Retirement Benefits Specialist 1 (Atlanta)

Retirement Benefits Specialist 1

Under general supervision, reviews, evaluates and processes pension transactions for multiple employers on a monthly basis. Incumbent must apply basic concepts and processes required for employer reporting. In addition, must verify data, reconcile accounts, review and resolve exception reports and edits, process basic adjustments, and balance all monthly reporting. Must communicate with statewide employer human resources and payroll staff regarding routine matters.

Job Responsibilities & Performance Standards

• Monitors, reviews and balances monthly reports, contributions and rehired retiree data for assigned employers.
• Researches and resolves any basic data edits and contribution errors occurring when processing the monthly transactions whether through the website or as files, including service and contributions; resolution activity should include, but is not limited to follow-up with employers, basic system adjustments and basic data revision.
• Allocates employer cash receipts related to the monthly transactions, and resolves timing or invalid data submissions.
• Reconciles monthly employer reports, data files and cash receipts.
• Creates monthly invoices for deficiencies or overpayments for current monthly reporting.
• Works and communicates with employers to reconcile invoices with accounts, and to resolve any basic issues on aged invoices.
• Perform routine processing on the Ad Hoc Termination, Forfeited Leave, Invalid Addresses and Missing Enrollment reports.
• Researches unallocated cash receipts.
• Maintains accurate employer and GASB contact database.
• Under general supervision, works on the GASB 67 and GASB 68 audits, reporting and tracking, special projects, and data clean-up efforts.
• Responds to requests from Member Services regarding basic account adjustments and prior period changes.
• Responds to requests from statewide employer human resources and payroll staff regarding employer responsibilities, web reporting issues, membership eligibility, and day-to-day transaction activity.

Technical Competencies Required for Job

Statewide Core Behavioral Competencies Required for Job

Additional Behavioral Competencies Required for Job

ERS Preferred Qualifications

Bachelor's degree in business OR four years of related experience.

ERS Career Development Levels

Work Environment

This is a general office environment consisting of cubicle desk space. Ambient room temperatures, lighting and traditional office equipment are provided as found in a typical office environment.

Physical Demands

Individuals working in this job are required to multi-task while seated. This includes answering phone calls, research information, and typing using computers throughout the workday. Also may require walking periodically, primarily on a level surface. Must be able to reach above shoulder height, below the waist, or lift (up to 25 pounds) to file documents or store materials.

Statewide Entry Qualifications

Bachelor's degree in business, accounting, or finance from an accredited college or university.