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.
Summary:
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(b), traditional IRAs, and Roth IRAs).
ESSENTIAL JOB FUNCTIONS AND DUTIES
Education and Experience
Associate degree and two (2) years of related experience; or an equivalent combination of education and experience.
Preferred qualifications: Call-center experience, industry certifications (Certified Financial Planner (CFP), Certified Employee Benefit Specialist (CEBS), Chartered Financial Consultant (ChFC), etc.), experience in retirement plans and/or IRA administration, and sales.
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 working knowledge and ability to:
Required mathematical skills include:
Must possess excellent communication skills:
Must have the ability to:
The incumbent must always demonstrate judgment, high integrity, and personal values consistent with the values of URS.
Work Environment
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.
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