Retirement Analyst I (Finance)
JOB SUMMARY
PERA's Member Services Division provides the administration and related member services of PERA's defined benefit program. This position contributes to the day-to-day account operations and member transactions. Responsibilities include verifying, calculating, and auditing member account information for processing benefits according to legal and regulatory compliance standards.
IDEAL CANDIDATE
Our ideal candidate is a team player who is detail oriented with a strong analytical aptitude. We are looking for someone that can manage their work while balancing accuracy and efficiency, displays a positive attitude, and has a passion for providing excellent customer service. If you are an independent, self-starter with the ability to analyze data, focus on detail, and communicate complex information effectively with a variety of people, this may be a great fit.
ESSENTIAL FUNCTIONS
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Determines benefit program eligibility based on member/retiree data and compliance with state and federal statutes and rules governing PERA
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Calculates and evaluates various retirement benefits, such as: service credit, monthly benefit payments, service credit purchase agreements, disability, and survivor
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Utilizes analytical reasoning skills and proactive research methods to assist with and prepare for member interactions
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Comprehends and communicates about PERA's benefit plans, insurance programs, and retirement readiness
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Effectively manages and prioritizes work while maintaining a high level of accuracy in work product
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Prepares reports and presents account information in a meaningful and logical manner
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May be assigned to a process team in a specialty area such as disability or survivor benefits
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Able to tailor and deliver presentation of basic financial concepts and technical expertise dynamically to match member's or retiree's understanding and needs
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Researches and resolves escalated issues while adhering to federal or state statute, PERA Rules, and internal procedures and/or escalates to manager as appropriate
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May work on projects within Member Services, requiring balancing independent work and team projects to achieve divisional and organizational goals and objectives
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Participates in training and educational opportunities for ongoing professional development
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Responsible for data entry, information retrieval, and outgoing correspondence
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Provides technical knowledge for complex or escalated issues that arise from member inquiries from customer service call center
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Responsible for meeting division metrics and standards as set forth by management
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Acts with a sense of urgency and accountability to meet assigned deadlines
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Maintains regular and prompt attendance in the workplace
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Carries out other duties as assigned
QUALIFICATIONS
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A combination of education and experience equivalent to 1 year of insurance or benefits administration; bachelor's degree preferred
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Strong verbal and written interpersonal communication skills
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Ability to learn, interpret, and communicate state statutes, rules, and procedures in a manner easily understood by persons not familiar with the subject
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Demonstrated approach to handling sensitive and/or confidential information in a professional manner
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Analytical and detail-oriented
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Ability to prioritize, organize, and work with minimal supervision
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Capable of working successfully both independently and within a team-focused environment
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Knowledge of databases, personal computer applications, and related business software
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Professional business demeanor
WORKING CONDITIONS
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Standard office environment with regular telephone communication, computer operation, and other office productivity machinery, such as a copy and printer machine
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Occasional travel by car as necessary for business purposes
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Occasional positioning or moving materials in excess of 20 pounds
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All employees are expected to present themselves in a professional manner in alignment with the financial services industry
HYBRID WORK OPTION
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Opportunity to work from home up to two days per week. Eligibility dependent upon factors detailed in PERA's Work from Home Policy.
JOB DESCRIPTION DISCLAIMER:
This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of an employee. Duties, responsibilities, and activities may change or new ones may be assigned with or without notice.
Unfortunately, at this time, we cannot consider candidates that require sponsorship (now or in the future), or are located outside of the US.
All Colorado PERA employees are subject to PERA's Ethics Policy and some employees are subject to the Personal Trading Policy. These policies include restrictions on outside business activities and employment and have certain requirements on personal trading. You may request copies of these policies from PERA's talent acquisition team and any questions can be answered by PERA's Investment Administration team.
INTERESTED CANDIDATES
Complete the employment application online at https://www.copera.org/careers. Please have copies of your resume and cover letter available to upload. Please review the following questions. You will be asked for a response to these as part of your application:
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Describe your ideal work environment. Please include: What tasks do you enjoy? What tasks do you dislike? What do you enjoy about your current work environment?
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Please describe a time when you were responsible for managing multiple tasks in a fast-paced environment while ensuring strong attention to detail. How did you prioritize your tasks and ensure all work was completed thoroughly?
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Describe a situation where you had to verbally explain a difficult concept to someone not versed in the subject matter. How were you able to adapt your communication style to convey the concept in a way they could understand?
Upon submission of your application you will be provided a link to a multiple choice pre-employment assessment. You may complete this assessment immediately following your application submission or you may log into your account and complete this at a time which works better for you. The skills assessment must be completed to be considered for this position.
ABOUT COLORADO PERA
Looking for a career where you can make a difference? Colorado PERA offers benefit services to public employees across Colorado, including teachers, state troopers, snowplow drivers, correctional officers and many others who provide valuable services. As Colorado's largest pension plan, we serve and educate over 600,000 members who are former and current public employees.
At PERA you will earn more than a paycheck. PERA is a culture where you can grow your potential and work in an inclusive environment, where diverse perspectives are valued. We hire exceptional employees and recognize that our people are our best asset. Not only do we make sound investments for our members, PERA invests in our employees' growth through training and leadership opportunities.
To promote wellbeing, we offer hybrid or flexible working options for most roles and a total rewards and benefit program including health, dental and vision coverage - eligibility starts the first day of the month following the date of hire for most plans; generous paid time off and volunteer hours; pension and retirement plans, including PERA's defined benefit plan, 457 defined contribution plan, and 401(k) employer match, as applicable; tuition assistance; free, convenient on-site parking or RTD subsidy; free on-site fitness center to stay active; employee assistance program; training, leadership and mentoring programs and more. PERA is a Public Service Loan Forgiveness qualifying employer.
To learn more about life at PERA, watch this video or visit www.copera.org/careers.
Position Title: Retirement Analyst I
Division: Member Services
Reports to: Member Services Manager
Job Status: Full Time / Non - Exempt
Salary: $27.25 to $33.25 per hour, commensurate with experience
Posting Dates: 02/28/2025 - 03/16/2025
