Pension Coordinator

The City of Port St. Lucie is an equal opportunity employer.

The focus of this position is mid-level work planning, organizing, and coordinating areas involved in the daily administration of the City’s Defined Benefit Police Officers’ Retirement Trust Plan (FSS 185). Work involves frequent contact and working knowledge of the Police Officers’ Retirement Plan, policies, and procedures. This includes, but is not limited to, analytical research, maintaining files of pension plan data, correspondence, reports, and forms and related assistance on special projects. A high degree of initiative, professionalism, independent judgement, and accuracy is required within the framework of established procedures. Facilitates the development of public trust and confidence in the City.

This position is an Essential classification and will be required to report to duty before, during, and immediately after a civil emergency.  This is not a remote position.

The following duties are illustrative for this position.  The omission of specific duties does not exclude them from the classification if the work is similar, related, or a logical assignment for this classification.  Other duties may be required and assigned.  

• Keeps the mission, vision, and values of the City of Port St. Lucie at the forefront of decision making and action; builds strategic and collaborative relationships and interacts with others in a way that builds confidence and trust; provides excellent customer service by taking action to accomplish objectives, maintains high levels of work and productivity by generating innovative solutions to work situations.
• Identifies Police Pension Board of Trustees Meeting dates and room locations for quarterly, special, and experience study meetings; contacts and confirms attendance with Trustees, Consultants, and applicable City Staff.
• Assists with all administrative duties related to the administration of the Police Officers’ Retirement Plan.
• Responds to and assists all Police Participants, Consultants, Retirees, Trustees on related pension matters.
• Collects all new confidential/personal employee data and enters, scans, and processes new Police Participants.
• Monitors shared Office email account; responds accordingly. 
• Purchases office supplies and maintains inventory.
• Works with staff to ensure the Police Pension Plan complies with City ordinances and Florida Statutes; directs inquiries to applicable staff. 
• Oversees Pension Office website; updates accordingly. 
• Collects all necessary personal and confidential information and works with staff to processes retirement applications, as needed.
• Coordinates retirement orientation for all new Police Participants.
• Distributes Pension Board Meeting minutes accordingly.
• Prepares, sends, collects, and logs annual personal Beneficiary Forms for all Police Participants.
• Assists with reviews, maintenance, evaluation, and distribution of statistical information to facilitate the work of the pension plan actuary in preparing the annual valuation of the system. 
• Assists staff in establishing and maintaining confidential portals for both the custodial bank and plan actuary; assists Police Participants with inquiries.
• Assists with distribution of annual employee benefit statements.
• Serves as point of contact under Records Liaison as the overseer of the scanning and retention of all Police Pension records; complies with Section 257.36(5)(a), Florida Statutes.
• Assist staff with the plan auditors’ research and preparation requests for the yearly audit.
• Reconciles bank credit card statements and logs monthly activity in Excel Report as directed. 
• Responsible for the automation and maintenance of all plan files.
• Provides support and participates in all union negotiations as a member of the City’s negotiating team. Responsible for preparing, distributing, and processing confirmation of receipt of  proof of life letters for plan retirees.
• Assists in collecting and reviewing data for the preparation of reports, agenda items, correspondence and other documents related to the Police Pension Plan.
• Assists with Police Pension events such as orientation and educational seminars.
• May serve as back-up in other related locations of the department to cover staff shortages, as required.
• Evaluates, recommends, and establishes policies and procedures to continuously improve operations, decrease turn-around times and streamline processes to provide quality customer service.
• Handles all incoming mail.
• Other duties as may be assigned.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  

EDUCATION AND/OR EXPERIENCE

Graduation from an accredited college or university with an associate’s degree in accounting, Business Administration, Public Administration, or related field required. Graduation from an accredited college or university with a bachelor’s degree in accounting, Business Administration, Public Administration, or related field preferred. A minimum of three (3) years of professional experience in the areas of pensions, retirement accounts, investments, and accounting, is required.  Experience in defined benefit and defined contribution plans is highly preferred.   

A comparable amount of training, education, or experience may be substituted for the minimum qualifications.

KNOWLEDGE, SKILLS, & ABILITIES

• Knowledge of pension/retirement terminology.
• Knowledge of Microsoft Suite including, but not limited to Word, Excel, etc.
• Ability to establish and maintain effective working relationships with employees and the public.
• Knowledge of the City’s policies and procedures.
• Ability to communicate effectively in writing and orally.
• Ability to focus on the positive in every situation.
• High level of interpersonal skills to handle sensitive and confidential situations. 
• Ability to model respect for individuals, teams, and the organization.
• Ability to stay centered when challenged.
• Ability to work under pressure and meet deadlines.
• Ability to follow through with assigned tasks.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

 While performing the duties of this job, the employee is regularly required to sit, talk, hear, and use hands to finger, handle, or feel. The employee is frequently required to walk and reach with hands and arms. The employee is occasionally required to stand and stoop, kneel, and crouch. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds.   Specific vision abilities required by this job include close vision and ability to adjust focus. 

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

The noise level in the work environment is usually moderate.  The office environment is fast paced.

Salary : $29