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Retirement Account Specialist

Posting Begin Date: 2024/06/06
Posting End Date: 2024/06/20
Category: Customer Service
Sub Category: Clerical & Data Entry
Work Type: Full Time
Location: Boise, ID, United States
Minimum Salary: 16.70
Maximum Salary: 16.70
Pay Rate Type: Hourly

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Description

Retirement Account Specialist 

Notice: Applications will be accepted through 4:59 PM MST on the posting end date. If you are a current or temporary State of Idaho employee, you MUST apply through your Luma account.

At PERSI, our vision is to be a trusted expert in helping Idaho’s public employees build and receive a secure and meaningful retirement. 

As a Retirement Account Specialist, you work directly with PERSI membership to provide accurate and timely information in a professional and meaningful way. You’re dedicated to PERSI core values of commitment, character and competence and looking to continue learning in an ever-evolving field. You also have the ability to be flexible and manage priorities, have an easy-going attitude, and enjoy working with both internal and external customers. 

You will report to the Member Services Supervisor and be the primary point of contact for PERSI members. You’ll work together with the PERSI staff to build stronger relationships with our members at every step of their retirement journey. Additionally, you will be a key contributor in identifying areas to improve service for our membership. 

You bring to the table: 

  • Owner’s mentality: no job is too big or too small; you are willing to roll up your sleeves and get it done. 
  • Communicative approach: you recognize that language has different purposes and functions, and you vary the language according to the need, setting, and participants. 
  • Flexible style: you appreciate that no two days are the same, nor do you want them to be. You are able to manage priorities in a high-productivity environment within clearly defined deadlines. 
  • Detail-oriented mindset: you pay attention to the smallest of details even when busy 
  • Ability to prioritize competing deadlines and assignments.

This position is eligible for the PERSI benefits package, including: 

  • Excellent low-cost medical, dental, and vision insurance 
  • Generous vacation and sick leave accrual beginning as soon as you start 
  • Eligibility for the Public Service Loan Forgiveness Program (PSLF) 
  • Paid parental leave 
  • Eleven paid holidays per year 
  • PERSI retirement, one of the nation's best state retirement systems 
  • Multiple savings plans Life insurance 
  • A healthy work/life balance 
  • Wellness programs; ongoing training opportunities; and more

As a Retirement Account Specialist, you will: 

  • Update member records, including demographic information, tax withholdings, separation benefits, direct deposit changes, and beneficiary designations. 
  • Process member deaths, and initiation of death benefits. 
  • Be a resource to members by providing over-the-phone customer service. 
  • Assist members with in-person customer service.

 Minimum Qualifications (must be reflected in your resume): 

  • Experience: monitoring a records system to identify and correct errors - this is typically gained with at least one (1) year of full-time work experience where monitoring a records system and fixing errors was a primary responsibility of the job.
  • Experience researching a variety of sources to resolve problems - this is typically gained with at least six (6) months working in an office environment where your job's primary role included researching a variety of sources to resolve problems; OR with the successful completion of training or coursework which required performing research.
  • Experience interpreting, explaining, and applying regulations, laws, or complex policies to carry out assignments - this is typically gained with at least six (6) months of work experience where you are responsible for reviewing documents or actions for compliance and/or by explaining to others how laws, regulations or policies apply to specific situations.
  • Experience entering and retrieving data using a computerized records system - this is typically gained with at least six (6) six months of using a record system on a computer to access data in a job where it was a primary role of your position.

Candidates who reach the final hiring stage will be required to participate in a criminal background check. Having a criminal record will not automatically eliminate applicants from consideration, but may be considered as part of the hiring process. 

PERSI's Mission: To provide our members and their beneficiaries with reliable, secure, long-term retirement, survivor and disability benefits as specified by law.

Benefits:

For additional information related to benefits and/or State programs, please visit https://dhr.idaho.gov/StateEmployees/Benefits.html.*

EEO/ADA/Veteran:

The State of Idaho is committed to providing equal employment opportunities and prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibit discrimination against all individuals based on their race, color, religion, political affiliation or belief, sex, national origin, genetics, or any other status protected under applicable federal, state, or local laws.

The State of Idaho is committed to access and reasonable accommodations for individuals with disabilities, auxiliary aids and services are available upon request. If you require an accommodation at any step in our recruitment process, you are encouraged to contact (208) 334-2263 (TTY/TTD: 711), or email [email protected].

Preference may be given to veterans who qualify under state and federal laws and regulations.

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