New Retirement Account Representative

Compensation: $23.28 $24.10/ hr.

Work Schedule: 8:00am-5:00pm Monday through Friday (Onsite)

General Summary: Under the direction of the assistant director, Member Benefits Processing and the manager, Member Benefits Processing, accurately document and calculate a variety of benefit payment applications, including service retirement, disability, required minimum distributions and account recalculations. Ensure timely and accurate benefit administration by reviewing member records, coordinating with internal departments and external retirement systems and delivering high?quality service to State Teachers Retirement System of Ohio (STRS Ohio) members. Summary of Responsibilities: Review and analyze member records and service retirement applications to ensure completeness, accuracy and eligibility. Establish partial payment schedules and catch-up payments as needed. Analyze member records and applications to pay disability benefits and account transfers to Ohio Public Employees Retirement System (OPERS) and School Employees Retirement System (SERS). Prepare benefit estimates as needed. Ensure accurate set up of tax withholding deductions (federal, state, school district), direct deposit information and split payment deductions for overpayment recovery. Monitor pending service retirement, disability and other systems' pays applications and conduct appropriate and timely follow-up to obtain outstanding information. Work with other internal departments to resolve outstanding issues to finalize benefit payments. Analyze deposit and service reports and verify service credit and final average salary to ensure accurate benefit payments. Respond to member inquiries regarding retirement and disability application processes, requirements, and eligibility criteria. Document interactions in the member record. Identify reemployment violations and collect benefits not due to the member. Process member changes (name, address, tax withholding, direct deposit information) for pending service retirement accounts. Review the partial payment exception report and resolve issues to ensure payments are made or held as appropriate. Request and review final joint system information. Add the information to the member account for a combined benefit calculation. Take ownership of member issues and processing challenges, escalating to management when necessary. Participate in special projects as assigned. The above list of duties is intended to describe the general nature and level of work performed by persons assigned to this classification. It is not to be construed as an exhaustive list of duties performed by the persons so classified, nor is it intended to limit or modify the right of any supervisor to assign, direct and control the work of associates under supervision. Summary of Qualifications: High school diploma or equivalent required. Associate degree in business or related field preferred. Three years' relevant experience may substitute for a degree. Ability to evaluate data provided by members and contained within member records to handle all aspects of benefit payment applications, including but not limited to determining eligibility, calculating benefits and assessing the cost of services available for purchase. Ability to handle multiple priorities including regular workload and additional assigned tasks. Ability to work with and preserve confidential information required. Above average oral and written communication skills required. Interpersonal skills necessary to deal effectively and courteously with internal and external contacts required. Excellent organizational skills and a high degree of accuracy and attention to detail required. Ability to work independently and in a team environment while meeting deadlines with minimal direct supervision required. Proven ability to operate Microsoft Office programs and standard office equipment required. Excellent work record of attendance, punctuality and the ability to maintain a flexible work schedule to meet business needs. Occasional evening, weekend and non-regular work hours may be required. Equal Employment Opportunity Employer Statement State Teachers Retirement System of Ohio (STRS) is an Equal Employment Opportunity Employer and prohibits discrimination and harassment of applicants or employees on the basis of race, color, religion, gender, gender identity or expression, national origin (ancestry), military status, disability, age, genetic information, sexual orientation, or caregiver status, in making employment-related decisions about an individual. Visa/Sponsorship To be offered a position with STRS Ohio, you must be either a U.S. citizen or possess proper legal authorization to work in the U.S. for the type of job you are seeking. This position is not eligible for visa sponsorship. Applicants must be authorized to work in the United States without the need for visa sponsorship. ADA Statement STRS Ohio is committed to ensuring access, inclusion, and reasonable accommodations across all its services, activities, programs, and employment opportunities in accordance with the Americans with Disabilities Act (ADA) and other applicable laws. Posting Drug-Free Workplace Statement The State Teachers Retirement System of Ohio (STRS Ohio) is a drug-free workplace. The use of recreational marijuana and non-medical cannabis is strictly prohibited. Pre-Employment Drug Testing All final candidates tentatively selected for employment will be required to undergo a urinalysis drug screening prior to appointment. This screening includes testing for illegal substances, including marijuana. A positive test result will disqualify the applicant from employment unless valid medical documentation is provided for legally prescribed medications or a physician's recommendation for medical marijuana. Pre-Employment Background Investigation The final candidate selected for this position will be subject to a criminal background check. STRS Ohio will conduct an individualized assessment of any prior criminal convictions before making a determination regarding employment eligibility.