ASSISTANT RETIREMENT BENEFITS EXAMINER

Key Responsibilities

• Daily review and maintain cases
• Calculate pensioners and beneficiaries' overpayments and Income Limitations
• Respond to call center requests or direct inquiries to other staff for their response
• Retrieve and report the deaths of pensioners and beneficiaries received via Lexis Nexis
• Enter, obtain, and/or update pensioner’s data and information into the appropriate computer system
• Perform a variety of administrative tasks such as typing letters, preparing documents for imaging, exporting scanned documents, creating a file for each case, and preparing various listings for use in determining eligibility requirements, and/or beneficiary entitlements
• Communicate, provide, and obtain information from members, beneficiaries, agencies, other NYCERS’ work units, and/or other retirement systems
• Review forms/applications and/or related materials for completeness and accuracy, prior to performing calculations
• Manage the daily check-mailing process, ensuring 100% accuracy in review and preparation

Minimum Qualifications

• An associate degree or completion of 60 credits from an accredited college, including or supplemented by 9 credits in mathematics, statistics, accounting, and/or actuarial science;
• A four-year high school diploma or its educational equivalent and two years of satisfactory full-time experience performing mathematical, statistical, actuarial or accounting computations in one or more of the following: a) a retirement or employee benefits plan; b) customer service in a financial institution; and/or c) in a position requiring the application of laws, rules and regulations and the use of statistical, actuarial or similar tables;
• A satisfactory combination of education and/or experience equivalent to “1” or “2” above. College education may be substituted for experience in “2” above on the basis that 30 semester credits from an accredited college may be substituted for each year of required experience.

Preferred Skills

• Strong analytical skills
• Capable of working in a high volume and fast-paced environment and be able to meet deadlines
• Written and oral communication skills should be clear and on a professional level
• Proficiency in Microsoft Excel and Word
• Adept accounting and quantitative finance skillset
• Knowledge of Salesforce, CRM management, and various retirement plans is preferred

55a Program

This position is also open to qualified persons with a disability who are eligible for the 55-a Program. Please indicate at the top of your resume and cover letter that you would like to be considered for the position through the 55-a Program.

Public Service Loan Forgiveness

As a prospective employee of the City of New York, you may be eligible for federal loan forgiveness programs and state repayment assistance programs. For more information, please visit the U.S. Department of Education’s website at https://studentaid.gov/pslf/.

Residency Requirement

New York City residency is generally required within 90 days of appointment. However, City Employees in certain titles who have worked for the City for 2 continuous years may also be eligible to reside in Nassau, Suffolk, Putnam, Westchester, Rockland, or Orange County. To determine if the residency requirement applies to you, please discuss with the agency representative at the time of interview.

Additional Information

The City of New York is an inclusive equal opportunity employer committed to recruiting and retaining a diverse workforce and providing a work environment that is free from discrimination and harassment based upon any legally protected status or protected characteristic, including but not limited to an individual's sex, race, color, ethnicity, national origin, age, religion, disability, sexual orientation, veteran status, gender identity, or pregnancy.