Retirement Planning Analyst/counselor I

TEACHERS RETIREMENT SYSTEM

Oklahoma, US
Up to $56,300; not specified; not specified py
Onsite
Pension administration system software
Member records analysis
Retirement benefit projections
The Retirement Planning and Auditing Department works closely with members in retirement planning and auditing, including retirement audits, retirement benefit estimates, service billings, retirement finalizations, retirement account reconciliations, and Qualified Domestic Orders

Job Summary

  • The Retirement Planning and Auditing Department works closely with members in retirement planning and auditing, including retirement audits, retirement benefit estimates, service billings, retirement finalizations, retirement account reconciliations, and Qualified Domestic Orders.
  • Key responsibilities include utilizing pension administration system software, reviewing and analyzing member records for accurate service credit, preparing cost statements, generating member retirement benefit projections, and conducting in-depth audits of member accounts.
  • This position offers promotion potential up to Level IV as outlined in the Career Progression Plan for the Retirement Planning and Auditing Department, with commensurate salary increases at each level.

Matching Summary

The Retirement Planning and Auditing Department works closely with members in retirement planning and auditing, including retirement audits, retirement benefit estimates, service billings, retirement finalizations, retirement account reconciliations, and Qualified Domestic Orders.

Salary

Up to $56,300; Not specified; Not specified

Skills & Requirements

Must-have

  • pension administration system software
  • member records analysis
  • retirement benefit projections
  • account audit and estimation
  • billing statement preparation
  • member consultation
  • benefit information communication

Nice-to-have

  • detail-oriented
  • organized
  • self-motivated
  • continuous improvement
  • team player

Key Requirements

  • Bachelor's Degree or four years of experience
  • 30 semester hours of college equals one year of experience
  • Microsoft 365 suite proficiency
  • Arithmetic reasoning and calculation skills
  • Ability to apply policies and procedures
  • Ability to follow instructions
  • Ability to prepare and interpret written materials

Work Rights

Not specified

Tailored Resume

Cover Letter