Specialty Plans Analyst

State of North Carolina

About The Position

The Specialty Plans Analyst is responsible for processing incoming forms received from members of the Fire and Rescue Pension Fund. Process incoming retirement applications and reviewing service accuracy and will be responsible for processing the refund request of members within the fund whom choose to withdraw their contributions. Review service history of members attempting to purchase previous withdrawn service. Process retiree death benefits and line of duty death benefit of public safety officers in addition to reviewing, correcting information stored in the ORBIT system to verify and QC past service purchases, service calculations and roster service of members of the pension fund. Review data integrity critical to the proper function of the ORBIT system and proper benefit and services to every member. The incumbent works with the Fire and Rescue units to assist them with reporting Turn-Around document packets. Position will process return of contribution for contributions request received. Work with other sections in the division to ensure accurate account information is maintained. Knowledge of Retirement laws related Fire and rescue. This position will work on a team to help strengthen current processes and recommend processes improvements to supports supervisor and the vision of the team. Respond to members questions via email or correspondence in a timely manner. The North Carolina Department of State Treasurer (DST) is seeking a highly motivated and detail-oriented Specialty Plans Analyst. This is a full-time position (40 hours per week) with State Benefits, including health insurance, paid vacation, paid sick time, paid holidays, as well as retirement. About us: The Retirement Systems Division administers the statutory retirement and fringe benefit plans as authorized by the General Assembly of North Carolina. These include the following eight major retirement plans: Teachers and State Employees Retirement System (TSERS), Teachers’ and State Employees’ Retirement System for Law Enforcement Officers (TSERS LEO), the Local Government Employees Retirement System (LGERS), Local Governmental Employees’ Retirement System for Law Enforcement Officers (LGERS LEO), the Legislative Retirement System (LRS), the Consolidated Judicial Retirement System (CJRS), the Optional Retirement Program (ORP), and the Fire and Rescue Pension Fund. 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 has free employee parking.

Requirements

Knowledge of Retirement laws related Fire and rescue.
Effective July 1, 2025, candidates now meet the minimum qualifications of a position if they have the minimum education and experience listed from the class specification.
High school diploma or General Educational Development (GED) diploma and four years of related administrative experience; or equivalent combination of education and experience.

Nice To Haves

Experience working on retirement accounts.
Experience independently resolves and/or develops recommendations for unprecedented issues and problems.
Experience interpreting guidelines, answers inquiries, and advises others regarding processes, services, and operations as applied to standard and non-standard situations.
Experience with Microsoft Office Word and Excel skills

Responsibilities

Processing incoming forms received from members of the Fire and Rescue Pension Fund.
Process incoming retirement applications and reviewing service accuracy
Processing the refund request of members within the fund whom choose to withdraw their contributions.
Review service history of members attempting to purchase previous withdrawn service.
Process retiree death benefits and line of duty death benefit of public safety officers
Reviewing, correcting information stored in the ORBIT system to verify and QC past service purchases, service calculations and roster service of members of the pension fund.
Review data integrity critical to the proper function of the ORBIT system and proper benefit and services to every member.
Works with the Fire and Rescue units to assist them with reporting Turn-Around document packets.
Process return of contribution for contributions request received.
Work with other sections in the division to ensure accurate account information is maintained.
Work on a team to help strengthen current processes and recommend processes improvements to supports supervisor and the vision of the team.
Respond to members questions via email or correspondence in a timely manner.
Calculation of retirement estimates and benefits
Member contact, inquiries, and correspondence.
Working with respective employers.
Transfers between systems; service audits; refunds; death benefits for active and retired members.
Present at outreach retirement conferences