Retirement Analyst

The Massachusetts Teachers’ Retirement System (MTRS) is the pension plan for the Commonwealth’s public school educators. The Retirement Analyst assists members by calculating service purchase applications, responding to inquiries, and providing retirement planning assistance.

Responsibilities

• Calculating and processing service purchase applications
• Responding professionally to a variety of written, telephone, and in-person inquiries from members, employers and other constituents in assigned parameters
• Assisting members with creditable service estimates, benefit estimates and other retirement planning needs
• Assisting members at educational seminars both on site and off site, as needed
• Performing calculations, specialized services, and administrative functions to ensure efficient workflow, as needed
• Acquiring knowledge of Chapter 32, state and federal regulations, and case law, on a continuing basis, as it relates to the work of the unit
• Providing assistance to active members, retirees, and survivors, as needed
• Participating fully in all agency projects, meetings and training programs, as assigned

Skills

• Excellent mathematical and analytical skills
• Must be detail oriented, organized and accurate
• Desire to work in an environment committed to teamwork and quality service
• Ability to communicate effectively and professionally both orally and in writing
• Ability to interpret and apply retirement laws and regulations
• Ability to follow instructions and function both independently and as a member of a team
• Ability to maintain harmonious relationships with the membership, employers, other members of the public and MTRS staff
• Must be flexible and able to handle a multitude of tasks
• Proficiency with Microsoft Office Suite
• Proficiency with database applications
• A reliable means of transportation in the event of work-related travel

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