Retirement Analyst

Milwaukee County Wisconsin•Milwaukee, WI

22h•Onsite

About The Position

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!

Requirements

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!
Strong oral and written communication skills, ability to comprehend written and oral instructions.
Analytical skills, intellectually curious, and able to learn and apply complex concepts.
Independent, able to balance multiple responsibilities through prioritization.
Committed to deadlines, close attention to detail.
Maintain sensitive and confidential information.
Understand the need for accuracy and security of member data and records.

Nice To Haves

Certified Retirement Counselor (CRC) preferred
Certified Employee Benefit Specialist (CEBS) preferred
Bilingual in English/Spanish preferred

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.