Discusses retirement benefits with current University employees, retiring members, retirees, and beneficiaries.

·       Provides counsel to employees on all retirement benefit policies, practices, programs and guidelines, to include but not limited to employees commencing a leave of absence or those employees at all levels of retirement planning.
·       Communicates with members effectively regarding their benefits via phone, email, and in person. 
·       Researches, resolves, and explains retirement issues with employees or retirees.
·       Calculates pension benefits and verifies accuracy of existing pension calculator tools. Ensures regulatory compliance in all aspects of calculation, communication, and documentation.
·       Performs various clerical duties requiring the use of independent judgment and analysis.
·       Resolves routine employee/vendor benefits issues in a timely manner. 
·       May calculate retiree and vested terminated pension benefits as required and sends certificates detailing the calculation to the employee.
·       Performs various duties as needed to successfully fulfill the function of the position.

Education:

Required:  Required: High School diploma or GED.

Experience:

Required:  12 months experience in Human Resources, Retirement benefits or related field.

Certifications or Licenses:

·       None

·       Ability to conduct employee presentations 
·       Ability to communicate verbally and in writing and build rapport with students, faculty and staff
·       Excellent organizational skills
·       Ability to compute payroll deductions and payroll adjustments for benefits
·       Ability to apply basic math skills.
·       Knowledge of Federal and State tax laws and University policies 
·       Ability to collect and analyze data 
·       Basic problem solving techniques
·       Working knowledge of Microsoft Office (Word, Outlook, and Excel)
·       Detail oriented for accuracy of data and information
·       Ability to handle multiple projects and deadlines

Physical:
Sit for prolonged periods.  Use of a computer, calculator, and telephone. Ability to engage in repetitive motions.  Communicate effectively and listen.

Environmental:
Standard Office Environment.  Frequent exposure to pressure caused by deadlines and busy periods. Requires contact with Staff, Faculty, Students, other departments and University officials.