Retirement Benefits Education Counselor

North Carolina Retirement System • Wake County, NC • $50.63k - $88.61k / year • 5d ago

The Retirement Systems Division is hiring Retirement Benefits Education Counselor that cares about the members and their questions and moving them to find a resolution is our top priority and what we need to add to our growing team!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 six major retirement plans: Teachers’ and State Employees’ Retirement System, the Legislative Retirement System, the Local Governmental Employees’ Retirement System, the Consolidated Judicial Retirement System, the Optional Retirement Program, and Firemen’s and Rescue Workers’ Pension Fund.

The Retirement Benefits Education Counselor provides subject matter expertise on retirement benefit matters such as retirement processes, statutory provisions, communicating new policy initiatives and legislation through counseling, researching and mediating as well as by responding to time sensitive and complex inquiries from active and retired state and local employees, beneficiaries, employing agencies and the general public. Assistance is also provided by means of conducting retirement education presentations, retirement webinars and simulcasts, monthly employer training, one-on-one retirement counseling for retirement system members and employers, answering retirement and benefit related correspondence and e-mail inquiries from employers, members and beneficiaries, providing final agency decisions and processing Domestic Relation Orders, Affidavits and other legal documentation.

Duties & Responsibilities

Educates, counsels, and advises on the benefit programs, eligibility, options, and provisions to members, their dependents, and other involved parties of their retirement benefits over the phone, through email or in typed-written letter form, virtually through a webinar, by conducting one-on-one counseling appointments, and/or by a retirement education conference.
Assessing situations, explains and applies interpretation of statutes as needed.
Receive and prepare information to respond to subpoenas that may have a variety of purposes, ensuring that proper processes are followed and review is given as necessary.
Prepare and resolve issue relative to divorce affidavits, and domestic relations orders.
Position is responsible for gathering the necessary information on an overpayment situation and communicating/negotiating with the member on the payment options.
Communicates information thoroughly and effectively in writing by composing and preparing written response to letters, emails, and telephone requests from members and agencies.
Effectively trains and counsels others both members and other RSD staff on Orbit Self Service, understanding statutes, navigating retirement-on-line and on any other retirement/benefit issues as requested or needed.
All other duties as assigned.

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 offers a competitive benefit package, and has free employee parking!Qualified applicants must possess, and application must clearly reflect work experience that demonstrates the following:

Experience in researching and analyzing detailed information.
Experience in interpretating NC general statues.
Experience in understanding business requirements of retirement plans.
Experience in counseling stakeholders through presentations and webinars.

Some state job postings say you can qualify by an “equivalent combination of education and experience.” If that language appears below, then you may qualify through EITHER years of education OR years of directly related experience, OR a combination of both. See oshr.nc.gov/experience-guide for details.

Bachelor s degree from an appropriately accredited institution and three (3) years of experience in the program related to the area of assignment, or an equivalent combination of education and experience.

* PLEASE SUBMIT YOUR APPLICATION ON-LINE USING THIS WEBSITE *

This position is subject to a criminal history background check through CastleBranch. In addition, one or more of the following may also be reviewed, depending on the nature and requirements of the position: employment history, professional references, credit history, and educational verification (i.e., degree, license, or official transcript). Applicants will be required to pass the background check to the satisfaction of the North Carolina Department of State Treasurer. All offers of employment are conditional until the satisfactory completion of the background check.

This office uses the Merit-Based Recruitment and Selection Plan to fill positions with highly qualified individuals. All applicants must complete and submit a State application for employment using the NEOGOV Online Job Application System (OSHR - Work for NC) for the State of North Carolina. To receive credit for your work history and credentials, you must list the information on the online application form. Any information omitted from the application cannot be considered in screening for qualifying credit. Attached or incorporated resumes (including Text resumes on application form) WILL NOT be used for screening for qualifying credit. Please make sure you complete the application in full. For additional information about applications and processes with the state of NC Please visit: How Do I Get the Job

The State of North Carolina, and the Department of State Treasurer, is an Equal Opportunity Employer:

Applicants requesting and receiving an accommodation under the Americans with Disabilities Act (ADA) are eligible to submit paper applications via mail or by fax reference the contact information below. All applicants should indicate the position number and job title in the section "Jobs Applied For".
Applicants seeking Veteran's Preference must attach a DD 214 Form, Certificate of Release or Discharge from Active Duty along with your application.
Applicants seeking National Guard Preference
- North Carolina Army National Guard
- North Carolina Air National Guard
  - Must attach a copy of the NGB 23A (RPAS) or a copy of the DD256 or NGB 22 along with your application.

"See Resume" or "See Attachment" will NOT be accepted and will be considered an incomplete application and will not be processed. Other attachments will also be accepted, but not used in screening for qualifying credit.

Please note, foreign degrees require an official evaluation for U.S. equivalency, and must be submitted to Human Resources for verification. There are several organizations that perform this specialized service, feel free to use any service of your choosing. For your convenience a couple are listed below:

International Education Research Foundation - (310) 258-9451 orwww.ierf.org
World Education Services Inc. - (212) 966-6311 orwww.wes.org

Due to the volume of applications received, we are unable to provide information regarding the status of your application over the phone. To check the status of your application, please log in to your account and click "Application Status". It is not necessary to contact the Human Resources Office to check the status of an application.

If you are having technical issues submitting your application, please call the NeoGov Help Line at 855-524-5627. If there are any questions about this posting, other than your application status, please email Department of State Treasurer at HR@nctreasurer.com.

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