This is a provisional appointment.
Brief Job Description (essential functions of the job):
The Boston Retirement Board seeks to provide accurate, timely and consistent guidance and benefits to its members. Reporting to the Manager of Member Services, and in accordance with performance indicators such as quality of service and productivity, completes duties as assigned by the V3 workflow system and assists Senior Member Services Representatives in providing retirement services that encompass all transactions for the provision of benefit entitlements. Directly interacts with employers and outside agencies. Performs basic research and transactions independently in the V3 Benefits Administration system and requests assistance of the senior or Principal Member Service Representatives as required.
- Do intake and guides members through transactions for the provision of benefit entitlements. Processes member forms including, but not limited to: New Member Enrollment, System Refund (return of accumulated total deductions), Intent to Retire (ITR), Change of address, Change of Beneficiary, Application for Military Service Credit, and "Option D" (select beneficiary if death occurs before retire).
- Answers member questions related to the content in the Boston Retirement Board Guide and Chapter 32 or refers them to someone that can answer their question.
- Verifies that disbursements and transactions are free of liens or other restrictions and that they meet the requirements as set forth by legislation regarding lump sum distributions of accumulated deductions.
- Assists Senior Member Services Representatives and Principal Member Services Representatives to conduct research to verify and crosscheck data related to transactions.
- Identifies any issues or impediments to timely completion of a case and takes action to overcome those barriers including working with management to achieve resolution.
- Provides data and other information as requested by interdepartmental teams including Disability, Legal, Compliance, Reporting, etc.
- Provides related office support functions including filing, telephone coverage, data entry, and mail distribution upon request by senior management.
- Assists with special projects as assigned by senior management.
- Performs related work as required.
- Three (3) years of fulltime, or equivalent part-time, office experience in work in which the major duties included bookkeeping, accounting or payroll work. Successfully completed years of education in a recognized business school above the high school level, school of accounting or college or university with a major in bookkeeping or business administration may be substituted for the required experience on the basis of one year of such education for one year of the required experience.
- Knowledge of office practices and procedures; of filing and retrieval procedures. Knowledge of Massachusetts public employee's retirement laws and regulations (MGL Ch32) preferred.
- Ability to enter data and process transactions; to perform basic research and calculations necessary to retirement accounts; to communicate effectively orally and in writing; to follow oral and written instructions and department's best practice guidelines; to provide quality customer service in person and on the phone; to establish and maintain effective working relationships; to work effectively both as a team member and independently. Ability to exercise good judgment and focus on detail as required by the job.
Boston Residency Required
Union/Salary Plan/Grade: SEIU/RL-13
Hours per week: 35