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invites applications for:

SERS Retirement Counselor Trainee or SERS Retirement Counselor

The Commonwealth of Pennsylvania is proud to be an equal opportunity employer supporting workplace diversity.
SALARY: $41,135.00 - $62,533.00 Annually
JOB TYPE: Civil Service Permanent Full-Time
DEPARTMENT: State Employees' Retirement System
LOCATION: Bucks County
OPENING DATE: 06/09/17
CLOSING DATE: 06/23/17 11:59 PM
JOB CODE: 09501 and 09502
PAY GROUP: ST06 and ST07
BUREAU/DIVISION: Bensalem Regional Counseling Center
WORKSITE ADDRESS: Greenwood Square, Suite 420, Building 2
WORKSITE ADDRESS: 3331 Street Road
CITY: Bensalem, PA
ZIP CODE: 19020
CONTACT NAME: Katie Mathews
CONTACT PHONE: 717.783.8085

  • Work Hours:  8:00 a.m. - 4:30 p.m.
  • Supervisor:  Laurie Johnson
The pay scale group for a SERS RETIREMENT COUNSELOR TRAINEE is ST06 ($41,135-$62,533). All applicants, except as noted, will be evaluated and considered for appointment at the Trainee level.

The pay scale group for a SERS RETIREMENT COUNSELOR is ST07 ($46,944-$71,394). SERS is limiting appointment at the working level to current or former SERS Retirement Counselors.

To provide counseling services for SERS members residing in the area of the assigned regional office.
1. Provide information and assistance to members
2. Calculate estimated retirement benefits for members
3. Give one-on-one counseling to retiring members
4. Conduct informal counseling programs
5. Help employees buy creditable services
6. Investigate employee/employer appeals
7. Serve as resource speaker when required
8. Travel to central/other regional offices
9. Conduct agency visits
10. Communicate effectively orally and in writing

NOTE: An individual working at the SERS Retirement Counselor Trainee level will participate in a one-year training program to learn position responsibilities. After successful completion of the training period, the employee will be promoted to SERS Retirement Counselor and become fully responsible for the duties listed below.

Performs one-on-one counseling for retiring members regarding SERS retirement benefits and options.

Provides information and assistance to members as requested.

Calculates estimates of retirement benefits for members of the State Employees' Retirement System.

Plans and conducts visitations with members and/or state agencies for the purpose of providing counseling services, which includes traveling throughout the field office service region.

Assists members in the completion of disability retirement or vesting forms. Monitors the accuracy and completeness of retirement forms/packages.

Coordinates, schedules and conducts informational counseling programs as directed or needed. These programs include: pre-retirement seminars, question and answer sessions, new member briefings, vestee seminars and presentation of the SERS information program and general information about the Retired Employee Health Program (REHP). Coordinates with on-SERS speakers for program participation.

Counsels non-vested members as to the effect of withdrawing their contributions and assists in completing proper forms.

Counsels members on purchase of service including preparation of paperwork and explanation of purchase options.

Serves as liaison with Public School Employees' Retirement System for multiple service members.

Verifies member's eligibility for coverage in the Retired Employees' Health Program (REHP) and assists with enrollment.

Performs clerical duties, as necessary, to ensure effective coverage of counseling center operations.

Serves as a resource speaker representing the State Employees' Retirement System.

Complies with agency policies regarding transaction reporting.

Performs related duties as required.
You must meet the minimum experience and training for the job title which are: 

SERS Retirement Counselor Trainee:  Four years of experience in a staff support position assisting with personnel administration, financial management or public relations work in a pension or retirement system or related occupational area; OR a Bachelor's Degree in Communications, Human Resources, Business Administration, Business Management, Psychology, Labor Relations or a related area; OR any equivalent combination of experience and training which includes at least three years of experience in a staff support position assisting with personnel administration, financial management or public relations work in a pension or retirement system or related occupational area, supplemented by 18 credit hours in communications, human resources, business administration, psychology, labor relations or related course work.

Certification as a Certified Employee Benefit Specialist such as issued by the International Foundation of Employee Benefit Plans is acceptable for one year of the required experience.

Certification as a Certified Financial Planner such as issued by the Central PA Society, Institute of Certified Financial Planners is acceptable for two years of the required experience.

SERS Retirement Counselor:  Successful completion of a twelve month formalized training program as a SERS Retirement Counselor Trainee.  

Pennsylvania residency is required.

You must be eligible for selection in accordance with civil service rules.  Applicants must meet one of the following methods to be considered for this vacancy:
  1. Civil Service Lists
  2. Transfer
  3. Reassignment
  4. Voluntary Demotion
  5. Reinstatement
  6. Promotion Without Exam (PWOE)
    • You must have or have held regular civil service status in one of the following classifications:
      • Human Resource Assistant 2
      • Retirement Technician
      • Administrative Assistant 1
      • Fiscal Technician Supervisory
      • Fiscal Technician
      • Unemployment Compensation Tax Technician
    • You must meet meritorious service criteria defined as (a) the absence of any discipline above the level of written reprimand during the 12 months preceding the closing date of this posting, and (b) the last due overall regular or probationary performance evaluation was satisfactory or higher.
    • You must meet seniority criteria defined as a minimum of one year in the next lower class(es) by the posting close date.
Reminder:  SERS is limiting appointment at the working level to current or former SERS Retirement Counselors.  All others will be evaluated at the Trainee level.

The following materials must be submitted with the online application:
  • Employee performance review:  most recent regular or probationary review or indicate that one is not available
  • Memo/letter (voluntary demotion only):  indicate you will accept the appropriate reduction in pay
All applicants should apply online.  Visit  Click on the Open Jobs tile.  From the Menu in the upper left corner of the screen, select the PA Internal Job Postings link.  Open the relevant job announcement and from within the announcement, click the green Apply button.

Failure to comply with the above application requirements will eliminate you from consideration for this position.  Please use the contact information provided for assistance.

You can track the status of current SERS openings from the Jobs page of the SERS website.