Retirement Analyst

Job Summary

Job Responsibilities

• Calculate pension benefits and verify the accuracy of existing pension calculator tools. Ensure regulatory compliance in all aspects of calculation, communication, and documentation.
• Communicate with members effectively regarding their benefits via phone, email, and in person. Research, resolve, and explain complex member issues.
• Utilize workflow management tools such as the RPS pension administration system to perform data updates and conduct research. Occasional research of historical records (DVD data, microfiche, paper records) during the calculation process.
• Research, identify, and provide feedback on existing practices and documentation; participate in workgroup discussions, problem-solving committees, and program updates.
• Facilitate pre-retirement seminars to Milwaukee County employees. Present benefit information to new employees.
• Perform other duties as assigned.

Required Education, License/Certification and Experience

Preferred Qualifications

• Certified Retirement Counselor (CRC) preferred
• Certified Employee Benefit Specialist (CEBS) preferred
• Bilingual in English/Spanish preferred

Required Skills and Abilities

• Communicator: Strong oral and written communication skills, ability to comprehend written and oral instructions.
• Problem Solver: Analytical skills, intellectually curious, and able to learn and apply complex concepts.
• Organized: Independent, able to balance multiple responsibilities through prioritization.
• Professional: Committed to deadlines, close attention to detail.
• Discreet: Maintain sensitive and confidential information.
• Understand the need for accuracy and security of member data and records.
• NOTE: This ORIGINAL APPLICATION is open to qualified residents of the State of Wisconsin at the time of application. Candidates need to submit a full account of their training and experience (i.e., by submitting an up-to-date resume or by fully completing the application) during the application process and may also be asked to take additional written or performance tests as part of the selection process.
• A PPLICANTS MUST POSSESS MINIMUM QUALIFICATIONS AT TIME OF FILING APPLICATION
• Milwaukee County is committed to fostering an equitable working environment , free from discrimination and harassment , on the basis of any characteristic protected by law. We prohibit any form of discrimination , harassment based on race, color, religion, sex, gender, gender identity or expression, sexual orientation, pregnancy, pregnancy related condition, national origin, age, disability, FMLA status, sexual orientation, military status, marital status, or any other category or status that is now or in the future protected by federal, state, and local law. We maintain a drug-free workplace and perform pre-employment substance abuse testing, background checks and pre-employment physicals subject to job requirements. If special accommodations are needed, please contact 414-278-3936.