Retirement Benefits Education Counselorr
Job Location:
Wake County, NC - USA
Monthly Salary:
Posted:
Application Deadline:
Vacancies:
Job Summary
Agency
Dept of State TreasurerDivision
Retirement DivisionJob Classification Title
Program Coordinator IV (S)Position Number
Grade
NC14About Us
Our mission is to preserve protect and sustain the states pension and healthcare plans generate investment returns in excess of comparable public pensions properly account for and report on all funds that are deposited invested and disbursed through the North Carolina Department of State Treasurer assure the financially sound issuance of debt for state and local governments maintain the states AAA bond rating and provide exemplary service across all divisions of the Department.
Description of Work
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.Knowledge Skills and Abilities/Management Preferences
*The anticipated hiring rate for this position is up to $67882 based on available funding and internal equity considerations.*
The Retirement Systems Division is seeking qualified candidates for the Retirement Benefits Education Counselorrole. a role centered on caring about the members. Supporting members answering their questions and helping them find resolutions is our top priority!This is a full-time position (40 hours per week) withState Benefits including health insurance paid vacation paid sick time paid holidays as well as retirement.
About Us
TheRetirement Systems Divisionadministers 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 Firemens and Rescue Workers Pension Fund.
TheRetirement Benefits Education Counselorprovides 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 otherRSDstaff 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.
Knowledge Skills and Abilities/Management Preferences
Qualified applicants must possess and application must clearly reflect work experience that demonstrates the following:
Experience inresearching and analyzingdetailed information.
Experience in interpretating NC general statues.
Experience in understanding business requirementsof retirement plans.
Experience incounselingstakeholdersthroughpresentations and webinars.
Inquiries and applications will be kept strictly confidential.
Salary Range - $52592.00 - $92036.00
Position is Subject to FLSA Overtime
This position may be assigned additional job functions as needed. This job description is not designed to cover or contain a comprehensive listing of activities duties or responsibilities that are required of the employee. Duties responsibilities and activities may change or new ones may be assigned at any time with or without notice based on business conditions or as required by the agency to fulfill its mission.
Minimum Education and Experience
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 years of directly related experience OR a combination of both. See for details.
The minimum Education and Experience is a bachelors degree from an appropriately accredited institution andthree (3) years of experience in the program related to the areaof assignmentor an equivalent combination of education and experience.
Important: This posting closes at 11:59:59 PM the night BEFORE the End Date above.
If you have student loans becoming a state employee includes eligibility for the Public Service LoanForgiveness Program. Visit to learn more.
This position currently qualifies for a hybrid telework option with routine office and remote workdays. The NC Department of State Treasurer trusts our employees to be self-motivated and successful in hybrid/remote roles. Telework options are subject to change at the discretion of management.
NC State Health Benefits:
The State of North Carolina offers excellent comprehensive benefits. Employees can participate in health insurance options standard and supplemental retirement plans and the NC Flex program (numerous high-quality low-cost benefits on a pre-tax basis). Employees also receive paid vacation sick and community service addition paid parental leave is available to eligible employees.
Visit the website forState Benefits
Supplemental and Contact Information
The North Carolina Department of State Treasurer (DST) is an Equal Opportunity Employerthat embraces an Employment First philosophy which consists of complying with all federallaws state laws and Executive Orders. We are committed to reviewing requests for reasonable accommodation at any time during the hiring process or while on the job. For more information about DST:NCTreasurer NC Treasurer.
DST uses the Merit-Based Recruitment and Selection Plan to fill positions subject to the State Human Resources Act with the most qualified individuals. Hiring salary will be based on relevant qualifications internal equity and budgetary considerations pertinent to the advertised position.
Application Process
Be sure to complete the application in its entirety. Resumes will not be accepted in place of completing this application.
- Information should be provided in the appropriate areas to include the following: Education including high school and all degrees obtained Work Experience and Certificates & Licenses. It is critical to our screening and salary determination process that applications contain comprehensive candidate information.
- Answers to Supplemental Questions are not a substitute for providing all relevant information within the body of your application. To receive credit for the supplemental questions you must provide supporting information within the Work Experience section of the application to support your answers.
- Applicantswillbe subject to a criminal background check.
- 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. Upon the closing date applications are Under Review and will be screened by Human Resources for qualified applicants. The hiring process may take several weeks.
- Degrees must be received from appropriately accredited institutions. Transcripts and degree evaluations may be uploaded with your State of North Carolina/Office of State Human Resources uses the National Association of Credential Evaluation Services (NACES) as a referral resource for applicants who need to have their credentials certified as equivalent.
- For a list of organizations that perform this specialized service please visit the NACES membership website at Credit Verification
Degrees must be received from appropriately accredited institutions. Transcripts degree evaluations and cover letters may be uploaded with your application.
Veterans and National Guard Preference
- Applicants seeking Veterans Preference must attach aDD-214 Member-4 Form(Certificate of Release or Discharge from Active Duty) to their applications.
- Applicants seeking National Guard Preference must attach an NGB 23A (RPAS) along with the state application if they are a current member of the NC National Guard in good standing.
- Applicants who are former members of either the NC Army National Guard or the NC Air National Guard with honorable discharge and six years of creditable service must attach a copy of the DD 256 or NGB 22 along with the state application.
ADA Accommodations
Consistent with the Americans with Disabilities Act (ADA) and the Pregnant Workers Fairness Act (PWFA) DHHS is committed to the full inclusion of all qualified individuals. As part of this commitment DHHS will ensure that people with disabilities or known limitations covered by the PWFA are provided with reasonable accommodation. If reasonable accommodation is needed to participate in the job application or interview process please contact the person indicated below.
Background Check
- The selected candidate will be subject to a criminal history background check through Castle Branch.
- 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).
- The selected candidate 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.
Contact Information:
If there are any questions about this posting other than your application status please email the NC Department of State Treasurer at .
The Department of State Treasurers 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 has free employee parking.
Minimum Education and Experience
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 the Education and Experience Equivalency Guide for details.
Bachelors 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.EEO Statement
The State of North Carolina is an Equal Employment Opportunity Employer and dedicated to providing employees with a work environment free from all forms of unlawful employment discrimination harassment or retaliation. The state provides reasonable accommodation to employees and applicants with disabilities; known limitations related to pregnancy childbirth or related medical conditions; and for religious beliefs observances and practices.
Recruiter:
Leonard C HarperRecruiter Email:
