Retirement Processor

City of New York • New York, NY

2d • $50,000 - $57,963 • Onsite

About The Position

The Retirement Processing Unit is responsible for scheduling sessions, preparing the details of a member’s retirement and includes pension calculations, rollovers, post-retirement paperwork, etc. They are the first and last phase of the retirement process before a member separates from service. Under the direction of the Supervisor(s) of the Retirement Processing Unit, this candidate will be responsible for performing work as described below. Duties and responsibilities include, but are not limited to, the following:
- Performs moderately complex data entry, record maintenance, and information retrieval using Microsoft Excel, Word, the Comprehensive Officer Pension System (COPS), and other computer-based systems;
- Calculate retirement benefits by determining eligibility, tier status, service credit, benefit amounts, final withdrawals, and tax implications;
- Assist members with pension applications and ensure all required forms are complete and accurate;
- Review and process retirement documents for accuracy and completeness;
- Maintain, update, and research member records while ensuring confidentiality;
- Responds to member inquiries by telephone and other communication channels in a professional, courteous, and timely manner, ensuring information provided is clear, concise, and accurate; escalates complex matters to appropriate personnel when necessary;
- Serve as the Help Desk Liaison and assist with system-related support when assigned;
- Maintain knowledge of retirement policies, procedures, and applicable laws;
- Work on special projects as designated by Supervisor(s) of unit.

Requirements

• High school graduation or equivalent and three years of experience in community work or community centered activities in an area related to duties described above
• Education and/or experience which is equivalent to '1' above

Nice To Haves

• Possess the preferred skills

Responsibilities

• Performs moderately complex data entry, record maintenance, and information retrieval using Microsoft Excel, Word, the Comprehensive Officer Pension System (COPS), and other computer-based systems
• Calculate retirement benefits by determining eligibility, tier status, service credit, benefit amounts, final withdrawals, and tax implications
• Assist members with pension applications and ensure all required forms are complete and accurate
• Review and process retirement documents for accuracy and completeness
• Maintain, update, and research member records while ensuring confidentiality
• Responds to member inquiries by telephone and other communication channels in a professional, courteous, and timely manner, ensuring information provided is clear, concise, and accurate; escalates complex matters to appropriate personnel when necessary
• Serve as the Help Desk Liaison and assist with system-related support when assigned
• Maintain knowledge of retirement policies, procedures, and applicable laws
• Work on special projects as designated by Supervisor(s) of unit

Benefits

• Pension Plan with the New York City Employee’s Retirement System that offers health insurance benefits upon retirement

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED