Utah Retirement Systems (URS) provides benefits for state and other Utah public employees. It has two divisions, the Retirement Office administers pension and retirement savings plans. PEHP specializes in medical, dental, life, and other benefits.
Performs a variety of advanced level technical and routine administrative duties related to the day to day operational functions of the Defined Contribution Savings Plans (401(k),457, traditional & Roth IRAs, and Health Reimbursement Arrangements).
Duties and Responsibilities:
Education and Experience
Graduation from high school and two (2) years of college level education, or related certification (e.g. CFP, CEBs, ChFC), plus two (2) years of related experience; OR an equivalent combination of education and experience.
Preferred qualifications: CFP or related certifications, and experience in retirement plans or IRA administration and sales.
Knowledge, Skills, and Abilities
Requires considerable knowledge of: purposes, principles and theory of retirement related savings plans, retirement laws, IRS and US Treasury codes, regulations, policies and guidelines; computer operations and technical software applications. Working knowledge of basic accounting, bookkeeping and related statistical procedures; interpersonal conflict resolution methods. Requires excellent Customer Service skills including, interviewing and counseling skills, both face-to-face and over the phone, and through written correspondence or email.
Must have the ability to follow written policy, regulations and procedures and communicate the same regarding defined contribution plans; perform complex mathematical formulas and calculations; communicate effectively verbally and in writing; ability to follow written and verbal instructions; ability to establish and maintain effective working relationships with professionals, executives (public and private) department heads, co‑workers and the public; operate a variety of types of office equipment; work independently and deal effectively with stress caused by work load and time deadlines; ability to type; operate 10‑key calculator by touch.
Incumbent performs in a typical office setting with appropriate climate controls. Tasks require a variety of physical activities which do not generally involve muscular strain, but do require activities related to walking, standing, stooping, sitting, reaching, talking, hearing and seeing. Common eye, hand, finger dexterity required to perform essential functions.