What are the responsibilities and job description for the Retirement Analyst position at Milwaukee County?
Closing Date: January 30th, 2025, or upon receipt of the first 50 applicant submissions
Retirement Analyst
Full-time, Hourly
Hourly Range: $23.51/hour - $27.14/hour
FLSA: Non-Exempt (Hourly)
Department: HR - Retirement Plan Services (RPS) Position Type: Full-time
Location: Milwaukee County Courthouse - 901 N. 9th St. Milwaukee, WI 53233
Job Summary: Milwaukee County Human Resources is looking for a motivated self-starter to join our Retirement Plan Services team. The Retirement Analyst is part of a team that provides all aspects of retirement benefits administration with a focus on providing exceptional customer service and the accurate and timely payment of member benefits. If solving problems and engaging in truly meaningful work that directly impacts our members’ lives appeals to you, apply now!
Job Responsibilities:
Calculate pension benefits and verify the accuracy of existing pension calculator tools. Ensure regulatory compliance in all aspects of calculation, communication, and documentation.
Communicate with members effectively regarding their benefits via phone, email, and in person. Research, resolve and explain complex member issues.
Utilize workflow management tools such as the RPS pension administration system to perform data updates and conduct research. Occasional research of historical records (DVD data, microfiche, paper records) during the calculation process.
Research, identify, and provide feedback on existing practices and documentation; participate in workgroup discussions, problem-solving committees, and program updates.
Facilitate pre-retirement seminars to Milwaukee County employees. Present benefit information to new employees.
Perform other duties as assigned.
Required Education, License/Certification and Experience:
Associate’s degree or higher in Math, Business, Statistics, Finance, Economics or closely related field required
-OR-
High School Diploma/G.E.D. and two (2) years or more of Pension or Benefits experience required
Intermediate or Advanced proficiency in Microsoft Office applications: Excel, Word and Outlook required (Advanced proficiency in Excel with knowledge of macros, pivot tables, etc. is a plus!)
Preferred Qualifications:
Certified Retirement Counselor (CRC) preferred
Certified Employee Benefit Specialist (CEBS) preferred
Bilingual in English/Spanish preferred
Required Skills and Abilities:
Communicator: Strong oral and written communication skills, ability to comprehend written and oral instructions.
Problem Solver: Analytical skills, intellectually curious, and able to learn and apply complex concepts.
Organized: Independent, able to balance multiple responsibilities through prioritization.
Professional: Committed to deadlines, high attention to detail.
Discrete: Maintain sensitive and confidential information.
Understand the need for accuracy and security of member data and records.
NOTE: This ORIGINAL APPLICATION is open to qualified residents of the State of Wisconsin at the time of application. Candidates need to submit a full account of their training and experience (i.e., by submitting an up-to-date resume or by fully completing the application) during the application process and may also be asked to take additional written or performance tests as part of the selection process.
APPLICANTS MUST POSSESS MINIMUM QUALIFICATIONS AT TIME OF FILING APPLICATION
Salary : $24 - $27