Retirement Technician Trainee

THE POSITION

Do you enjoy math, solving puzzles, and helping others? Do you love to learn? If so, this position may be for you! The Pennsylvania State Employees' Retirement System (SERS) is seeking a motivated, inquisitive, and detail-oriented individual to serve as a Retirement Technician Trainee in our Benefits Determination Division. The employee in this position will be promoted to Retirement Technician upon successful completion of a one-year training program. Read on for more details! DESCRIPTION OF WORK

In this role you will be responsible for processing retirement and disability requests from the SERS regional counseling centers. This work involves reviewing various employment and earnings records to gather the necessary information required to compute the benefit computations for each of our members. It requires a keen eye for detail and an ability to perform basic mathematic calculations.

This is a trainee position, so we will teach you what you need to know. After successful completion of a 12-month training period, you will receive a promotion to Retirement Technician. This is rewarding work in helping employees to achieve their retirement goals, so don't delay--apply today!

Key responsibilities as a Retirement Technician Trainee include:

• Application Review: Examine retirement and death benefit forms for accuracy, completeness, and compliance with guidelines
• Member Research: Research member history and employment records to confirm eligibility and validate data for benefit calculations
• Data Reconciliation: Correct and reconcile system information with verified records to ensure accurate payment results
• Payment Processing: Enter required data, apply appropriate methods, and prepare verified transactions for audit
• Benefit Calculation: Perform calculations and adjustments for retirement, disability, and death benefits
• Communication Support: Provide clear updates and information to members, representatives, and authorized parties
  

Interested in learning more? Additional details regarding this position can be found in the Position Description.

About SERS: Established in 1923, SERS is one of the nation's oldest retirement plans for public employees and manages the pension benefits of more than 246,000 employees and retirees for 96 public sector employers. In 2025, SERS paid more than $4.0 billion in benefits and managed nearly $50 billion in assets. Additional information is available at www.SERS.pa.gov.

Our mission is to prepare our members and participants to achieve financial security in retirement. We achieve this through focusing on our mission, acting ethically and with integrity, empowering our members, embracing innovation, fostering life work balance, modeling an inclusive and respectful workplace, valuing and developing team members, collaborating, and finding joy in our work.

SERS is an equal opportunity employer and welcomes all qualified individuals to our team. We are committed to an inclusive and respectful work environment that fosters personal and professional growth, embraces the contributions of all team members, and leverages diversity in people, ideas, and experiences to achieve our highest potential.

Work Schedule and Additional Information:

• Full-time employment

• Work hours are 8:00 AM to 4:00 PM, Monday - Friday, with a 30-minute meal period OR 8:00 AM to 4:30 PM, Monday - Friday, with a 1-hour meal period.

• Telework: You may have the opportunity to work from home part-time (hybrid telework schedule), up to 3 days per week, depending on operational needs and progress in learning assigned tasks. In order to telework, you must have a securely configured high-speed internet connection and work from an approved location inside Pennsylvania. If you are unable to telework, you must work on-site at the work location specified in this job posting. Telework arrangements are subject to change. Additional details may be provided during the interview.

• Salary: In some cases, the starting salary may be non-negotiable.

• You will receive further communication regarding this position via email. Check your email, including spam/junk folders, for these notices.

REQUIRED EXPERIENCE, TRAINING & ELIGIBILITY

QUALIFICATIONS

Minimum Experience and Training Requirements:

• Three years of experience in advanced clerical or technical work which includes or is supplemented by either one year of experien