KEY DUTIES AND RESPONSIBILITIES 

Essential Duties and responsibilities include the following. Other duties may be assigned.  

Prepares estimates and processes retirement applications. Meets one-on-one with headquarters staff and via telephone or video conference with field staff.  
  
Assists employees with retirement coverage error corrections in support of the Federal Erroneous Retirement Coverage Corrections Act (FERCCA).  
  
Provides death benefits counseling and provides survivors with counseling on death benefits payable.  
  
Provides retirement counseling. Determines retirement eligibility and prepares final retirement estimates. Processes retirement applications, handles retirement error corrections, and completes survivor benefit forms for federal government employees.  
  
Upon direct contact from the employee or referral from HCO, contacts each GAO employee seeking retirement counseling services. Contact is made by the end of the next business day on which the retirement specialist is working for the purpose of scheduling a counseling session and determining the scope of services desired (i.e., annuity estimate(s), answers to specific questions, general information on specific retirement topics, etc.).  
  
Properly prepares for counseling sessions, including preparing requested estimated annuity calculations. Uses retirement benefits calculator provided by GAO and/or the employees OPF if information is not in the calculator. Researches answers to staff member questions.  
  
Conducts one-on-one counseling sessions with each employee referred by GAO within ten (10) workdays of referral (unless the employee prefers a later date). Conducts a follow-up counseling session as appropriate (i.e., if unable to cover all requested matters in the initial session or if new matters are raised in the initial session that require additional time).  
  
Processes retirement applications and follows OPM and GAO requirements on logging information into tracking system. Sends email notifications, assembles retirement packages, and conducts final retirement counseling sessions.  

  
At GAO's direction, contacts the appropriate family member(s) or other designee(s) in the event of a GAO employee death. Contact is made by the end of the next business day on which the retirement specialist is working. Processes all necessary survivor benefits forms in connection with the event.  
  
Maintains an automated scheduling calendar that is accessible by GAO employees and allows them to schedule appointments. The Retirement and Benefits Specialist may meet this obligation by maintaining calendars for this in GAO's Outlook email application.  

EDUCATION AND EXPERIENCE 

Bachelor’s degree preferred; must have five (5) years related experience and substantial knowledge of retirement services.  

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this job.

The physical demands described here are representative of those that must be met by an employee to perform successfully the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this job. Work is primarily performed in an office environment. Regularly required to sit. Regularly required use hands to finger, handle, or feel, reach with hands and arms to handle objects and operate tools, computer, and/or controls. Required to speak and hear. Occasionally required to stand, walk and stoop, kneel, crouch, or crawl. Must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, depth perception, and ability to adjust focus. Exposed to general office noise with computers printers and light traffic.

EOE including Disability/Vet

The estimated pay range for this role is $40 to $62 an hour, with the final offer contingent on location, skillset, and experience.   

CNI offers a comprehensive benefits package that includes: 

• Medical 

• Dental 

• Vision 

• 401(k) 

• STD/LTD/AD&D 

• Employee Assistance Program (EAP) 

• Paid Time Off (PTO) 

• Training and Development Opportunities 

Your application submission will be considered for all potential employment opportunities with Chickasaw Nation Industries (CNI).