The Retirement Assistant will report to the Retirement Administrator and will coordinate and administer the Beverly Employees Retirement
System member and retiree services.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Include the following; other duties may be assigned.
- Provide basic membership services to the active members, retirees and beneficiaries of the system, implementing the provisions of MGL Chapter 32.
- Responsible for ordering all office supplies and/or forms.
- Maintain a complete set of accurate member and retirees records using the PERA retirement software program.
- Post monthly retirement deductions to members’ annuity savings accounts andprepare monthly warrants.
- Calculate, process and track all buybacks, refunds and transfers.
- Process retirees’ bi-yearly benefit verification statements.
- Assist with processing of routine and retirement applications.
- Assist in the preparation and posting of monthly retirement payroll balances and notify changes to the City Payroll Department.
- Provide office support, i.e.: answer telephone, filing; assist with periodic mailings.
- Perform duties as prescribed by the Retirement Administrator and Retirement Board Members.
- Must possess strong mathematical, organizational and problem solving skills with strong attention to detail.
- Must possess strong interpersonal skills and the ability to communicate effectively with members and beneficiaries of the retirement system and various city department staff.
- Must be proficient in the use of personal computers, including word processing and Excel software.
- Ability to work in small quiet office environment.
- Ability to work independently.
- Good Attendance a must.
- Experience with the PERA Retirement software preferred.
- Ability to maintain confidential information. A high level of confidentiality is required.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit. The employee frequently is required to stand, walk, talk and hear. The employee is occasionally required to use hands to finger, handle, or feel objects, tools, or controls and reach with hands and arms, climb or balance or stoop.
The employee must lift and/or move up to 10 pounds. Specific vision abilities required by this job include the ability to adjust focus.
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually quiet.