Retirement Specialist I
3.
5 Santa Fe, NM Santa Fe, NM Full-time Full-time $37,029 - $59,246 a year $37,029 - $59,246 a year Salary $17.
80 - $28.
48 Hourly $37,029 - $59,246 Annually This position is a Pay Band 55 Posting Details THIS POSTING WILL BE USED FOR ONGOING RECRUITMENT AND MAY CLOSE AT ANY TIME.
APPLICANT LISTS MAY BE SCREENED MORE THAN ONCE.
Why does the job exist? This position is responsible for providing members with information regarding the New Mexico Educational Retirement Boards (NMERB) retirement process, eligibility requirements, membership statements, refund information, monthly benefit amounts, auditing and preparing retirement applications, tax withholding information, direct deposit information and NMERB website login issues.
How does it get done? This position is the first point of contact and primarily responsible for answering incoming calls, which includes effective and efficient telephone customer service to eliminate calls transferred.
This position will provide a high level of service to members of the NMERB by assisting them over the phone, in-person, and through email.
This position will provide information and referral services to members, administrative units and the general public.
In addition, this position will audit, review and enter member and retirement documents into NMERB's Browser system.
Who are the customers? New Mexico Educational Retirement Members Ideal Candidate The ideal candidate will have experience in the following:
Providing retirement counseling with regard to the Educational Retirement Act or Public Employees' Retirement Act Adhering to strict deadlines in a high volume office environment Working in a call center setting Dealing with difficult people and situations Minimum Qualification High School Diploma or Equivalency and one (1) year of direct experience in bookkeeping, retirement processing, benefits administration, and/or auditing.
Substitutions Apply.
See Substitution Table below.
Substitution Table These combinations of education and experience qualify you for the position:
Education Experience 1 High School Diploma or Equivalent AND # of months or years of experience specified in the minimum qualification 2 Associate's Degree AND Zero years of experience Education and years of experience must be related to the purpose of the position.
If Minimum Qualification requires a specific number of semester hours in a field (e.
g.
6 semester hours in Accounting), applicants MUST have those semester hours in order to meet the minimum qualifications.
No substitutions apply for semester hours.
Employment Requirements from the State of New Mexico or must pass and receive Defensive Driving Course Certification as a condition of continued employment.
Pre-employment background investigation is required and is conditional pending results.
Working Conditions Office setting; exposure to VDT's, CRT's or UV rays; use of personal computer, calculator, copier, data entry, microfilm/fiche, electric stamp; meet deadlines and multiple demands, interact with public or co-workers, work irregular hours or extended hours.
Supplemental Information
Benefits:
Do you know what Total Compensation is? Click here Agency Contact Information:
Brandon Ashida-SchwisowEmail For information on Statutory Requirements for this position, click the Classification Description link on the job advertisement.
Bargaining Unit Position This position is not covered by a collective bargaining agreement.
.
Estimated Salary: $20 to $28 per hour based on qualifications.
5 Santa Fe, NM Santa Fe, NM Full-time Full-time $37,029 - $59,246 a year $37,029 - $59,246 a year Salary $17.
80 - $28.
48 Hourly $37,029 - $59,246 Annually This position is a Pay Band 55 Posting Details THIS POSTING WILL BE USED FOR ONGOING RECRUITMENT AND MAY CLOSE AT ANY TIME.
APPLICANT LISTS MAY BE SCREENED MORE THAN ONCE.
Why does the job exist? This position is responsible for providing members with information regarding the New Mexico Educational Retirement Boards (NMERB) retirement process, eligibility requirements, membership statements, refund information, monthly benefit amounts, auditing and preparing retirement applications, tax withholding information, direct deposit information and NMERB website login issues.
How does it get done? This position is the first point of contact and primarily responsible for answering incoming calls, which includes effective and efficient telephone customer service to eliminate calls transferred.
This position will provide a high level of service to members of the NMERB by assisting them over the phone, in-person, and through email.
This position will provide information and referral services to members, administrative units and the general public.
In addition, this position will audit, review and enter member and retirement documents into NMERB's Browser system.
Who are the customers? New Mexico Educational Retirement Members Ideal Candidate The ideal candidate will have experience in the following:
Providing retirement counseling with regard to the Educational Retirement Act or Public Employees' Retirement Act Adhering to strict deadlines in a high volume office environment Working in a call center setting Dealing with difficult people and situations Minimum Qualification High School Diploma or Equivalency and one (1) year of direct experience in bookkeeping, retirement processing, benefits administration, and/or auditing.
Substitutions Apply.
See Substitution Table below.
Substitution Table These combinations of education and experience qualify you for the position:
Education Experience 1 High School Diploma or Equivalent AND # of months or years of experience specified in the minimum qualification 2 Associate's Degree AND Zero years of experience Education and years of experience must be related to the purpose of the position.
If Minimum Qualification requires a specific number of semester hours in a field (e.
g.
6 semester hours in Accounting), applicants MUST have those semester hours in order to meet the minimum qualifications.
No substitutions apply for semester hours.
Employment Requirements from the State of New Mexico or must pass and receive Defensive Driving Course Certification as a condition of continued employment.
Pre-employment background investigation is required and is conditional pending results.
Working Conditions Office setting; exposure to VDT's, CRT's or UV rays; use of personal computer, calculator, copier, data entry, microfilm/fiche, electric stamp; meet deadlines and multiple demands, interact with public or co-workers, work irregular hours or extended hours.
Supplemental Information
Benefits:
Do you know what Total Compensation is? Click here Agency Contact Information:
Brandon Ashida-SchwisowEmail For information on Statutory Requirements for this position, click the Classification Description link on the job advertisement.
Bargaining Unit Position This position is not covered by a collective bargaining agreement.
.
Estimated Salary: $20 to $28 per hour based on qualifications.
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