Working After Retirement Operations Specialist – Retirement Services

Minimum Qualifications & Education

• Bachelor’s degree from a four‑year accredited college OR
• Three years of equivalent experience in financial services or a business environment
• Or a combination of education and relevant work experience

Preferred Additional Qualifications

• One to two years of full‑time experience in banking, accounting, claims processing, or payroll

Essential Duties & Responsibilities

• Prepare, submit, and process routine requests related to member benefit records and documents
• Determine eligibility for benefits and calculate benefits and payments
• Ensure compliance with plan provisions, state and federal regulations
• Analyze and review accounts for reconciliation of benefits
• Research and determine overpayments
• Prepare and review forms and documents for accuracy, authenticity, and completeness
• Provide prompt, accurate, and friendly customer service to members, beneficiaries, employers, and other stakeholders
• Manage workflow queues to ensure agency standards are met
• Deactivate pay status and remove retirees from payroll as required; calculate overpayments and initiate recollection
• Process account maintenance updates and manage spreadsheets and reports
• Process stop payments and replacements
• Review retirement accounts including selected plans, contributions, balances, tax attributes, beneficiaries, and authorized contacts
• Process ACH deletions, reversals, stop payments/voids, and benefit cancellations; prepare and submit bank reclamation requests
• Prepare and remit health insurance memos for activation and deactivation of coverage
• Process duplicates and corrected 1099R forms
• Provide guidance and account information to retirees, members, employers, and external parties
• Conduct scheduled and walk‑in, face‑to‑face consultations
• Work overtime as needed
• Perform additional duties as assigned

Specialized Duties & Responsibilities – Working After Retirement (WAR)

• Monitor employment of service and disability retirees to ensure compliance with state law, IRS/DOL regulations, and TRS policies
• Analyze and review independent contracts for compliance and compensation restrictions
• Calculate and process annual disability employment salary limitations
• Conduct mail outs to collect and verify employment information for disability retirees
• Process cancellations, terminations, and suspensions as needed
• Determine membership eligibility; analyze and review accounts for contributions
• Process benefit recalculations and outstanding zero‑balance accounts
• Provide service purchase calculations
• Determine retirement eligibility and review retirement applications
• Serve as a liaison between vendors and retirees regarding eligibility and account concerns
• Process banking transactions and tax data
• Provide annual compensation limit updates for retiree employment
• Monitor Department of Labor employment data for disability retirees
• Calculate and update interest adjustments
• Create worksheets for payroll record comparisons
• Perform employment audits for noncompliant retirees and employers
• Coordinate employer training with the Communications Division

Knowledge, Skills, & Abilities

• Knowledge of TRS policies and retirement system laws and regulations
• Knowledge of computer operations and MS Office Suite, especially Excel
• Knowledge of Generally Accepted Accounting Principles (GAAP)
• Strong problem‑solving and decision‑making skills
• Effective organizational and time‑management abilities
• Clear and professional oral and written communication skills
• Ability to manage a high‑volume workflow and meet deadlines
• Ability to present information clearly to groups and individuals
• Strong mathematical skills and accuracy in calculations
• Ability to maintain professionalism in challenging situations
• Ability to build and maintain positive working relationships at all levels

Core Competencies

• Teamwork
• Customer Service
• Accountability
• Communication
• Judgment & Decision Making

Work Environment

Work is typically performed in an office environment.

Physical Demands

This is a sedentary role requiring up to 10 pounds of force occasionally. The position involves extended periods of sitting, with occasional walking or standing. Use of hands, close vision, and computer/office equipment is required.