What are the responsibilities and job description for the Retirement Specialist I position at State of New Mexico?
18.34 - $29.34 Hourly
38,140 - $61,024 Annually
This position is a Pay Band 55
Posting Details
PERA is a 401(a) qualified governmental plan that is governed by the New Mexico Public Employees Retirement Act and offers 31 different coverage plans, two tiers of membership and is comprised of 335 participating public employers. PERA's plans currently cover state, municipal and county employees, police, firefighters, judges, magistrates, legislators, and volunteer firefighters.
Interviews are anticipated to be conducted within two weeks of closing date.
Why does the job exist?
The position is part of the Albuquerque staff unit and responsible for providing excellent customer service by providing information required for retirement purposes. PERA represents 50,000 active members, 40,000 retirees and 31 retirement plans.
How does it get done?
Greets all members that come into the PERA office professionally and promptly
Responds to all calls and counsels members on retirement options and benefits
Validates incoming forms for completeness and accuracy
Ability to meet strict deadlines in a high volume office environment
Calculate purchase costs for withdrawn service, air time, military service and prior service credit.
Calculate pension benefits
Who are the customers?
PERA active and inactive members
PERA retirees
PERA affiliated agencies
PERA affiliated employers
Ideal Candidate
Experience providing exceptional customer service
Time management skills
Team player that is both reliable and responsible
Ability to understand and follow rules and statutes
Minimum Qualification
High School Diploma or Equivalency and one (1) year of direct experience in bookkeeping, retirement processing, benefits administration, and / or auditing. Any combination of education from an accredited college or university in a related field and / or direct experience in this occupation totaling one (1) year may substitute for the required experience.
Employment Requirements
Pre-employment background investigation is required and is conditional pending results. Must possess and maintain a valid driver's license.
Working Conditions
Work is performed in an office setting with exposure to Visual / Video Display Terminal (VDT) and extensive personal computer and phone usage. Some sitting, standing, bending and reaching may be required. Must be able to lift 25 lbs.
Supplemental Information
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Agency Contact Information : Jessica Trujillo, (505) 372-9518. Email
For information on Statutory Requirements for this position, click the Classification Description link on the job advertisement.
Bargaining Unit Position
This position is not covered by a collective bargaining agreement.
Salary : $38,140 - $61,024
