State of Florida - AWI
RETIREMENT ANALYST I - 72003125
Posting Closing Date:
Retirement Analyst I
Division of Retirement/Benefit Payments/Retired Payroll Section
State of Florida Department of Management Services
This position is located in Tallahassee
Internal Agency Opportunity Only
The Florida Department of Management Services (DMS) is a customer-oriented agency responsible for managing various business-related functions throughout state government. Under the direction of Governor Rick Scott and DMS’ Executive Leadership Team, the agency oversees the real estate, procurement, human resources, group insurance, retirement, telecommunications, private prisons, and fleet and federal property assistance programs utilized throughout Florida’s state government. The Department of Management Services is relied upon to establish, maintain and improve the business processes used by state employees to create a better, not bigger government. The Department of Management Services facilitates the delivery of these programs and services and provides tools and training to bolster the efficiency and effectiveness of the state’s workforce. It is against this backdrop that DMS strives to demonstrate its motto, “We serve those who serve Florida.” Under the leadership of DMS Secretary Erin Rock, DMS’ employees embody four pillars on a daily basis: establishing a process-oriented mindset; challenging the status quo; creating efficiencies; and respecting state employees.
Occupational Profile for Retirement Analyst I – Position 72003125
Applicants will be hired at the minimum annual pay grade salary of $36,467.60
Preference will be given to applicants with experience in a retirement program at the Division of Retirement, Department of Management Services
This is highly complex and technical work in the analysis of retirement accounts. The incumbent exercises considerable judgment under the general supervision of an administrative supervisor. The incumbent must possess a comprehensive working knowledge and understanding of the philosophy and provisions of Florida Statutes relating to retirement, which may include Chapters 112, 121, 122, 123, 238, 250, 321, 175, and 185, and all administrative rules, policies, and procedures developed pursuant to such laws. The incumbent may also be required to possess a comprehensive working knowledge and understanding of the Internal Revenue Service (IRS) and Social Security Administration provisions relating to retirement programs. Duties and responsibilities are as follows:
Process accurate retirement payrolls, annual retirement cost of living adjustment, and annual 1099R tax reporting.
Research retirement topics related to benefit payments, cost of living adjustments, and required 1099R tax information.
Assist the Benefits Administrator with establishing policies and procedures which control the operation of the section, identifying areas of potential improvement, evaluating the section and making recommendations, assigning and monitoring the workflow in the section, provides feedback to section administrator on progress of trainees.
Develop, write, and update procedure and training manuals for the approval of the section administrator.
Serve as lead worker for complex accounts and make recommendations for database modifications.
Provide quality control review of complex legal retired payroll documents updated in IRIS and outgoing correspondence prepared by other staff by verifying data used in accounts on IRIS.
Train and direct professional employees in all aspects of benefit payroll processing , including: tax deduction, Health Insurance Subsidy (HIS) program, tax withholding, address changes, and processing legal documents.
Monitor the training of new staff and assist with staff development.
Assist with the section’s phone duty and counseling as needed.
Provide customer service that requires expert knowledge of the Florida Retirement System (FRS) and all existing systems, the Florida Statutes, rules, division policies, and any applicable Internal Revenue Service (IRS) codes that relate to retirement payroll processing, reporting annual income and tax deductions, and the HIS program.
Counsel customers of the FRS which may include; member, agencies, physicians, attorneys, etc.
Compose complex correspondence, memoranda, etc. to members and agencies. Prepare complete, accurate, and grammatically correct responses to customers’ inquiries by letter or email.
May participate in employee selection modules and make recommendations to supervisor about work deficiencies, problem areas, and corrective actions.
May develop and maintain templates and standard comments used in the section’s correspondence.
Participate in workshops, seminars, and training sessions for agencies.
Perform other duties as required.
Knowledge, Skills and Abilities:
Knowledge of personal computer use (hardware and software) for various automated applications. Knowledge of FRS statues and rules. Ability to understand and apply applicable rules, regulations, policies, and procedures relating to retirement and IRS programs. Ability to work independently. Ability to organize data into logical format for presentation in reports, documents and other written materials. Ability to utilize problem solving techniques. Ability to plan, organize and coordinate work assignments. Ability to establish and maintain effective working relationships with others. Knowledge of basic arithmetic. Knowledge of the principles and techniques of effective communication. Ability to collect, evaluate, analyze, and verify data relating to insurance or retirement benefits.
A bachelor’s degree from a college or university and 1.5 years of professional experience in the area of insurance, retirement or social security, administration, call center, customer service, fiscal work, statistics, personnel, or any combination thereof.
Professional experience in the areas described or any combination of the above, can substitute on a year-for-year basis for the required college education.
Supervisory experience a plus.
DMS is committed to successfully recruiting and onboarding talented and skilled individuals into its workforce. We recognize the extensive training, experience and transferrable skills that veterans and individuals with disabilities bring to the workforce. Veterans and individuals with disabilities are encouraged to contact our recruiter for guidance and answers to questions through the following provided email addresses.
An individual with a disability is qualified if he or she satisfies the skills, experience, and other job related requirements for a position and can perform the essential functions of the position with or without reasonable accommodation.
Candidates requiring a reasonable accommodation, as defined by the Americans with Disabilities Act, must contact the DMS Human Resources (HR) Office at (850) 488-2707. DMS requests applicants notify HR in advance to allow sufficient time to provide the accommodation.
Successful completion of background screening will be required for this position.
The State of Florida is an Equal Opportunity Employer/Affirmative Action Employer, and does not tolerate discrimination or violence in the workplace.
Candidates requiring a reasonable accommodation, as defined by the Americans with Disabilities Act, must notify the agency hiring authority and/or People First Service Center (1-866-663-4735). Notification to the hiring authority must be made in advance to allow sufficient time to provide the accommodation.
The State of Florida supports a Drug-Free workplace. All employees are subject to reasonable suspicion drug testing in accordance with Section 112.0455, F.S., Drug-Free Workplace Act.
VETERANS’ PREFERENCE. Pursuant to Chapter 295, Florida Statutes, candidates eligible for Veterans’ Preference will receive preference in employment for Career Service vacancies and are encouraged to apply. Candidates claiming Veterans’ Preference must attach supporting documentation with each submission that includes character of service (for example, DD Form 214 Member Copy #4) along with any other documentation as required by Rule 55A-7, Florida Administrative Code. Veterans’ Preference documentation requirements are available by clicking here . All documentation is due by the close of the vacancy announcement.
State of Florida - AWI
Website : http://www.floridajobs.org/