Retirement Educator 2025-01321
Retirement Educator 2025-01321
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$ 4701 - 5224
1 Vacancy
Job Description
Description and Functions
Open Until FilledGENERAL DESCRIPTION:
This position is responsible for education and outreach to 700 employers across the state and over 69000 members of the eight defined pension plans and the 457 Deferred Compensation plan. Acts as a Wyoming Retirement System (WRS) liaison; instructs and guides numerous employers across the state on all matters associated with implementing WRS and state statute requirements for retirement. Without providing recommendations or advice delivers member education on WRS benefits investing for retirement and retirement planning to eligible employees through group seminars and oneonone counseling. Assists members daily by providing excellent customer service and guidance regarding individual retirement benefits and options.Human Resource Contact: Ryan Scheer / /
ESSENTIAL FUNCTIONS: The listed functions are illustrative only and are not intended to describe every function that may be performed in the job level.Delivers member education on all WRS benefits investing for retirement and retirement planning to eligible employees through group seminars and oneonone counseling without providing recommendations.
Generates mass mailings to employer liaisons to host seminars.
Works collaboratively with other departments within WRS on retirement initiatives and educational outreach.
Schedules upcoming events and contacts employer liaisons to promote WRS educational services and to schedule seminars.
Prepares handouts and materials for seminars.
Conducts data input for new enrollment or updates into the Deferred Compensation program.
Delivers approved educational seminars to eligible employees throughout Wyoming.
Responsible for customer service and individual counseling.
Organizes and schedules educational seminars.
Qualifications
PREFERENCES:
Preference will be given to candidates with finance knowledge and/or experience working directly with a retirement plan or 457 plan.
KNOWLEDGE:Knowledge of all of the WRS plans and their statutory obligations.
Ability to accurately assess other peoples needs to understand their goals objectives and knowledge levels.
Knowledge of investment theory and principles associated with retirement counseling.
Knowledge of teaching training educating and other instructional methods.
Ability to travel.
Skills to assist in the creation and development of educational material for the agency.
Ability to work independently with minimal supervision.
Knowledge of webbased meeting platforms such as Google Hangouts or Zoom.
Excellent customer service skills
Ability to develop and maintain constructive and cooperative working relationships with both state agencies and local governmental agencies including all school districts within Wyoming.
MINIMUM QUALIFICATIONS:Education:Bachelors Degree (typically in Finance)Experience:02 years of related work experienceCertificates Licenses Registrations:NoneOR
Education & Experience Substitution:
35 years of progressive work experience (typically in Finance) with acquired knowledge at the level of an Investment EducatorCertificates Licenses Registrations:
NoneNecessary Special Requirements
PHYSICAL WORKING CONDITIONS:Office setting
Some travel out of state may be required for conferences
Regular travel around the state of Wyoming will occur
NOTES:FLSA: Exempt
Hiring will be contingent upon the successful passage of a background check.
Supplemental Information
Visit our website: the State of Wyoming Classification and Pay Structure.
URL: State of Wyoming is an Equal Opportunity Employer and actively supports the ADA and reasonably accommodates qualified applicants with disabilities.
Class Specifications are subject to change. Please refer to the A & I HRD Website to ensure that you have the most recent version.
Employment Type
Full-Time
