Retirement Specialist
Not Disclosed•Full-TimeOn-site
location_on917, Wolfe Street, Lyles-Crouch, Alexandria, Virginia, 22314, United States
About the City of Alexandria
Located in northern Virginia, bordered by the District of Columbia and Arlington and Fairfax counties, Alexandria is the seventh largest city in the Commonwealth. With a population of approximately 150,000, it is a unique and historic place to live and work, featuring a vibrant waterfront and a significant portion of its land designated as a national or local historic district. The City proudly embraces its rich history while seizing the endless opportunities that lie ahead.
About the Team
The Finance Department is a fast-paced, diverse, and customer service-focused operation responsible for the assessment and collection of City taxes, cash flow management, payroll processing, procurement, and the management of the City's pension plans. Operating with a budget of $16.1 million and 109 FTE positions, the department's goal is to treat all employees, citizens, and business owners professionally, with fairness and compassion.
About the Role
As a Retirement Specialist within the Pension Administration Division, you will serve as a personable and collaborative partner to employees, beneficiaries, and retirees. This role exists to ensure accurate and compassionate guidance through the complexities of retirement planning. You will counsel employees on service credit and eligibility, research benefit information, and perform calculations for various retirement estimates. Your work involves preparing documents for submission to the Virginia Retirement System (VRS) and the City's plans, while also providing essential staff support to various retirement boards. Working under the general supervision of the Retirement Administrator, you will act as a liaison between retirement vendors and the City's workforce, ensuring clear communication and administrative precision.
Hiring Process
The selection process for this position may include a phone or virtual interview, an in-person interview, and/or a written examination. Successful candidates must complete pre-employment background checks, which may include a criminal background check.
Equal Opportunity
The City of Alexandria is an Equal Opportunity Employer that values diversity in its workforce. All qualified candidates will receive consideration without regard to race, color, religion, national origin, sex, age, marital status, personal appearance, sexual orientation, gender identity or expression, family responsibilities, matriculation, political affiliation, genetic information, military status, or disability.
Work location
Work model: On-site
917, Wolfe Street, Lyles-Crouch, Alexandria, Virginia, 22314, United States
Alexandria, Virginia
Key Responsibilities
- check_circleCounsel prospective retirees and separating employees on available retirement options
- check_circleCalculate benefit estimates for Virginia Retirement System and City Supplemental Plan
- check_circleCoordinate preparation of required applications for retirement plans
- check_circleInterpret laws and regulations to assist in updating plan documents
- check_circlePrepare and conduct presentations, orientations, and workshops for employees
- check_circleSchedule and track City-wide financial education events
- check_circleProvide staff support for investment retirement boards
- check_circleServe as liaison between retirement vendors and employees or retirees
- check_circleAdminister the City's 457 Deferred Compensation Plan
- check_circle
Requirements
- verifiedFour-Year College Degree
- verifiedThree years of experience in retirement plan administration
- verifiedSkill in PC operation and spreadsheet/database software
- verifiedSkill in internet-based research tools
- verifiedEffective verbal and written communication skills
- verifiedProfessional certification relevant to the field (e.g., CEBS, RPA, QPA, CPC) preferred
- verifiedFive to six years of experience in retirement plan administration preferred
Nice to Have
Professional experience specifically in public sector retirement plan administration; ability to develop and lead employee education programs related to retirement; professional experience managing institutional investments; advanced skill with Microsoft Excel (e.g. pivot tables, vlookup); a professional certification relevant to the field (e.g., CEBS, RPA, QPA, CPC); five to six years of experience in retirement plan administration.
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Skills, education and keywords
Skills: Microsoft Excel, Retirement Plan Administration, Pension Systems, Financial Analysis, Database, Internet Base Research Tools, Cebs, Rpa, Qpa, CPC.
Education: Four-Year College Degree or equivalent combination of experience and training.
Frequently asked questions about Retirement Specialist at City of Alexandria, Virginia
What does a Retirement Specialist at City of Alexandria, Virginia do?expand_more
Day-to-day, the Retirement Specialist at City of Alexandria, Virginia will counsel prospective retirees and separating employees on available retirement options; calculate benefit estimates for virginia retirement system and city supplemental plan; coordinate preparation of required applications for retirement plans; and interpret laws and regulations to assist in updating plan documents.
What are the requirements for this Retirement Specialist role?expand_more
To qualify for the Retirement Specialist at City of Alexandria, Virginia position, applicants should have: Four-Year College Degree; Three years of experience in retirement plan administration; Skill in PC operation and spreadsheet/database software; Skill in internet-based research tools; Effective verbal and written communication skills; and Professional certification relevant to the field (e.g., CEBS, RPA, QPA, CPC) preferred.
Where is the Retirement Specialist role at City of Alexandria, Virginia located?expand_more
Retirement Specialist at City of Alexandria, Virginia is based in 917, Wolfe Street, Lyles-Crouch, Alexandria, Virginia, 22314, United States. This is a on-site role.
Is this Retirement Specialist job remote, hybrid, or on-site?expand_more
City of Alexandria, Virginia has listed this Retirement Specialist role as on-site.
How much experience is required for this Retirement Specialist role?expand_more
Retirement Specialist at City of Alexandria, Virginia typically requires 3–6 years of relevant experience at the mid level level.
What skills do you need for the Retirement Specialist role at City of Alexandria, Virginia?expand_more
Key skills for Retirement Specialist at City of Alexandria, Virginia include Microsoft Excel; Retirement Plan Administration; Pension Systems; Financial Analysis; Database; Internet Base Research Tools; Cebs; and Rpa.
What education is required for Retirement Specialist at City of Alexandria, Virginia?expand_more
Educational requirements for this role: Four-Year College Degree or equivalent combination of experience and training.
What category does the Retirement Specialist role belong to?expand_more
Retirement Specialist at City of Alexandria, Virginia is part of the accounting & finance job category on Recrutus.