interacting with members and beneficiaries. Strong attention to detail for reviewing personnel records, benefit computations, and maintaining accurate documentation. Proficiency with standard office software (e.g., Microsoft Office) and a willingness to learn specialized retirement management systems. Eagerness to quickly learn retirement policies and practices, as well as stay updated on changes in the regulatory environment affecting retirement benefits.

Minimum Qualifications:

Bachelor’s degree in Public Administration, Business Administration, Finance, Economics, or a related field. Satisfaction of the minimum qualifications, including years of experience and service, does not entitle employees to automatic progression within the job series. Promotion to the next classification level is at the discretion of the department and the Office of Personnel Management, taking into consideration the employee’s demonstrated skills, competencies, performance, workload responsibilities, and organizational needs.

Required Certificates:

N/A OTHER JOB RELATED EDUCATION AND/OR EXPERIENCE MAY BE SUBSTITUTED FOR ALL OR PART OF THESE BASIC REQUIREMENTS, EXCEPT FOR CERTIFICATION OR LICENSURE REQUIREMENTS, UPON APPROVAL OF THE QUALIFICATIONS REVIEW COMMITTEE.

Exempt:

N
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