Retirement Benefits Education Counselorr

State Treasurer • Wake County, NC

2d • $50,000 - $67,000

About The Position

The Retirement Benefits Education Counselor provides subject matter expertise on retirement benefit matters such as retirement processes, statutory provisions, communicating new policy initiatives and legislation through counseling, researching and mediating as well as by responding to time sensitive and complex inquiries from active and retired state and local employees, beneficiaries, employing agencies and the general public. Assistance is also provided by means of conducting retirement education presentations, retirement webinars and simulcasts, monthly employer training, one-on-one retirement counseling for retirement system members and employers, answering retirement and benefit related correspondence and e-mail inquiries from employers, members and beneficiaries, providing final agency decisions and processing Domestic Relation Orders, Affidavits and other legal documentation.

Requirements

• Experience in researching and analyzing detailed information.
• Experience in interpretating NC general statues.
• Experience in understanding business requirements of retirement plans.
• Experience in counseling stakeholders through presentations and webinars.
• Bachelor s degree from an appropriately accredited institution and three ( 3) years of experience in the program related to the area of assignment, or an equivalent combination of education and experience.

Responsibilities

• Educates, counsels, and advises on the benefit programs, eligibility, options, and provisions to members, their dependents, and other involved parties of their retirement benefits over the phone, through email or in typed-written letter form, virtually through a webinar, by conducting one-on-one counseling appointments, and/or by a retirement education conference.
• Assessing situations, explains and applies interpretation of statutes as needed.
• Receive and prepare information to respond to subpoenas that may have a variety of purposes, ensuring that proper processes are followed and review is given as necessary.
• Prepare and resolve issue relative to divorce affidavits, and domestic relations orders.
• Position is responsible for gathering the necessary information on an overpayment situation and communicating/negotiating with the member on the payment options.
• Communicates information thoroughly and effectively in writing by composing and preparing written response to letters, emails, and telephone requests from members and agencies.
• Effectively trains and counsels others both members and other RSD staff on Orbit Self Service, understanding statutes, navigating retirement-on-line and on any other retirement/benefit issues as requested or needed.
• All other duties as assigned.

Benefits

• State Benefits, including health insurance, paid vacation, paid sick time, paid holidays, as well as retirement.
• The Department of State Treasurer's campus is located on Atlantic Avenue, is surrounded by many shopping centers and restaurants, has access to a 24-hour 7-day a week free gym on the campus, and offers a competitive benefit package, and has free employee parking!

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level