Job Description:

The Retirement Specialist position provides counsel to University employees, retiring members, and beneficiaries related to all benefit policies, practices, programs, and guidelines.

Job Duties:

• Discusses retirement benefits with current University employees, retiring members, retirees, and beneficiaries.


• Provides counsel to employees on all retirement benefit policies, practices, programs and guidelines, to include but not limited to employees commencing a leave of absence or those employees at all levels of retirement planning.


• Communicates with members effectively regarding their benefits via phone, email, and in person.


• Researches, resolves, and explains retirement issues with employees or retirees.


• Calculates pension benefits and verifies accuracy of existing pension calculator tools. Ensures regulatory compliance in all aspects of calculation, communication, and documentation.


• Performs various clerical duties requiring the use of independent judgment and analysis.


• Resolves routine employee/vendor benefits issues in a timely manner.


• May calculate retiree and vested terminated pension benefits as required and sends certificates detailing the calculation to the employee.


• Performs various duties as needed to successfully fulfill the function of the position.

Required Education and Experience: High School diploma or GED., AND:

• 12 months experience in Human Resources, Retirement benefits or related field.

Skills:

• Ability to conduct employee presentations.


• Ability to communicate verbally and in writing and build rapport with students, faculty and staff.


• Excellent organizational skills.


• Ability to compute payroll deductions and payroll adjustments for benefits.


• Ability to apply basic math skills.


• Knowledge of Federal and State tax laws and University policies.


• Ability to collect and analyze data.


• Basic problem solving techniques.


• Working knowledge of Microsoft Office (Word, Outlook, and Excel).


• Detail oriented for accuracy of data and information.


• Ability to handle multiple projects and deadlines.

Certifications: None

Advertised Physical Requirements:

• Physical: Sit for prolonged periods. 


• Use of a computer, calculator, and telephone.


• Ability to engage in repetitive motions.  


• Communicate effectively and listen.


• Environmental: Standard Office Environment.  


• Frequent exposure to pressure caused by deadlines and busy periods.


• Requires contact with Staff, Faculty, Students, other departments and University officials. 

Departmental Preferences: None

Supervision: None

Special Instructions: If you are selected as a final candidate for this position, you will be subject to The University of Oklahoma Norman Campus Tuberculosis Testing policy. To view the policy, visit https://hr.ou.edu/Policies-Handbooks/TB-Testing.

Why You Belong at the University of Oklahoma: The University of Oklahoma fosters an inclusive culture of respect and civility, belonging, and access, which are essential to our collective pursuit of excellence and our determination to change lives. The unique talents, perspectives, and experiences of our community enrich the learning, and working environment at OU, inspiring us to harness our innovation, creativity, and collaboration for the advancement of people everywhere.

Equal Employment Opportunity Statement: The University of Oklahoma, in compliance with all applicable federal and state laws and regulations, does not discriminate based on race, color, national origin, sex, sexual orientation, genetic information, gender identity, gender expression, age, religion, disability, political beliefs, or status as a veteran in any of its policies, practices, or procedures. This includes, but is not limited to, admissions, employment, financial aid, housing, services in educational programs or activities, and health care services that the University operates or provides.

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