18 Nov 2016

Full-Time Retirement Specialist III

Karen BeardAnywhere

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

Job Description

Occupational Profile for Retirement Specialist III – Position 72002660

Applicants will be hired at the minimum annual pay grade salary of $32,696.82

Preference will be given to applicants with experience working at the Division of Retirement

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

This position is located in Tallahassee

Positions Closes: 11/29/2016

To apply: https://jobs.myflorida.com/viewjob.html?optlink-view=view-948221&ERFormID=newjoblist&ERFormCode=any


Prepares estimates of retirement benefits for members who are contemplating retiring or entering DROP. Prepares statement of accounts to reflect the contributions required to balance the members’ retirement accounts in accordance with the retirement systems and plans in which the members participated.

Provides customer service through counseling and personal interviews with members; and consultative and technical assistance to employment agencies; or investigates discrepancies for Third Party Administration and audit staff.

Determines the eligibility of members for service retirement, participation in the Deferred Retirement Option Program (DROP), approves retirement applications for DROP members and calculates retirement benefits for members and joint annuitants who qualify for retirement.

Audits and balances individual member accounts. Gathers and analyzes member information for verification of service credit, eligibility dates and retirement plans. Adjust contributions, salary and service credit in retirement accounts in which reporting errors have occurred for both active and retired members.

Serves on committees and in work groups to improve or maintain bureau or division wide administration of the retirement system.

Performs other duties as required.

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

Knowledge of principles and techniques of effective verbal and written communication and basic arithmetic. Ability to collect, evaluate and analyze data relating to retirement benefits. Understand and apply applicable rules, regulations, policies and procedures relating to retirement benefits. Compose correspondence; organize data into logical format; utilize problem solving techniques; work independently; perform basic arithmetical calculations; plan, organize and coordinate work assignments; communicate effectively verbally and in writing; establish and maintain relationships with others. Ability to operate a personal computer with proven proficiency in Word, or comparable processes.

Minimum Qualifications:

• A bachelor’s degree from a college or university and 1 year of professional experience in the area of insurance, retirement or social security, administration, call center, customer service, fiscal work, statistics, personnel, or any combination thereof.

• Professional experience in the areas described or any combination of the 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.

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.

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.

Successful completion of background screening will be required for this position.

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

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