Retirement Technical Specialist I

Fairfax County Public Schools•Fairview Park, OH

1d•Onsite

About The Position

Supports the administration of the retirement function for the Educational Employees Supplementary Retirement System of Fairfax County (ERFC) office; researches and provides specialized information regarding all ERFC retirement plans to retirement members; serves as a call center specialist to address immediate needs; executes tasks required to support retirement benefit eligibility, calculate payment estimates, and provide information on available benefit options; collaborates with members, within ERFC, and with the FCPS benefits team to gather information; participates in open houses and school visit initiatives.

Requirements

Any combination of education and experience equivalent to graduation from high school or possession of a General Equivalency Diploma (GED) certificate.
Two (2) years of experience in business administration, customer services, and/or employee support operations.
Advanced degree(s) beyond the minimum degree requirement in a relevant field may be considered for some experience.
Knowledge of practices, procedures, and policies of the assigned office.
Familiarity with local, state, and federal laws.
Proficiency in the use of technology.
Ability to contribute to an organizational culture of client-centered service.
Ability to adhere to policy, process, and procedure.
Ability to deal quickly and accurately with quantitative information and verify correctness of actions.
Ability to work independently.
Ability to establish and maintain successful collaborative working relationships with diverse employees, retirees, and staff.
Ability to communicate effectively, both orally and in writing.

Nice To Haves

Bachelor's degree in business administration, human resources, or benefits-related field.
Experience in retirement administration.

Responsibilities

Performs a variety of specialized operational, administrative, and technical tasks for ERFC employee and retiree retirement plans.
Processes transactions in compliance with local, state, and federal regulations, policies, and mandates.
Applies retirement process, procedures, and requirements.
Serves as a retirement call center specialist and responds to immediate needs.
Researches and analyzes personnel data to determine eligibility or provide information about retirement benefit requirements.
Calculates retirement estimates based on review of personnel records, evaluation of service time, purchase of service considerations, and salary data.
Participates in virtual and in-person question sessions to provide services to ERFC members.
Works collaboratively within the ERFC team to address retirement needs.
Reviews applications required by retirement plans, ensuring the completion of all documentation.
Confirms applicable payroll information including associated tax withholding, deductions, and rollover information.
Participates in human resources benefits open houses and attends school/center visits to answer retirement questions.
Contacts and coordinates with the FCPS benefits office to provide information on other applicable benefit programs including health and life insurance, flexible spending accounts, and disability and leaves programs.
Composes correspondence citing applicable regulations or procedures, requesting missing documentation, and/or providing additional information on retirement benefits.
Participates in information technology systems testing.
Performs other related duties as required or assigned.