Retirement Services Specialist - Retirement Services Representative at State of Minnesota
Saint Paul, Minnesota, USA -
Full Time


Start Date

Immediate

Expiry Date

30 Aug, 25

Salary

34.18

Posted On

24 Jul, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Customer Service, Finance, Articles, Excel, Interpersonal Skills, Benefits Administration, Payroll, It, Tra, Public Administration, Microsoft Word, Calculations, Social Security, Outlook, Financial Concepts, Oral Communication

Industry

Other Industry

Description

JOB SUMMARY

Please note that this posting will be used to fill up to three (3) vacancies.
Teachers Retirement Association (TRA) has been administering pension coverage to Minnesota educators for decades, with a mission to help members and their beneficiaries plan for an independent and financially secure retirement. We are currently seeking job candidates with strong communication, interpersonal, and mathematical skills to serve as Retirement Services Representatives.
These positions are part of TRA’s Member Services phone center and exist to help educators understand the value of retirement planning specific to TRA benefits. These positions will primarily deliver available benefit information and options to Minnesota public schools’ educators and their beneficiaries by phone, chat, and/or email. Additionally, the incumbents in these roles will be further required to perform a variety of calculations, both routine and complex.
These positions are located in our St. Paul, Minnesota office. The roles are telework eligible, but will require the incumbents to work a schedule that includes some in-person work. TRA prioritizes work-life balance for our employees and may request, only on occasion, that staff work overtime and/or flex their time in order to complete critical projects or meet important deadlines. Typically, full-time, non-exempt employees at TRA work a 40-hour workweek.
Travel may be required up to 10% for these roles.

MINIMUM QUALIFICATIONS

One (1) year of experience providing customer service related to employee benefits administration, government benefits administration,accounting, payroll, finance, or insurance. A Bachelor’s degree in Business, Accounting, Finance, Math, Public Administration, or a closely related field can substitute for this experience.

Work experience must demonstrate the following:

  • Experience performing calculations.
  • Ability to interpret and apply laws and policies to work assignments.
  • Ability to train and explain financial concepts to a variety of audiences, primarily in a call center environment.
  • Ability to diagnose problems and recommend solutions for process improvement purposes.
  • Ability to plan, organize, and successfully manage competing priorities.
  • Strong oral communication, written communication, and interpersonal skills.
  • Proficiency in using Microsoft Word, Excel, Outlook, Cisco WebEx, and/or equivalent software packages.

Successful candidates must also be able to secure own transportation for in-state business travel and/or conferences.

PREFERRED QUALIFICATIONS

Experience in a call center environment that provides both phone and chat services to customers.
Experience communicating financial concepts to diverse audiences and stakeholders.
Experience providing retirement or pension benefit services.
Experience working with or at Minnesota State Retirement System, Public Employees Retirement Association, or Teachers Retirement Association.
Possession of an Advanced Degree in Business, Accounting, Finance, Math, Public Administration or a related field.

PHYSICAL REQUIREMENTS

This position requires occasional transporting of articles such as file folders, ledgers and/or small tools. May be required to move or maintain a stationary position for long periods of time.

ADDITIONAL REQUIREMENTS

Successful candidates must pass past-employer reference checks and a criminal background check.

It is the policy of TRA that all finalist(s) submit to a background check prior to employment. The background check may consist of the following components:

  • State of Minnesota state government employment records check (applies to current and past State of Minnesota state government employees only)
  • Criminal History Check
  • Employment Reference Check
  • Social Security and Address Verification
  • Education Verification
  • Driver’s License Check

APPLICANTS WITH DISABILITIES

Minnesota state agencies make reasonable accommodations to their employees and applicants with disabilities. If you have a disability and need assistance in searching or applying for jobs with the State of Minnesota, call the Careers Help Desk at 651-259-3637 or email careers@state.mn.us and let us know the support you need

Responsibilities

At the State of Minnesota, employees play a critical role in developing policies, providing essential services, and working to improve the well-being and quality of life for all Minnesotans. The State of Minnesota is committed to equity and inclusion, and invests in employees by providing benefits, support resources, and training and development opportunities.

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