Retirement Counselor 1 (Retirement Plan Specialist): Remote Work

Initial Posting Date: 07/21/2022 Application Deadline: 08/07/2022 Agency: Public Employees Retirement System Salary Range: $3,296 - $4,993 Position Type: Employee Position Title: Retirement Counselor 1 (Retirement Plan Specialist): Remote Work Job Description: Opportunity Awaits, Apply Today! Retirement Counselor 1 (Retirement Plan Specialist): Remote Work The Public Employees Retirement System is recruiting for one (1) Retirement Counselor 1 (Retirement Plan Specialist) position within the Operations Division, Data Services Section. This is a full-time, limited duration position expected to last through June 30, 2023, however it could end at any time. This is a remote working position. This position is currently pending budget approval to be extended through the 2023-2025 biennium. This recruitment will be used to establish a list of qualified applicants to fill the current vacancy and may be used to fill future vacancies as they occur. This position is represented by the Service Employees International Union (SEIU). We serve the people of Oregon by administering public employee benefit trusts to pay the right person, the right benefit, at the right time. Operations Division The Operations Division is responsible for providing accurate information and timely customer services to PERS members, including comprehensive retirement plan information and assistance, issue resolution; providing accurate information and timely services to PERS employers including employer education, reporting assistance, compliance, overdue data, and contribution collection and validation; intake and processing of all benefit applications and stand-alone forms before and after retirement; initiating benefit estimates and processing purchases; determining eligibility for withdrawal; approving and denying disability applications; determining beneficiaries for pre- and post retirement death benefits; reviewing court orders for compliance; calculating, maintaining, and ending all service retirement, disability, divorce, and death benefits for the PERS, OPSRP and IAP retirement programs. Retirement Counselor 1 (Retirement Plan Specialist) The Retirement Counselor 1 (Retirement Plan Specialist) reviews and analyzes member accounts to confirm they coincide with membership and eligibility standards and reconciles data as needed. This position processes member account adjustments in PERS proprietary system while adhering to agency policies, procedures, Oregon Administrative rule (OAR), Oregon Revised Statue (ORS) and federal law. This position answers complex or technical questions for PERS staff, communicates with employers regarding information on reported member account data and counsels as needed on PERS program eligibility. Benefits of Working for the State of Oregon & the Public Employees Retirement System We strive to create an environment that is supportive and encourages work-life balance. Additional benefits include: Work/life balance, 11 paid holidays a year, and a competitive benefits package. Advancement and learning opportunities that will help grow your career with the State of Oregon. Remote work option. What Are We Looking For? Minimum Qualifications One year of experience researching or reconciling accounts AND explaining rules, programs or procedures. OR One year of calculating payment amounts AND explaining rules, programs, or procedures. OR 12 quarter (8 semester) college level credit hours in Accounting, Finance or Business Administration. Candidates who are the most competitive will possess the following skills, background, and areas of experience: Can manage multiple tasks and demonstrates the cognitive and organizational ability to juggle numerous responsibilities at the same time. Demonstrates an ability to produce high volume production with accurate results Utilizes problem solving skills to analyze information, identify discrepancies in data and determine possible solutions. Demonstrates logical analysis and decision making that is supported by documentation and reasoning. Demonstrates an ability to learn, utilize and navigate technical computer systems and software programs. Initiates cooperation with peers to collaboratively apply critical thinking practices. Communicates clearly both verbally and in writing with team members, managers and external stakeholders. ADDITIONAL REQUIRED MATERIALS You must attach to your online application the following: 1) Current resume 2) Cover letter describing why you feel you have the skills, background, and areas of experience for this position (outlined above). How to Apply Current State of Oregon employees - You must apply through your employee Workday account. At the time of application, please attach your resume and cover letter. External Applicants - Please visit the State of Oregon job opportunities webpage to submit your application for the position, which includes your current resume and cover letter. Want to Know More? Let Me Help! Your candidate profile and resume are the perfect place to display your interest in the position and highlight the skills and experience you will bring, making you the best candidate for the position; if you have an online portfolio, this is the perfect spot to include it! If requested, please be sure to attach your cover letter and resume. Applicant submissions are screened for consistency of information and communication skills at the professional level including attention to detail, spelling, grammar, etc. Please visit the Oregon Job Opportunities Webpage for more helpful information regarding the application process, Workday tips and resources, job opportunities across the State, and more! The salary listed is the non-PERS qualifying salary range. If the successful candidate is PERS qualifying, the salary range will reflect the additional 6.95%. Please save a copy of this job announcement for your reference, as it may not be available for you to view after the job closes. If you have questions about the job announcement, or need an alternate format to apply, please contact the Recruiter. Finalists will be subject to a computerized criminal history check. Adverse background data may be grounds for immediate disqualification. Agency does not offer visa sponsorship. Within three days of hire, applicants will be required to complete I-9 documentation and confirm authorization to work in the United States. If your employment authorization and documentation is contingent on sponsorship now or in the future, you will not meet Agency employment eligibility standards. Eligible veterans who meet the qualifications will be given veterans' preference. For further information, please see the following website: Veterans Resources, or call Oregon Department of Veterans' Affairs at: 1-800-692-9666 NOTE: If claiming veterans’ preference please be sure to check your Workday account for pending tasks or actions under your “My Applications” section. Remote work information – Demonstrate access to a broadband internet connection that meets or exceeds the minimum acceptable requirements. Have a private workspace. Maintain good standing (i.e., no performance or attendance issues). Helpful Links & Resources How to Set Job Alerts | Workday Applicant FAQ | What You Need to Know to Get the Job HELPFUL LINKS AND CONTACT INFORMATION Learn more about PERS Learn more about Oregon For additional information you may contact the recruiter by e-mail at vitaly.putintsev@pers.state.or.us or by phone at 503-603-7500. PERS is an Equal Opportunity, Affirmative Action Employer Committed to Workforce Diversity