Retirement Specialist

<p style="margin: 0 0 10pt"><br></p><p style="margin: 0 0 10pt; text-align: center"><img src="https://secure.neogov.com/images/AgencyImages/jobposting/1390/jobpostings/image/20250620125056_City of Alexandria Banner.png" alt="20250620125056_City of Alexandria Banner.png" style="width: 504px" class="fr-fic fr-dii"></p><p style="margin: 0 0 10pt; text-align: center"><strong>Retirement Specialist</strong></p><p style="margin: 0 0 10pt; text-align: center"><br></p><br><strong>The City of Alexandria</strong><br><p style="margin: 0 0 10pt">The City of Alexandria is located in northern Virginia and is bordered by the District of Columbia (Potomac River), Arlington and Fairfax counties. With a population of approximately 150,000 and a land area of 15.75 square miles, Alexandria is the seventh largest city in the Commonwealth of Virginia. &nbsp;Alexandria has a vibrant waterfront and is a unique and historic place to live and work. &nbsp;About one-quarter of the City’s square miles have been designated as a national or local historic district. &nbsp;We proudly embrace our rich history and seize the endless opportunities that lie ahead. &nbsp;If you are interested in working for the vibrant City of Alexandria, we invite qualified candidates to apply for the <strong>Retirement Specialist&nbsp;</strong><span style="color: inherit">position.</span></p><p style="margin: 0"><strong><span style="color: inherit">An Overview</span></strong></p><p style="margin: 0 0 10pt">The City of Alexandria’s Finance Department is looking for <strong>a personable, collaborative, detail-oriented Retirement Specialists</strong> to join our team. As a member of the Pension Administration Division, the Retirement Specialist performs professional and administrative work in assisting employees, their beneficiaries, and retirees with benefit information. &nbsp;The employee in this class counsels employees, researches information on service credit and other eligibility issues, including calculations of various retirement estimates, prepares documents for submission to the Virginia Retirement System (VRS) and the City’s retirement plans, and provides staff support to the various retirement boards. &nbsp;This work is performed under the general supervision of the Retirement Administrator.</p><p style="margin: 0"><strong><span style="color: inherit">What You Should Bring</span></strong></p><p style="margin: 0"><span style="color: inherit">The ideal candidate is a people-oriented, self-motivated professional, who can also manage critical details and perform financial analysis. &nbsp;Additional skills and abilities include:&nbsp;</span></p><div style="margin: 0 0 10pt"><ul style="margin-bottom: 3pt"><li style="margin: 0 0 10pt"><span style="color: inherit">Excellent verbal and written communication skills;</span></li><li style="margin: 0 0 10pt"><span style="color: inherit">Proficiency in Microsoft Excel and Word;</span></li><li style="margin: 0 0 10pt"><span style="color: inherit">Familiarity with retirement and pension systems; and&nbsp;</span></li><li style="margin: 0 0 10pt"><span style="color: inherit">High attention to detail.</span></li></ul></div><p style="margin: 0"><br></p><p style="margin: 0"><strong>The Opportunity – Examples of Work</strong></p><div style="margin: 0 0 10pt"><ul style="margin-bottom: 3pt"><li style="margin: 0 0 10pt"><span style="color: inherit">Meets with and counsels prospective retirees and separating employees on available retirement options and coordinates proper preparation of required applications;&nbsp;</span></li><li style="margin: 0 0 10pt"><span style="color: inherit">Calculates benefit estimates under Virginia Retirement System, City Supplemental Plan, and the Firefighters and Police Officers Pension Plan, to include the disability components of each plan;&nbsp;</span></li><li style="margin: 0 0 10pt"><span style="color: inherit">Provides ongoing assistance as liaison between retirement vendors (Virginia Retirement System and Empower) and retirees and current employees;&nbsp;</span></li><li style="margin: 0 0 10pt"><span style="color: inherit">Assists in administering the City’s 457 Deferred Compensation Plan;&nbsp;</span></li><li style="margin: 0 0 10pt"><span style="color: inherit">Interprets laws, regulations, and policies and assists in the review and update of plan documents;&nbsp;</span></li><li style="margin: 0 0 10pt"><span style="color: inherit">Verifies, enters, and reconciles information across multiple databases;&nbsp;</span></li><li style="margin: 0 0 10pt"><span style="color: inherit">Prepares and conducts presentations, orientations, and workshops for City employees;&nbsp;</span></li><li style="margin: 0 0 10pt"><span style="color: inherit">Prepares written information to help employees and retirees understand their benefits, to include updating the division website;</span></li><li style="margin: 0 0 10pt"><span style="color: inherit">Schedules, tracks, and advertises City-wide financial education events;&nbsp;</span></li><li style="margin: 0 0 10pt"><span style="color: inherit">Provides staff support for investment retirement boards; and&nbsp;</span></li><li style="margin: 0 0 10pt"><span style="color: inherit">Performs related work as required.&nbsp;</span></li></ul></div><p style="margin: 0"><br></p><p style="margin: 0"><strong><span style="color: inherit">About the Department</span></strong></p><p style="margin: 0"><span style="color: inherit">The City of Alexandria's Finance Department is a fast-paced, diverse, and customer service focused operation that is responsible for: the&nbsp;</span>assessment, collection, and enforcement of all City taxes, the management of cash flow and investments, accounting for and reporting the City’s financial position, processing payroll, executing a fair and competitive procurement environment, assessing all real and personal property in the City, managing the City’s risk and safety programs, and managing the City’s pension plans.<span style="color: inherit">&nbsp;The Finance Department has seven divisions and in fiscal year 2026 is operating with a total budget of $16.1 million and 109 FTE positions. The goal of the Finance Department is to treat all employees, citizens, and business owners professionally, with fairness and compassion.</span></p><p style="margin: 0"><span style="color: inherit">Four-Year College Degree; three years of experience in retirement plan administration; skill in the operation of a PC and software used for spreadsheets and database purposes; skill in using internet base research tools; ability to communicate effectively with individuals and groups, both verbally and in writing; or any equivalent combination of experience and training which provides the required knowledge, skills, and abilities.&nbsp;</span></p><p style="margin: 0"><span style="color: inherit">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;&nbsp;</span><span style="color: inherit">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.</span></p><p style="margin: 0 0 10pt">This position requires the successful completion of pre-employment background checks including but not limited to a criminal background check. &nbsp;The selection process for this position may include a phone or virtual interview, in-person interview, and/or written examination.</p><p style="margin: 0 0 10pt">The <u>starting</u> salary range for this position is $63,346.40 to $84,855.16 based on qualifications and experience. The incumbent can eventually be awarded up to $111,477.08 (top of the grade) with tenure and job performance.</p>