Associate Retirement Benefits Examiner, Level 3

City of New York•New York, NY
•$70,242 - $80,778

About The Position

The New York City Employees’ Retirement System (NYCERS) is recruiting two Associate Retirement Benefits Examiners, Level 3, for the Retirement Calculations and Estimated Benefits units within the Retirement & Pension Benefits division. Each unit is seeking one individual to serve as its designated supervisor. The role leads and supervises a team, supports collaboration and employee development, and handles complex retirement benefit cases, including estimated and vested benefit requests. The examiner establishes unit goals, monitors individual and unit production, allocates resources, reviews workflow, and makes sound decisions based on available facts. Administrative work includes conducting unit meetings; drafting correspondence to internal units, other divisions, external parties, pensioners, government agencies, and other retirement systems; maintaining spreadsheets; monitoring workflow assignments and NYCEPAS work queues; and ensuring CRM tasks are completed. The role also oversees training, schedules, leave requests, and performance evaluations, delegates tasks to team leads, and monitors service retirement, disability, and death cases through finalization.

Requirements

  • A baccalaureate degree from an accredited college in mathematics, statistics, accounting, economics, finance, data analytics, project management, business administration, public administration, or actuarial science; or an alternative education and experience combination described in the posting.
  • Alternatively, a baccalaureate degree plus two years of satisfactory full-time analytical, administrative, or customer service experience within a financial institution, retirement system, or pension, involving financial account management, resolution of complex financial inquiries, or regulatory compliance; or one year of satisfactory full-time mathematical, statistical, actuarial, or accounting computation experience in a retirement or employee benefits plan, financial-institution customer service, or work applying laws, rules, and regulations with statistical, actuarial, or similar tables.
  • An associate degree or 60 semester credits, together with the specified qualifying experience: three years of experience described in qualification 2(a), or two years described in 2(b).
  • An associate degree or 60 semester credits, including or supplemented by 9 semester credits in the listed subject areas, together with two years of experience described in 2(a) or one year described in 2(b).
  • A four-year high school diploma or equivalent, together with four years of experience described in 2(a) or three years described in 2(b).
  • A satisfactory combination of education and experience may qualify under the stated substitution rules. All candidates must have a four-year high school diploma or equivalent and either a qualifying baccalaureate degree, at least two years of experience described in 2(a), or one year of experience described in 2(b).

Responsibilities

  • Lead, supervise, and motivate a team; foster collaboration and contribute ideas to strengthen employee skills.
  • Address subordinate behavior using strong interpersonal skills.
  • Handle complex retirement benefit cases, including estimated and vested benefit requests.
  • Anticipate unit needs and allocate resources and assignments according to workload and employee strengths.
  • Establish goals and objectives for the unit.
  • Monitor unit and individual production and develop reports to measure performance, using digital dashboards and automated reporting tools.
  • Review facts and situations and make sound decisions.
  • Conduct regular unit meetings and maintain clear channels for internal and external communication.
  • Draft email correspondence to internal units, other divisions, external parties, pensioners, government and state agencies, and other retirement systems.
  • Update spreadsheets, monitor workflow assignments and NYCEPAS work queues, and ensure CRM tasks are completed.
  • Oversee employee training, schedules, leave requests, performance evaluations, periodic check-ins, and constructive feedback.
  • Review and maintain daily unit issues and productivity; delegate tasks and responsibilities to team leads.
  • Monitor service retirement, disability, and death cases through finalization.
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