Retirement Specialist - Gwinnett Retirement System

License and Certification Qualifications:

• None (Required)

Education Qualifications:

• H.S. Diploma or General Education Degree or equivalent (Required)
• Bachelor's Degree in related field (Preferred)

Experience Qualifications:

• 3 years of payroll, HR, administrative, and/or accounting experience (Required)

Skills Qualifications:

• Ability to write reports and business correspondence
• Ability to apply mathematical concepts such as fractions, percentages, ratios, and proportions to practical situations
• Ability to solve practical problems
• Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form
• Ability to utilize Microsoft Outlook, PeopleSoft, and Microsoft applications at an advanced level
• Ability to exercise independent judgment
• Ability to communicate with others in an effective and tactful manner

Primary Responsibilities:

Responsible for maintaining and supporting the Gwinnett Retirement System (GRS) payroll processes, meeting the issued deadlines for retiree and long-term disability (LTD) payrolls, and providing assistance to the Lead Financial Systems Specialist and other GRS staff.

 

• Provide support to the Lead Financial Systems Specialist in implementing GRS plan initiatives.
  • Possess ability to successfully operate PeopleSoft programs and tables.
  • Possess knowledge of all areas of GRS payroll.
• Process all GRS payroll actions.
  • Run final calculations and pull pay schedules for all retirees added to GRS payroll
  • Key all maintenance on GRS payroll with accuracy and speed.
  • Maintain accurate participant data in GRS systems.
  • Monitor and audit GRS payroll monthly activities for accuracy.
  • Work with GRS staff to meet all payroll schedules.
• Process all GRS optional benefit changes.
  • Produce and audit reports and queries to verify and ensure retirees are enrolled in correct benefits with accurate deductions.
  • Complete monthly optional benefit reconciliation and resolve any issues.
  • Address retiree concerns and work with necessary internal and external parties to resolve issues.
  • Act as liaison between GRS/retirees and benefit vendors.
• Manage GRS deceased monitoring process
  • Monitor and process deaths of GRS participants
  • Coordinate with necessary internal departments and external vendors to develop an efficient deceased monitoring system to securely receive notification of deaths.
  • Continuously review death monitoring system to ensure process is fully functional and completed timely.
  • Continuously maintain and improve deceased monitoring system.
  • Generate, process, and audit death file
• Serve as primary contact for GRS terminated vested participants
  • Process projection and retirement requests from terminated vested participants
  • Determine eligibility, run retirement projections, and communicate retirement benefit options.
  • Process all approved Terminated Vested Immediate GRS retirement benefits for payment.
  • Run Terminated Vested Normal Retirement Age process.
• Record maintenance
  • Scan all GRS Payroll documents into electronic records system
  • Verify accuracy of scanned documents.
• Receive and process incoming telephone calls, mail, and e-mail.
  • Manage the Gwinnett Retirement System Financial Systems primary telephone line
  • Manage the Gwinnett Retirement System Financial Systems e-mail box.
  • Research, review, and respond to inquiries in an accurate and timely manner.
• Assist with new projects as assigned.

Physical Demands:
While performing the duties of this job, the employee is required to stand, walk, negotiate stairs, climb ladders, reach with hands and arms, talk, and hear, manipulate tools and small items with hands, and lift and transport up to 50 pounds over short distances. The employee is required to operate a motor vehicle in performance of duties. Specific vision abilities required by this job include close vision, distance vision, and color vision. The employee may be subjected to a wide range of ambient temperature and humidity conditions while working on equipment under varying conditions including overhead work and work in confined spaces. Potential hazards of this position include working with electricity, working with heat and noise producing machinery and equipment, working on elevated equipment using ladders or other lifting devices, and use of chemicals and solvents. Reasonable accommodations will be made for individuals with specific disabilities.