Requisition No: 816107

Agency: Management Services

Working Title: RETIREMENT ANALYST II - 72002465

Position Number: 72002465

Salary: $42,995.59 - $44,308.16

Posting Closing Date: 03/05/2024

Retirement Analyst II

Division of Retirement

State of Florida Department of Management Services

This position is located in Tallahassee, FL

Division of Retirement:
The mission of the Division of Retirement is to deliver a high quality, innovative, and cost-effective retirement system to Florida Retirement System (FRS) pension plan members and their employers, so FRS members can plan for their financial future. The FRS is the fourth-largest public state retirement system in the nation, one that is comprised of more than one million active and retired employees. We strive to exceed our customer’s expectations by providing accurate and timely information to assist customers in making informed retirement decisions… that’s where you come in!

The Work You Will Do:
As a Retirement Analyst II, you will analyze and approve the audit, balancing and subsequent calculations of member accounts by professional employees for accuracy. Ensures that proper service credit has been given under each retirement system and plan, verifies members' eligibility to claim retirement credit for additional types of service, the required contributions and interest have been accurately calculated and paid as required and that the proper documentation for all actions taken and determinations made are contained in the file. Also verifies all audits of transfer of moneys between and within member accounts due to reporting and other errors in the account.

The Difference You Will Make:
You will be an integral part of the retirement team by helping to fulfil the division’s mission of providing accurate and timely information to assist customers in making informed retirement decisions while ensuring fiscal integrity of retirement funds.

The Benefits of Working for the State of Florida:

Working for the State of Florida is more than a paycheck! Our staff enjoys top tier benefit offers including comprehensive health coverage, annual and sick leave benefits, and retirement plan options, including the FRS Pension Plan and the FRS Investment Plan. To learn what the State can offer you and your family, please visit the MyBenefits website. As an additional benefit, state employment affords you the opportunity to take part in the tuition waiver program within the state university and community college systems.

Your Specific Responsibilities:

Specific key responsibilities include, but are not limited to, the following:

Serve as lead worker for professional employees on problem accounts and overseeing their work. Supports and assists the section administrator in assigning and monitoring the workflow in the section, production reports, etc. Effectively assume responsibilities of the section administrator during the administrator's absence by approving leave and monitoring section personnel activities. May participate in employee selection modules, performance reviews and make recommendations to supervisor about work deficiencies, problem areas, and corrective action.

Provide customer service that requires expert knowledge of the Florida Retirement System (FRS) and all existing systems, the Florida Statutes, rules, and division policies. Serves as a resource person for other staff. Compose complex correspondence, memoranda, etc. to members and agencies. Develop and write procedures and updates procedures for the approval of the section administrator.

Required Knowledge, Skills, and Abilities:
Knowledge of principles and techniques of effective verbal and written communication and basic arithmetic.Ability to review data for accuracy; identify errors and take corrective action; collect, evaluate, analyze and verify data relating to retirement benefits; understand and apply applicable rules, regulations, policies and procedures relating to retirement benefits; train others; organize data into logical format; utilize problem solving techniques; work independently; perform basic arithmetical calculations; plan, organize and coordinate work assignments; communicate effectively verbally and in writing; and establish and maintain effective working relationships with others. Ability to operate a personal computer with proficiency in Word, or comparable processes. Accountability, Communication, Empowerment, Flexibility, Integrity, Respect, Teamwork.

Minimum Qualifications:

Six years of professional experience in the area of insurance, retirement or social security, administration, call center, customer service, fiscal work, statistics, or personnel. A postsecondary degree may be used as an alternative for years of experience on a year-for-year basis.

Our Organization and Mission:

The Department of Management Services (DMS) is a customer-oriented agency responsible for managing the various business and workforce-related functions of state government. Under the direction of Governor Ron DeSantis and the DMS Executive Leadership Team, the agency oversees the real estate, procurement, human resources, group insurance, retirement, technology, telecommunications, private prisons, fleet, and federal property assistance programs utilized throughout Florida’s state government. It is against this backdrop that DMS strives to demonstrate its mission, “We serve those who serve Florida.” Under the leadership of DMS Secretary Pedro Allende, DMS employees embody four pillars on a daily basis: lead by example, serve with excellence, create efficiencies, and challenge the status quo.

Special Notes:
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:
DMS.Ability@dms.myflorida.com
DMS.Veterans@dms.myflorida.com
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. Certain service members may be eligible to receive waivers for postsecondary educational requirements. 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.