Our Ability Jobs

Working Title: Senior Retirement Counselor

Job Class: Retirement Services Specialist Senior

Agency: Teachers Retirement Association

• Job ID : 79951

• Location : St. Cloud

• Telework Eligible : Yes

• Full/Part Time : Full-Time

• Regular/Temporary : Unlimited

• Who May Apply : Open to all qualified job seekers

• Date Posted : 09/04/2024

• Closing Date : 09/24/2024

• Hiring Agency/Seniority Unit : Teachers Retirement Assoc / Teachers Retirement Asc-MAPE

• Division/Unit : TRA Pension Administration

• Work Shift/Work Hours : Day Shift

• Days of Work : Monday - Friday

• Travel Required : Yes - Up to 20%

• Salary Range: $28.82 - $42.31 / hourly; $60,176 - $88,343 / annually

• Classified Status : Classified

• Bargaining Unit/Union : 214 - MN Assoc of Professional Empl/MAPE

• FLSA Status : Nonexempt

• Designated in Connect 700 Program for Applicants with Disabilities (https://mn.gov/mmb/careers/diverse-workforce/people-with-disabilities/connect700/) : Yes

The work you'll do is more than just a job.

At the State of Minnesota, employees play a critical role in developing policies, providing essential services, and working to improve the well-being and quality of life for all Minnesotans. The State of Minnesota is committed to equity and inclusion, and invests in employees by providing benefits, support resources, and training and development opportunities.

Teachers Retirement Association (TRA) has been administering pension coverage to Minnesota educators for decades, with a mission to help members and their beneficiaries plan for an independent and financially secure retirement. We are currently seeking job candidates with strong communication, interpersonal, and mathematical skills to serve as a Senior Retirement Counselor.

This position is part of TRA's Member Counseling & Outreach department and exists to help educators understand the value of retirement planning specific to TRA benefits. The role will deliver TRA benefit information to stakeholders via phone, video and in-person appointments to both individuals and groups. The incumbent hired will be required to explain and present TRA's available benefit options to Minnesota public schools’ educators. The incumbent will further perform a variety of calculations, both routine and complex.

This position is located in our St. Cloud, Minnesota office and will require the incumbent to work a schedule that includes in-person work. Additionally, travel may be required up to 20% of the role.

Minimum Qualifications

Three (3) years of experience providing customer service related to employee benefits administration, government benefits administration, accounting, payroll, finance, or insurance. A Bachelor’s degree in Business, Accounting, Finance, Math, Public Administration or a closely related field can substitute for one (1) year of experience.

Experience must demonstrate the following:

• Mathematical proficiency.

• Ability to interpret and apply laws and policies to work assignments.

• Ability to train, explain, and publicly present complex financial concepts to a variety of audiences.

• Ability to diagnose problems and recommend solutions for process improvement purposes.

• Ability to plan, organize, and successfully manage competing priorities.

• Strong oral, written, and interpersonal skills.

• Proficiency in using Microsoft Word, Excel, Outlook, Cisco WebEx, and/or equivalent software packages.

Successful candidates must also be able to secure own transportation for in-state business travel.

Preferred Qualifications

Experience performing financial or benefit counseling for members, employees, or clients.

Experience presenting complex financial concepts to diverse audiences and stakeholders.

Experience in delivering financial planning and educational material to adult audiences in a group or individual setting.

Experience working with or at Minnesota State Retirement System, Public Employees Retirement Association, or Teachers Retirement Association.

Possession of an Advanced Degree in communications, public administration, business, accounting, math, law, or a related field.

Physical Requirements

This position requires occasional transporting of articles such as file folders, ledgers and/or small tools. May be required to move or maintain a stationary position for long periods of time.

Additional Requirements

* Successful candidates must pass past-employer reference checks and a criminal background check. *

It is the policy of TRA that all finalist(s) submit to a background check prior to employment. The background check may consist of the following components:

• State of Minnesota state government employment records check (applies to current and past State of Minnesota state government employees only)

• Criminal History Check

• Employee Reference Check

• Social Security and Address Verification

• Education Verification

• Driver's License Check

AN EQUAL OPPORTUNITY EMPLOYER

Minnesota State Colleges and Universities is an Equal Opportunity employer/educator committed to the principles of diversity. We prohibit discrimination against qualified individuals based on their race, sex, color, creed, religion, age, national origin, disability, protected veteran status, marital status, status with regard to public assistance, sexual orientation, gender identity, gender expression, or membership in a local commission as defined by law. As an affirmative action employer, we actively seek and encourage applications from women, minorities, persons with disabilities, and individuals with protected veteran status.

Reasonable accommodations will be made to all qualified applicants with disabilities. If you are an individual with a disability who needs assistance or cannot access the online job application system, please contact the job information line at 651-259-3637 or email careers@state.mn.us . Please indicate what assistance is needed.