Retirement Specialist – Finance

• Assist in the reconciliation and recording of all financial transactions into the accounting system.
• Assist in the determination of eligibility, and processing of vested and normal retirements.
• Process, deposit, and reconcile all income accounts.
• Assist in the processing of benefit checks and invoices.
• Assist in the preparation of the annual audited financial statements under Generally Accepted Accounting Principles (GAAP), and other financial reports.
• Maintain, reconcile, and update members’ account information in the pension management system.
• Assist in the review of compensation, years of credited service, account balances, required contributions and member eligibility for retirement.
• Assist in the coordination of information from active members, retirees, beneficiaries, trustees, City departments, other agencies and retirement funds.
• Assist in the coordination and production of agendas and calendars of Items for Board and Committee meetings
• Provide support to the Executive Director, Pension Coordinator, and the Retirement Specialist – Benefits.
• Coordinates registrations and travel arrangements for Trustees and Staff attending pension-related schools, seminars and conferences.
• Assists in distribution of the annual benefit statements to all active members, and quarterly DROP statements to all DROP participants.
• Provide pre- and post-retirement information support for members and beneficiaries.
• Communicate with, and obtain information from, active members, retirees, beneficiaries, trustees, City Departments, other agencies and retirement funds.
• Provide information and support to active members, retirees, beneficiaries, trustees, City departments, other agencies and retirement funds.
• Assist the Pension Coordinator in the maintenance of accounting records, benefit payments and other financial records
• Assist in the calculation of compensation, years of credited service, account balances, required contributions and member eligibility for retirement.
• Review forms, applications, and any related materials for completeness and accuracy.
• Answering questions from active members, retirees and beneficiaries.
• Processes member financial changes in pension management system.
• Maintains financial operations files.
• Assist in day-to-day office operations
• Assists with periodic special projects.
• Commit to continuing education to update knowledge on retirement planning, pension laws, and rules governing the operation of the fund.
• Fills in for Pension Coordinator when assigned.
• Ensures professional and accurate responses to employee inquiries adhering to City policies and procedures.
• Effectively and positively represents the City in delivering and performing work with colleagues and residents, irrespective of gender, race, religion, age, disability, political affiliation or belief, or sexual orientation.
• Establishes and maintains effective and professional relationships with work colleagues, supervisors, and managers.
• Handles sensitive and confidential information with professionalism.
• Performs related work as required for this position description only.

• Bachelor's degree from an accredited college or university with major coursework in Finance, Accounting, Public Administration or closely related field or equivalent in education, training, and experience which would provide the necessary knowledge, skills and abilities.
• Four (4) years of satisfactory full-time work experience performing computations in a retirement or employee benefit plan, for accounting, auditing, or banking service in a financial institution or a position requiring the application of laws, rules and regulations and the use of statistical, actuarial or similar tables, or experience planning, preparing, analyzing and coordinating a financial closing.
• Must have a state approved four-year high school diploma or its educational equivalent and at least two years of experience.
• Must obtain CPPT certification within three years from the Date of Hire.
• Valid Driver’s License: With proof of automobile insurance
• Background Check: Must have an acceptable background record
• Driving Abstract: Must have an acceptable driving record

Certified Public Accountant (CPA), Certified Public Finance Officer (CPFO), Certificate of Achievement Public Plan Policy (CAPPP), or previous experience in a Municipal Government a plus.