Benefit Administrative Support Analyst - Survivor Benefits

About the Office of the Massachusetts State Treasurer and Receiver General (“Treasury”)

Our mission is to manage and safeguard the State's public deposits and investments through sound business practices for the exclusive benefits of our citizens, and perform these duties with integrity, excellence, and leadership. Additionally, we strive to provide economic opportunity, stability, and security for every Massachusetts resident.

We are committed to excellence in recruiting, hiring, and retaining diverse and qualified individuals. We value the culture of diversity and professionalism in the workplace, and strongly believe that our workforce should reflect our community.

https://www.surveymonkey.com/r/FM68GFV

Purpose:

The Massachusetts State Retirement Board (MSRB) administers a defined benefit pension plan for eligible Commonwealth employees, retirees, and eligible employees from other authorized entities.

The Retirement Benefit Administrative Support Analyst provides initial intake and processing of various retirement benefit transactions in support of MSRB units, including the Survivor Benefit Unit and Refund Unit, and assists with department projects as needed.

Essential Functions and Responsibilities:

• Accurately execute data entry of survivor benefit requests, refund requests and other related transactions, obtain additional documents/information as necessary, and conduct required follow-up to ensure timely completion

• Perform research related to creditable service, salary, beneficiaries, and retirement contributions to support accurate processing and calculations

• Provide customer service and respond to inquiries from members and beneficiaries by telephone and in-person

• Follow up on recovering outstanding fund balances

• Manage workflow through OnBase electronic content management system

• Ensure data is accurate and complete, coordinating with internal departments and contacting various agencies, organizations and constituent groups as necessary

• Maintain working knowledge of each department within the MSRB

• Develop ability to understand and explain to members the procedures of each department related to applicable transactions

• Provide support and assistance to the various departments within the MSRB

• Maintain accurate records in the Board's custom software program (MARIS)

Supervisory Responsibilities:

• N/A

Knowledge and Skills:

• Working knowledge of M.G.L. c. 32.

• Retirement Board Computer System

Physical Requirements:

• Ability to lift up to 10lbs

• Ability to sit for extended periods of time  

Hybrid Work Environment:

All new hires at the Office of the State Treasurer and Receiver General (Treasury) will go through an In-Office Orientation Period consisting of a combination of virtual, in-person and on-the-job training so as to assimilate you to the Treasury’s culture and wor