Retirement Assistant - General City Retirement Office

About This Position

Phoenix is the 5th largest city in the country, serving as Arizona's center of government, commerce, and culture. It is emerging in the new economy with strength in high technology, manufacturing, bioscience research, and advanced business services. Phoenix is a progressive city, brimming with sports and cultural attractions, distinctive restaurants, fascinating museums, diverse residential options, and endless outdoor opportunities.

The Retirement Office is currently seeking a dedicated professional to join their team as a Retirement Assistant. The department is comprised of 23 positions that are responsible for providing pension information to members of the City of Phoenix Employees' Retirement System (COPERS) and the Arizona Public Safety Personnel Retirement System (PSPRS). The City's Deferred Compensation Plans (401(a)/457(b)/PEHP) are also managed within the office. Each of the benefit functions in Retirement report to their respective Board of Trustees that are responsible for overseeing roughly $8 billion in retirement assets. The Retirement Office is comprised of three sections: Administration/Operations, Benefits, and Investments.

The Retirement Assistant Responsibilities Include

• Advising employees, retirees, and dependents regarding City provided benefit programs.
• Reconciling salary and service credit issues.
• Providing paraprofessional retirement counseling.
• Presenting retirement education and information at City sponsored classes and seminars.
• Calculating General City and Public Safety employees' pensions, retirement buy backs, refunds, governmental and military service purchases.
• Processing Arizona State Retirement System transfers.
• Working with city departments and external agencies.
• Assisting retirees with general questions and helping them complete tax, direct deposit and address changes.
  
  

The working hours for this position are 8:00 a.m. to 5:00 p.m., Monday through Friday and this position does not have the ability to work from home.

IDEAL CANDIDATE

• Ability to apply mathematical reasoning, deductive reasoning, and information ordering to solve complex mathematical problems.
• Ability to work directly and collaboratively with peers to identify solutions to complex challenges
• Ability to work independently and in tandem with peers, across organizational lines and in harmony with other team members and department leadership.
• Ability to communicate effectively with different groups/individuals.
• Ability to work in a fast paced, high volume, team environment, requiring organizational skills.
• Ability to conduct large group presentations as it relates to retirement.
• Flexibility with fluctuating deadlines.
• Knowledge of auditing and general accounting practices, attention to detail and documentation skills.
  
  

SALARY

Pay and Hiring Range: $26.18 to $36.84 per hour.

Pay Range Explanation

• Pay range is the entire compensation range for the position classification.
• Hiring range is an estimate of where you can receive an offer. The actual salary offer will carefully consider a wide range of factors, including your skills, qualifications, experience, education, licenses, training, and internal equity.
  
  

Benefits

A comprehensive benefits package is offered which includes:

• Traditional pension with employer and employee contributions, click here for more details: Pension Information
• 401(a) and 457 plans with employer contributions
• Choice of generous medical HMO, PPO, or HSA/HDHP plans
• Medical enrollment includes a monthly $150 City contribution to a Post-Employment Health Plan
• Wellness incentive of up to $720 annually
• Dental, vision, and life insurance options
• Employer paid long-term disability
• Free Bus/light rail pass
• Tuition reimbursement program up to $6,500 per year
• Paid time off includes 13.5 paid holidays, 12 vacation days, and 15 sick days and personal leave days
• Paid Parental Leave for eligible employees up to 480 hours (12 weeks) of paid leave for the birth, adoption, or foster care placement of a child during a 12-month period
• Federal Student Loan Forgiveness offered through Savi
  
  

For more details, visit: Unit 007 Benefits

Minimum Qualifications

• Four years of progressively responsible clerical experience of which one year must be at the paraprofessional level in the area of benefits, retirement and/or pensions
• OR Bachelor's degree in public or business administration or a related field
• Other combinations of experience and education that meet the minimum requirements may be substituted
• additional MQ only - paraprofessional level - delete this line in the JA
• All finalists for positions are subject to a criminal background check applicable to the department or position.
• For information regarding pre-screening and driving positions, click here.
• The City job description can be found here.
  
  

Preferred Qualifications

The minimum qualifications listed above, plus:

• One or more years of experience with pension/retirement/benefits or similar field.
• Customer service experience with the public and inter-governing agencies.
• Experience reconciling information from various source documents and records utilizing general analytical and arithmetic reasoning.
• Experience explaining technical matters/policy.
• Experience processing payroll transactions.
• Proficiency using word processing, spreadsheet, databases, and presentation software.
  
  

RECRUITMENT DATES

Recruitment closes June 17, 2026. All materials must be received by 11:59 p.m. on this date.

This is a position-based recruitment and will not result in any ongoing eligibility list. This recruitment and any selection processes resulting from this recruitment may be used to fill other related vacancies within the organization now or in the near future.

How To Apply

Apply online by completing the required information and attaching, as one document, your cover letter and resume. Please include your experience as it relates to the qualifications stated above. Only the highest qualified may be posted to the eligible to hire list. The results of the resume screening process will be sent to your primary email address.

WE ARE HERE TO HELP

• Job interviews may be held by video or audio conference.
• If you are in need of computer resources, click here for free options.
• Arizona at Work has frequent classes to help with resume writing, interviewing skills, and general career guidance. Click here for more information.
• Explore other Employment Opportunities with the City of Phoenix.
• Subscribe to receive e-mail notifications about new employment opportunities.
• If you require assistance at any stage of the application process due to an accessibility issue, please contact the Human Resources Department by phone at (602) 495-5700 or by text at (800) 367-8939. You may also fill out and submit a Reasonable Accommodation Request Form.
  
  

REFERENCE

Retirement Assistant, JC:05370, ID# 61934, 06/04/26,USM, DB, Benefits:007

Building the Phoenix of tomorrow.

#DoWorkThatMakesPhoenixWork

City of Phoenix is an equal opportunity employer. AmeriCorps, Peace Corps, and other national service alumni who meet the required qualifications are encouraged to apply.