Retirement Analyst, TRB

Commonwealth of Massachusetts • Charlestown, MA

1d • Onsite

About The Position

The Massachusetts Teachers’ Retirement System (MTRS) is the pension plan for the Commonwealth’s public school educators. The plan provides retirement, disability, and survivor benefits to more than 71,000 recipients and maintains and services retirement accounts for over 102,000 active members and 35,000 inactive members.
Our agency mission is to ensure that members of the MTRS achieve and maintain a successful and secure retirement through responsible benefits administration, financial integrity and the provision of outstanding services.
GENERAL STATEMENT OF DUTIES
Under the general supervision of the Director(s) and Assistant Director(s) of Member Services (Charlestown office), the Retirement Analyst assists members of the MTRS by:
Calculating and processing service purchase applications.
Responding professionally to a variety of written, telephone, and in-person inquiries from members, employers and other constituents in assigned parameters.
Assisting members with creditable service estimates, benefit estimates and other retirement planning needs.
Assisting members at educational seminars both on site and off site, as needed.
Performing calculations, specialized services, and administrative functions to ensure efficient workflow, as needed.
Acquiring knowledge of Chapter 32, state and federal regulations, and case law, on a continuing basis, as it relates to the work of the unit.
Providing assistance to active members, retirees, and survivors, as needed.
Participating fully in all agency projects, meetings and training programs, as assigned.

Requirements

• Excellent mathematical and analytical skills.
• Must be detail oriented, organized and accurate.
• Desire to work in an environment committed to teamwork and quality service.
• Ability to communicate effectively and professionally both orally and in writing.
• Ability to interpret and apply retirement laws and regulations.
• Ability to follow instructions and function both independently and as a member of a team.
• Ability to maintain harmonious relationships with the membership, employers, other members of the public and MTRS staff.
• Must be flexible and able to handle a multitude of tasks.
• Proficiency with Microsoft Office Suite.
• Proficiency with database applications.
• A reliable means of transportation in the event of work-related travel.

Responsibilities

• Calculating and processing service purchase applications.
• Responding professionally to a variety of written, telephone, and in-person inquiries from members, employers and other constituents in assigned parameters.
• Assisting members with creditable service estimates, benefit estimates and other retirement planning needs.
• Assisting members at educational seminars both on site and off site, as needed.
• Performing calculations, specialized services, and administrative functions to ensure efficient workflow, as needed.
• Acquiring knowledge of Chapter 32, state and federal regulations, and case law, on a continuing basis, as it relates to the work of the unit.
• Providing assistance to active members, retirees, and survivors, as needed.
• Participating fully in all agency projects, meetings and training programs, as assigned.

Benefits

• Comprehensive Benefits
• When you embark on a career with the Commonwealth, you are offered an outstanding suite of employee benefits that add to the overall value of your compensation package. We take pride in providing a work experience that supports you, your loved ones, and your future.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees