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Retirement System Coordinator

The Retirement System Coordinator is responsible for administering and streamlining the processes associated with a retirement benefits system. This role ensures that retirement applications are processed efficiently, benefits are computed accurately, and all activities comply with regulatory and organizational policies. In addition, the coordinator serves as a primary point of contact for employees and retirees, providing guidance, processing inquiries, and facilitating communication between internal personnel and external agencies. This position is key to maintaining the integrity and reliability of the retirement system while supporting the overall mission of delivering exceptional benefits services.

Class Code:

PRE04P

Job Grade:

SGS07

Special Job Requirements:

Typical Functions:

Oversee daily operations of the retirement system, including the processing of retirement applications and benefits computations. Maintain, update, and secure comprehensive records and databases ensuring accuracy and confidentiality. Respond to inquiries from employees and retirees via telephone, email, or in-person, providing clear explanations on retirement options, eligibility criteria, and required documentation. Coordinate and participate in pre-retirement seminars or informational workshops to educate participants about available benefits and retirement planning procedures. Act as a liaison between human resources, benefits administrators, payroll personnel, and external agencies (e.g., government or third-party benefits providers) to ensure that all retirement-related processes are cohesive and compliant. Assist in preparing correspondence, reports, and presentations related to retirement program performance and compliance. Apply current federal, state, and program-specific laws and regulations to ensure all processes adhere to required standards. Identify opportunities for procedural enhancements and implement process improvements to enhance service delivery and operational efficiency. Review employee work history, salary records, and other pertinent data to accurately calculate retirement benefits. Address and resolve discrepancies or errors in benefit computations in a timely fashion.

Knowledge, Abilities, and Skills:

Strong verbal and written communication skills to clearly explain complex retirement information and policies. A service-driven approach with the ability to work compassionately and confidentially with varied client populations. High attention to detail for accurate data verification and benefits computation; proficient in identifying and resolving discrepancies. Proficiency with standard office applications (e.g., Microsoft Office Suite) and aptitude in learning specialized benefits or retirement management software.

Minimum Qualifications:

Bachelor’s degree in Business Administration, Public Administration, Finance, Economics, Accounting, or a related field. Minimum of 4 years of progressively responsible experience in retirement systems administration, benefits management, or a related benefits 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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