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invites applications for:

Retirement Technician Trainee or Retirement Technician (Up to 2)

The Commonwealth of Pennsylvania is proud to be an equal opportunity employer supporting workplace diversity.
SALARY: $32,196.00 - $48,039.00 Annually
DEPARTMENT: State Employees' Retirement System
DIVISION: SR Mbrshp Srvs Div
OPENING DATE: 05/30/17
CLOSING DATE: 06/13/17 11:59 PM
JOB CODE: 09551 and 09552
POSITION NUMBER: 00021957 and 00077801
PAY GROUP: ST04 and ST05
BUREAU/DIVISION: Membership Services Division
WORKSITE ADDRESS: 30 North Third Street
CITY: Harrisburg, PA
ZIP CODE: 17101
CONTACT NAME: Katie Mathews
CONTACT PHONE: 717.783.8085

  • Positions:  Up to two positions (00021957 and 00077801) may be filled from this posting.
  • Work Hours:  A work schedule beginning and ending between 7:30 AM – 5:00 PM inclusive with a half hour or one hour lunch will be considered dependent on operational requirements.  The requested work schedule may not end prior to 4:00 PM.
  • Supervisor:  Bryan Christensen
The pay scale group for a RETIREMENT TECHNICIAN TRAINEE is ST04 ($32,196-$48,039). All applicants, except as noted, will be evaluated and considered for appointment at the Trainee level.

The pay scale group for a RETIREMENT TECHNICIAN is ST05 ($36,342-$54,748). SERS is limiting appointment at the working level to current or former Retirement Technicians.

This position is located in the Service Purchase work unit of SERS-Membership Services Division with responsibility for certification, recertification, and/or reinstatement of service for SERS members with prior state service; intervening, non-intervening, and/or USERRA military service; out-of-state service; and/or multiple service.

1.Process purchase of service actions consistent with Retirement Code and other applicable rules/regs
 2.Perform/verify basic mathematical calculations (add, subtract, divide, multiply) using a computer/spreadsheet/adding machine/calculator
 3.Compile and evaluate information
 4.Enter data, scan documents to, and upload information to SERIS and DAWPM
 5.Operate and use office equipment – e.g. computer, telephone, multifunction machine, copier, fax, scanner, etc.
 6.Organize, file, and maintain information both electronically and in hardcopy
 7.Use job-required software, applications, systems, and sites – e.g. Outlook, Word, Excel, SAP, DAWPM, SERIS, legacy systems (PET), etc
 8.Adapt to fluctuating workloads and priorities
 9.Communicate clearly and effectively both oral and written and maintain effective working relationships
 10.RETIREMENT TECHNICIANS ONLY: Assist with on-the-job training for Retirement Technician Trainees

NOTE: An individual working at the Retirement Technician 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 Retirement Technician and become fully responsible for the duties listed below.

Audit each member's record to identify and correct any errors in contribution rates, birth dates, entry dates and categories of membership. Compute the years of credited service for future benefit calculations with SERS.

Receive Requests for Cost Statements (SERS-131) and related correspondence. Obtain information from SAP, CMIC Payroll History screens, members' employment history, OA-920 cards (Employee Earnings Record), Service and Salary Records, and any applicable computer printouts. Evaluate data received from members and/or agencies. Verify information retained on SERS' records and computerized files and determine eligibility for creditable service.

Prepare "Computation of Arrears Liability" worksheet, calculate costs and prepare Invoices of Amount Due by using the Service Purchase Program through SERIS.

Request Account Adjustments to correct credited service in each membership class and category. This includes demographic information, such as name, sex code, contribution rate, entry date, birth date, retirement coverage code, category code, and membership class. Compute non-covered earnings, if applicable, and correct quarterly earnings, if required.

Review and verify for accuracy and correctness, the "Computation of Arrears Liability" worksheets and Data Input completed by other technicians. Correct errors found by other technicians.

Distribute documents and related information to appropriate SERS divisions, agency personnel and/or payroll offices, and SERS members.

Prepare appropriate correspondence to SERS field offices, agencies, and members, as required.

Contact agency personnel offices, SERS field offices, payroll offices, SERS members, and the general public by telephone or email as required. Answer incoming calls relative to service purchase requests and general information specific to the Membership Services Division.

Maintain records on completed work and prepare a report for the supervisor's review at the end of each month.

Assist with projects resulting from legislative action as it pertains to verification of member salary, service, historical data, longevity, and potential present and future benefits.

Pull cases to work by priority cases first then in the order that they were received in the Document Processing System (DAWPM), oldest cases first.

Respect confidentiality in regard to personal, financial, and other personal information.

Assist with on-the-job training for Retirement Technician Trainees.

Perform other job related duties as required.

You must meet the minimum experience and training for the job title which are: 

Retirement Technician Trainee:  Three years of experience in advanced clerical or technical work which includes or is supplemented by either one year of experience applying basic computer skills and techniques or three (3) credits in computer basics and techniques; or Associate Degree that includes or is supplemented by three (3) credits of computer basics and techniques; or Any equivalent combination of education, experience, and training which includes one year of advanced clerical or technical work applying basic computer skills and techniques or three (3) credits of computer basics and techniques.

Retirement Technician:  Successful completion of a twelve month formalized training program as a Retirement Technician Trainee; or One year of experience in one or more aspects of benefit processing within the State Employees' Retirement System, the Public School Employees' Retirement System, or the Pennsylvania Municipal Retirement System which includes the calculation of retirement benefits and the application of the retirement code.

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:
      • Clerk Typist 2
      • Clerk Stenographer 2
      • Data Analyst 1
    • 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 Retirement Technicians.  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.