Retirement Consultant

Title: Retirement Consultant
Division Name: Finance and Planning
Department: Human Resources

The primary responsibilities of this position are to engage and promote the Universities retirement programs to help recruit and retain employees, promote job satisfaction and build employee loyalty and goodwill through:
- Retirement Counseling related to the State Universities Retirement System, 403(b) and 457 Plans
- Maintaining data integrity in multiple systems
- SURS Employer event reporting
- Plan administration duties

The position must understand the financial planning process and keep abreast of changes in the industry and in state and federal law which may impact the retirement options available to faculty and staff.

The position has a data entry element which requires the employee to understand the relationship of employment processes, data entry as well as employee benefits for all employment groups.

The incumbent will provide quality institutional and employee related data which the University maintains and ensure data integrity, control, and records management. This integrated data sustains the data analysis needs to support operational and strategic decision-making for end users. This includes accessing relevant and accurate current, historical, and future data that support business processes, legal requirements, reporting, commitment accounting and policy analysis.

Accuracy, initiative and self-directedness is a must. Ability to identify, and resolve customer issues by inquiry, researching, understanding and applying all the resources available.

The incumbent will work in a highly confidential setting.

University Benefit Highlights:
- Insurance benefits, including health, dental, vision, and life
- Retirement and supplemental retirement planning options
- Tuition waiver benefits available to staff as well as their eligible dependents
- Paid holiday/administrative closures during Thanksgiving and Winter Breaks
- Paid benefit time

For more University Benefit information: https://hr.illinoisstate.edu/benefits/

Information regarding eligibility for participation in the State Universities Retirement System and the State of Illinois Group Insurance program can be reviewed here https://hr.illinoisstate.edu/benefits/insurance/

$27.00 - $27.50 per hour

1. Any one or any combination totaling eighteen (18) months from the following categories:

A. college coursework in human resource management, business administration, social sciences, or a closely related field:
-30 semester hours equals one (1) year (12 months)
-Associate's Degree (60 semester hours) equals eighteen months (18 months)
-90 semester hours equals two (2) years (24 months)
-Bachelor's Degree (120 semester hours) equals three (3) years (36 months)

B. work experience performing clerical or paraprofessional duties related to benefits and/or insurance benefits, insurance retirement, healthcare, or human resources.

2. Two (2) years (24 months) of work experience comparable to that performed at the Benefits Officer level of this series. Explains provisions of benefit programs/payroll deductions (such as program eligibility, leaves, determine eligibility for leaves, termination policies, flexible spending accounts, long-term disability). Conducts group presentations regarding benefit programs/options, resolution of more difficulty benefit problems.

-2 years or more of experience with entering data that requires a high degree of confidentiality.
-Demonstrated experience with data entry accuracy.
-PeopleSoft experience
-Prior work experience that demonstrates the understanding of a data entry system at a comprehensive level and its profound impact on business processes.
-In depth knowledge of Human Resources, Payroll, and Benefits transaction processing
-Strong MS Excel skills
-Ability to work independently and in a team environment
-Understanding of the University Mission and Goals with a working knowledge of the University structure for Governance, Administration and Academic Colleges.

Monday - Friday; 8:00 a.m. - 4:30 p.m.

Must be able to complete the following with or without a reasonable accommodation:

Effectively communicate on a daily basis.
Remain at a workstation for extended periods of time.
Move about in various locations across campus as needed to complete day-to-day work.

April/May 2025

Resume
Reference List

Please Note: These documents are required to be submitted online in order to complete the application process. Please have these documents ready prior to clicking on "Apply"

Transcripts - See Special Instructions to Applicants section for additional options
Certification of Retirement Annuity

Please Note: These documents may be submitted online in order to complete the application process. Please have these documents ready prior to clicking on "Apply"

Please fully complete the entire application including, but not limited to, the education and work history portions. Be specific on your work history, including employment dates (if part-time you must list the number of work hours) and duties for all positions held. Applicable part-time work experience will be considered toward qualifying for this position; however, it will be converted to a full-time equivalency to determine combined length of experience. Please do not put "see resume" in the duties and responsibilities section of the work history. This will be considered an incomplete application and incomplete applications will not be considered.

College or university transcripts (may be unofficial) must be submitted prior to the application deadline in order to receive full consideration. Transcripts can either be uploaded with your application or submitted via the options listed below. In order to be eligible for Veteran's Preference points on the exam, appropriate military service documentation, such as a DD214, must be submitted prior to the application deadline.

Transcripts and/or DD-214 paperwork may be faxed or mailed to Human Resources by the application deadline:

Fax: 309.438.0011, Attn: Colette Homan
Address: Illinois State University
Human Resources
Campus Box 1300
Normal, IL 61790-1300

The Civil Service examination for this classification is based on your application materials and responses to the supplemental questions. No participation other than submission of applicant materials is required from applicants that qualify to take the exam. If you meet the minimum required qualifications for this position, you will receive a score calculated based on your education and experience, and your name will be placed on the active employment register by exam score. After the application deadline, the names within the top three scores will be referred to the department for interview.

Illinois State University is authorized to do business within the State of Illinois. All work under this appointment is required to be performed from within the State of Illinois. If hired, out-of-state candidates must establish Illinois residency within 180 calendar days from the start date for this position. Illinois residency requires proof of a valid Illinois driver's license or a valid State of Illinois ID card. Failure to produce the required documentation within 180 calendar days will result in immediate termination of employment.

Contact Information for Applicants

Colette Homan
Human Resources
309-438-8848
cshoman@ilstu.edu

This position is subject to a criminal background investigation and if applicable, an employment history review, based on University Policy 3.1.30 and any offer of employment is contingent upon you passing a satisfactory criminal background investigation and/or an employment history review. You may not begin work until the criminal background investigation results have been received and cleared by Human Resources.

Illinois State University is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

If you are an individual with a disability and need a reasonable accommodation under the Americans with Disabilities Act (ADA) or other state or federal law you may request an accommodation by contacting the Office of Equal Opportunity and Access at (309) 438-3383. The Office of Equal Opportunity and Access will hold any confidential information you provide in confidence.

If you are having difficulty accessing the system, please call Human Resources at (309) 438-8311.