14 Nov 2016

Full-Time Retirement Specialist II

Karen BeardAnywhere

NOTE: This job listing has expired and may no longer be relevant!

Job Description





BROADBAND LEVELS: Level 1 – Pay Band 003

Level 2 – Pay Band 006

Level 3 – Pay Band 007

Level 4 – Pay Band 010


Occupational Profile for Retirement Specialist II – Position 72002817

Applicants will be hired at the minimum annual pay grade salary of $29,344.38

Applicants will be required to take a work sample to be considered further

This position is located in Tallahassee, Florida
Position Closes: 11/23/2016
To apply: https://jobs.myflorida.com/viewjob.html?optlink-view=view-946261&ERFormID=newjoblist&ERFormCode=any

This is a professional position with delegated responsibilities to provide quality control reviews, process or maintain retirement information. The incumbent must possess a comprehensive working knowledge and understanding of the philosophy and provisions of Florida Statutes relating to retirement, which may include Chapters 112, 121, 122, 123, 238, 250, 321, 175, and 185, and all administrative rules, policies, and procedures developed pursuant to such laws. The incumbent may also be required to possess a comprehensive working knowledge and understanding of the Internal Revenue Service (IRS) and Social Security Administration provisions relating to retirement programs. The incumbent is required to exercise considerable independent judgment under the general supervision of the Benefits Administrator. Duties and responsibilities are as follows:

Reviews and processes retirement applications, forms, or other documents. Determines membership eligibility, appropriate plan selection, benefit payments, or contribution rates, and the corresponding effective date. Calculates retirement data as needed. Maintains retirement data in IRIS, by accurately entering information into the division’s Integrated Retirement Information System (IRIS). Audits, corrects, and reconciles retirement data to ensure data integrity.

Composes complete, accurate, and grammatically correct correspondence, in accordance with applicable Florida Statutes, Florida Administrative Codes, and Internal Revenue Code regulations (if applicable). Interprets and applies applicable laws, rules, and regulations. Verifies audited retirement data for accuracy and completeness. Provides customer service by phone, email and personal interviews with members, employers and other stakeholders.

Trains Retirement Specialist I staff on specific retirement topics. Reviews outgoing correspondence for accuracy and completeness.

Performs other duties as required.

Knowledge, skills and abilities, including utilization of equipment, required for the position:

Knowledge of Statues, Rules, SMSOAP and SUSORP, Policies and Procedures.

Ability to review data for accuracy and correctness.

Knowledge of Microsoft Word and Microsoft Excel.

Knowledge of computer terminal and use of office automation system.

Minimum Qualifications:

• A bachelor’s degree from an accredited college or university and six months of professional experience in an insurance, retirement, social security, administration, call center, customer service, fiscal work, statistics, personnel, or any combination thereof.

• Experience in the areas described above can substitute on a year-for-year basis for the required college education.

Other job-related requirements for this position:

Adheres to safety awareness policies in the workplace, views safety videos when presented and attends required safety meetings. Practices lessons learned on a daily basis to avoid accidents.


The State of Florida is an Equal Opportunity Employer/Affirmative Action Employer and does not tolerate discrimination or violence in the workplace.

Applicants requiring a reasonable accommodation, as defined by the Americans with Disabilities Act, must contact the DMS Human Resources (HR) Office at (850) 488-2707. DMS requests applicants notify HR in advance to allow sufficient time to provide the accommodation.

This position is in the Career Service System.

The State of Florida and the Department of Management Services participates in E-Verify. This federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States.

DMS appreciates the service and sacrifices made by veterans and their family members. Further, DMS recognizes the immeasurable value veterans bring to the workplace and is committed to increasing the number of veterans that serve in its workforce.

VETERANS’ PREFERENCE DOCUMENTATION REQUIREMENTS HAVE RECENTLY CHANGED. To obtain revised and updated information on Veterans’ Preference documentation requirements, click here. Pursuant to Chapter 295, Florida Statutes, applicants eligible for Veterans’ Preference will receive preference in employment for Career Service vacancies and are encouraged to apply. However, applicants claiming Veterans’ Preference must attach supporting documentation with each application submission that includes character of service (for example, DD Form 214 Member Copy #4) along with any other documentation as required by Rule 55A-7, Florida Administrative Code. All documentation is due by the close of the vacancy announcement. Applicants may also fax their supporting documentation to People First at 1-888-403-2110.

The State of Florida supports a Drug-Free workplace. All employees are subject to reasonable suspicion drug testing in accordance with Section 112.0455, F.S., Drug-Free Workplace Act.

Successful completion of background screening will be required for this position

Job Categories: Featured and Finance. Job Types: Full-Time.

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