Fiscal Specialist - Retirement

Summary

This person maintains active and retired members’ files, consults with terminating employees re: options available, and prepares checks for new retirees, and active and retired deaths

Essential Duties And Responsibilities

• Maintains liaison with the Treasurer’s Office, Human Resources Department and Payroll.
• Answers the Retirement Office telephone and emails, handles retirement office correspondence.
• Answer retirees’ questions and concerns, if appropriate refers them to the manager.
• Responsible for manual check production & distribution.
• Coordinates pension refunds & death benefits distributions.
• Responsible for vesting correspondence & paperwork,
• Responsible for collection of information on new hires and their enrollment into the pension system.
• Responsible mail distribution & maintain files.
• Maintain high confidentiality of information.
• Perform other administrative duties as assigned.
  
  

Qualification Requirements

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• High School graduate, college preferred.
• Minimum three (3) years of office support experience.
• Ability to acquire a working knowledge of the rules and procedures governing the county’s pension plan.
• Excellent oral and written communications skills.
• Team player.
• Proficient in Word and Excel.
• Ability and desire to learn the Pension Administration System ( A user friendly Database system).
  
  

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to stand; walk; sit; and talk and hear The employee is occasionally required to use hands to finger, handle or feel objects, tools or controls; reach with hands or arms; and stoop, kneel, crouch or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision and depth perception.

WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential function.

The noise level in the work environment is usually moderate.