Specifications include, but are not limited to: ● Provides end-to-end retirement services from orientation through final disbursement to members and their beneficiaries; guides members through the retirement process to ensure the provision of benefit entitlements. ● Ensures data quality by locating missing items, spotting inconsistencies, validating historical calculations and corroborating any assumptions used for those calculations. ● Conducts research to verify and crosscheck data related to member’s rights and department’s obligations and then conducts transactions in the V3 Benefits Administration system. ● Performs peer review on the transactions and other work performed by Member Service Representatives prior to review by Compliance and QA staff. ● Completes final transactions upon verification and approval by Compliance/QA including adjustment to member’s account to process deduction shortage invoice or refund. ● Effectively interacts with members, employers, and government entities on the phone and in person. ● Answers members questions related to the content in the Boston Retirement Board Guide and Chapter 32 or refers to someone that can answer their question. ● Identifies any issues or impediments to timely completion of a case and takes action to overcome those barriers. ● Provides data and other information as requested by intradepartmental teams including Disability, Legal, Compliance, Reporting, etc. ● Uses all available documentation to ensure that members are provided with accurate information in the delivery of services that meet departmental standards. ● Assists with special projects as assigned by senior management. ● Performs related work as required.
