Utah Retirement Systems

Retirement Counselor I - St. George Branch Office

Location US-UT-Saint George
Posted Date 1 week ago(11/18/2022 5:14 PM)
Job ID
2022-3123
Minimum Starting Wage
USD $18.32/Hr.

About The Company

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.

Job Description

POSITION SUMMARY

Performs a variety of technical duties to deliver the day-to-day services of the Retirement Benefits and Savings Plans Departments. Assists members with the application process for all Utah Retirement Systems (URS), the Utah Governors and Legislators Retirement Plan, and the URS Savings Plans.

 

     

ESSENTIAL JOB DUTIES AND RESPONSIBILITIES

  1. Assures pension benefit estimates, service evaluations, and all verbal and written information given are accurate and in compliance with Title 49 requirements, URS Board Resolutions, and Federal law.
  2. Analyzes and determines creditable service and salary from available employment records and assures credited service complies with rights accrued under Title 49.
  3. Performs research of individual records to verify eligible compensation, service eligibility, previous refunds, re-deposits, and related activity.
  4. Educates members on pension qualifications to retire and how to apply for retirement benefits. Counsels members by appointment or a walk-in basis. Explains retirement benefit options, life insurance benefits, Federal and Utah State tax liability and withholding provisions, as well as post-retirement restrictions.
  5. Explains procedures to members regarding portability, purchase of service credit, re-deposits, and payment options.
  6. Analyzes, completes, and assures accuracy of pension applications and required URS retirement forms. Explains and notarizes forms to initiate final processing of pension benefits. Obtains various forms of required member documentation and initiates retirement process.
  7. Analyzes and educates members regarding the various DC Savings Plans provisions and the options available for investing in the Savings Plans in a timely, accurate, and efficient manner.
  8. Explains, completes, and assures accuracy of various DC Savings Plans forms. Notarizes forms to initiate processing of Savings Plans options.
  9. Educates members on website navigation. Troubleshoots website account issues including setups, password resets, deletions, along with other various website issues. Assists members making changes through the website.
  10. Educates members on various payment options for DB and DC plans. Performs as a cashier by accepting incoming checks from members and external entities following departmental guidelines.
  11. Addresses questions from members, employers, outside agencies, attorneys, and financial planners regarding all facets of retirement. Responds (both verbally and in writing) to inquiries, appointments, and walk-ins in a timely and courteous manner.
  12. Achieves productivity and quality guidelines established by department standard.
  13. Maintains strict confidentiality.
  14. Performs other related duties as required.

Required Experience

Education and Experience

Graduation from High School plus two (2) years of progressively responsible experience in a related field; or an equivalent combination of education and experience.

 

Knowledge, Skills, and Abilities

This list contains knowledge, skills, and abilities which are typically associated with the job.  It is not all-inclusive and is general in nature.

 

Required technical skills include the working knowledge and ability of:

  • Computer operations and technical software applications.
  • Microsoft Office Suite.
  • Operating a 10-key calculator.
  • Imaging process.

 

Required mathematical skills include working knowledge of:

  • Accounting, bookkeeping, and related statistical procedures.
  • Mathematical concepts and logic.
  • Perform complex mathematical formulas and calculations relating to calculation of benefit estimates.

 

Required working knowledge of:

  • Purposes, principles, and practices of public retirement systems.
  • Retirement laws, codes, policies, and guidelines.

 

Must possess excellent communications skills:

  • Interpersonal conflict resolution method.
  • High level skill in technical writing.
  • Editing and proofreading.
  • Effectively promote organization and services offered.
  • Interpersonal communication theory and methods.
  • Communicate effectively verbally and in writing.

 

Must have the ability to:

  • Obtain/maintain Notary public in state of Utah.
  • Follow written and verbal instructions.
  • Apply critical thinking techniques.
  • Analyze and solve problems.
  • Prioritize work.
  • Perform within deadlines.
  • Ability to stay focused despite interruptions.
  • Work well in a team environment as well as independently.
  • Memory for details.

 

The incumbent must always demonstrate judgment, high integrity, and personal values consistent with the values of URS.

 

Work Environment

Incumbent performs in a typical setting with appropriate climate controls.  Tasks require a variety of physical activities which do not generally involve muscular strain, but do require physical activities related to walking, standing, stooping, sitting, reaching, talking, hearing, and seeing.  Common eye, hand, finger dexterity required to perform essential functions.

 

 

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