Retirement Assistant

Milwaukee County oversees operations from our Airport, Behavioral Health, Child Support, Combined Court Operations, Sheriff's Department, Community Reintegration Center, Human Services, Parks, Public Safety, Public Works, Fleet Operations, Transportation, and at the Zoo. Our departments are also dedicated to our Seniors and those with Disabilities in Aging and Disability Services, and Veterans in Veterans Services. Our employees also remain committed to serving the cultural, human, recreational, and social needs of the entire community.

Milwaukee County offers a wide variety of interesting jobs for people who want to make a difference in our community. Milwaukee County provides a competitive benefit package and is an Equal Opportunity Employer. If disability related accommodations are needed, please contact 414-278-3936. For submitted application inquiries please contact careers@milwaukeecountywi.gov. Please note: an online application must be submitted for consideration.

We are searching for Changemakers to come and join our team and discover our diverse and versatile community of independent spirits and unique talents, we are redefining the way you think about Milwaukee County!

Retirement Assistant - HR (Retirement Plan Services)

Compensation: $38,251.20 ($18.39 per hour)- $57,366.40 ($27.58 per hour)

FLSA: Non-Exempt (Hourly)

Department: HR - Retirement Plan Services (RPS) Position Type: Full-time

Location: Milwaukee County Courthouse - 901 N. 9th St., Room 210-C, Milwaukee, WI 53233

Job Summary

Milwaukee County Human Resources is looking for a motivated self-starter to join our Retirement Plan Services team. The Retirement Assistant is part of a team that provides comprehensive clerical and administrative support to Retirement Plan Services (RPS). Responsibilities include customer service support, data entry, copying, filing, data research, basic retirement calculations, and execution of mass mailings. This role also maintains RPS file room operations and recordkeeping processes. The position serves as a primary point of contact by responding to incoming inquiries via phone, email, fax, mail, and in person, and routing inquiries as appropriate.

Job Responsibilities

• Respond to incoming inquiries (phone, email, fax, mail, and in person); route escalated inquiries to appropriate staff. Research, update data, and generate required forms as needed.
• Process retiree transactions, including direct deposit changes, status updates, address changes, and withholding changes in the V3 system for ERS and OBRA members. Review and process employee and retiree information from lists and forms; perform general data entry.
• Conduct pension eligibility checks using the pension information system, including calculating retirement credits, highest years of salary, military service credit, city/state credit, vesting, and work history. Prepare basic pension benefit estimates and escalate complex cases as needed.
• Assist with pension system workflow completion, benefit calculations, and responses to employee inquiries. Support mass mailings and assist with preparation for Pension Board and committee meetings. Monitor office supplies and equipment inventory.
• Scan documents into the pension information system and file originals. Assemble retirement and pre-retirement session packets, retrieve files as requested, and coordinate offsite file storage with the vendor.

Minimum Qualifications

Education:

• High School Diploma or GED equivalent

Experience:

• Three (3) years of clerical experience in an office environment, including data entry, filing records, copying, faxing, and answering telephone calls

Knowledge, Skills & Abilities

• Proficiency in basic computer applications, including Microsoft Word, Microsoft Excel, and Microsoft Outlook
• Strong internal and external customer service skills
• Demonstrated high degree professionalism and ability to maintain confidentiality
• Excellent interpersonal, verbal, and written communication skills
• Ability to work independently and follow instructions
• Sound judgment in a variety of situations
• Ability to establish and maintain cooperative working relationships
• Strong time management skills: ability to organize, prioritize, and coordinate multiple tasks
• Ability to prepare clear, concise, and accurate reports and records
• Strong organizational skills with the ability to manage confidential files

Physical Requirements

• Primarily sedentary work
• Ability to lift and carry up to 20 pounds occasionally
• Walking and standing as required
• Frequent hand-eye coordination to operate a computer terminal
• Frequent verbal communication and hearing to effectively interact with employees and the public.

Compensation

Recruitment for this position is generally at the beginning to the middle of the established pay range.

NOTE: This ORIGINAL APPLICATION is open to qualified residents of the State of Wisconsin at the time of application. Candidates need to submit a full account of their training and experience (i.e., by submitting an up-to-date resume or by fully completing the application) during the application process and may also be asked to take additional written or performance tests as part of the selection process.

APPLICANTS MUST POSSESS MINIMUM QUALIFICATIONS AT THE TIME OF FILING THE APPLICATION

Milwaukee County is committed to fostering an equitable working environment, free from discrimination and harassment, on the basis of any characteristic protected by law. We prohibit any form of discrimination, harassment based on race, color, religion, sex, gender, gender identity or expression, sexual orientation, pregnancy, pregnancy related condition, national origin, age, disability, FMLA status, sexual orientation, military status, marital status, or any other category or status that is now or in the future protected by federal, state, and local law. We maintain a drug-free workplace and perform pre-employment substance abuse testing, background checks and pre-employment physicals subject to job requirements. If special accommodations are needed, please contact 414-278-3936.