Retirement Technician Trainee

About the role

Do you enjoy math, solving puzzles, and helping others? Do you love to learn? If so, this position may be for you! The Pennsylvania State Employees' Retirement System (SERS) is seeking a motivated, inquisitive, and detail-oriented individual to serve as a Retirement Technician Trainee in our Benefits Determination Division. The employee in this position will be promoted to Retirement Technician upon successful completion of a one-year training program. Established in 1923, SERS is one of the nation's oldest retirement plans for public employees and manages the pension benefits of more than 246,000 employees and retirees for 96 public sector employers. In 2025, SERS paid more than $4.0 billion in benefits and managed nearly $50 billion in assets. Our mission is to prepare our members and participants to achieve financial security in retirement. We achieve this through focusing on our mission, acting ethically and with integrity, empowering our members, embracing innovation, fostering life work balance, modeling an inclusive and respectful workplace, valuing and developing team members, collaborating, and finding joy in our work.

Responsibilities

In this role you will be responsible for processing retirement and disability requests from the SERS regional counseling centers. This work involves reviewing various employment and earnings records to gather the necessary information required to compute the benefit calculations for each of our members. It requires a keen eye for detail and an ability to perform basic mathematic calculations.

• Application Review: Examine retirement and death benefit forms for accuracy, completeness, and compliance with guidelines
• Member Research: Research member history and employment records to confirm eligibility and validate data for benefit calculations
• Data Reconciliation: Correct and reconcile system information with verified records to ensure accurate payment results
• Payment Processing: Enter required data, apply appropriate methods, and prepare verified transactions for audit
• Benefit Calculation: Perform calculations and adjustments for retirement, disability, and death benefits
• Communication Support: Provide clear updates and information to members, representatives, and authorized parties

Qualifications

Minimum Experience and Training Requirements: Three years of experience in advanced clerical or technical work which includes or is supplemented by either one year of experience applying basic computer skills and techniques or three (3) credits