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.
Conducts individual retirement planning sessions and group seminars. Advises officials, members, and unit administrative personnel regarding retirement benefits available through Utah Retirement Systems. Provides technical analysis of member retirement and defined contribution programs to facilitate quality retirement planning and program utilization.
Works under the direct supervision of the Retirement Planning Supervisor.
ESSENTIAL JOB FUNCTIONS AND DUTIES
Education and Experience
Bachelor’s Degree in finance, marketing, business administration, public administration, public relations, financial planning, organizational communications or related field, and two (2) years of pension/investment or related experience; or an equivalent combination of education and experience.
Must pass the Series 65 Uniform Investment Adviser Law Examination or Series 66 North American Securities Administrators Association within six (6) months of hire.
Certified Financial Planning designation is preferred. Other recognized retirement- and/or investment-industry certifications are desirable.
Knowledge, Skills, and Abilities
This list contains knowledge, skills, and abilities that are typically associated with the job. It is not all-inclusive and may vary from position to position:
Required technical skills include the moderate knowledge and ability of:
Required mathematical skills include working knowledge of:
Must possess excellent communication skills:
Requires the Moderate Knowledge of:
Must have the ability to:
The incumbent must always demonstrate judgment, high integrity, and personal values consistent with the values of URS.
Incumbent performs in a typical office setting with appropriate climate controls. Tasks require a variety of physical activities which involve muscular strain, activities related to walking, standing, stooping, sitting, reaching, talking, hearing, and seeing. Common eye, hand, finger dexterity required to perform essential functions. Daily duties include lifting up to 50 lbs.
Position requires extensive in state travel for office business. Individual must be physically capable of safely operating a vehicle, possess a valid driver’s license, and have an acceptable driving record based upon data provided by a current Department of Motor Vehicle Record (MVR).