Retirement Analyst II - 72002485

  • Florida Department of Transportation
  • Tallahassee International Airport (TLH), 3300 Capital Cir SW, Tallahassee, FL 32310, USA
  • Nov 09, 2020
[Information Technology]

Job Description

Requisition No: 261422

Agency: Management Services

Working Title: RETIREMENT ANALYST II - 72002485

Position Number: 72002485

Salary: $40,948.18

Posting Closing Date: 11/17/2020

Retirement Analyst II

Division of Retirement/Bureau of Retirement Calculations

State of Florida Department of Management Services

This position is located in Tallahassee

The Florida Department of Management Services (DMS) is a customer-oriented agency responsible for managing the various business and workforce-related functions of state government. Under the direction of Governor Ron DeSantis and DMS' Executive Leadership Team, the agency oversees the real estate, procurement, human resources, group insurance, retirement, technology, private prisons, fleet, and federal property assistance programs utilized throughout Florida's state government. DMS is relied upon to establish, maintain and improve the business processes used by state employees to create a better, not bigger government. DMS facilitates the delivery of these programs and services and provides tools and training to bolster the efficiency and effectiveness of the state's workforce. It is against this backdrop that DMS strives to demonstrate its mission, "We serve those who serve Florida." Under the leadership of DMS Secretary Jonathan Satter, DMS' employees embody four pillars on a daily basis: lead by example, serve with excellence, create efficiencies, and challenge the status quo.

This is highly complex and technical work in the analysis of retirement accounts. The incumbent exercises considerable independent judgment under the general supervision of the bureau chief. The incumbent must possess a comprehensive working knowledge and understanding of the philosophy and provisions of Florida Statutes relating to retirement, which may include Chapters 112, 121, 122, 123, 238, 250, 321, 175, and 185 and all administrative rules, policies, and procedures developed pursuant to such laws. The incumbent may also be required to possess a comprehensive working knowledge and understanding of the Internal Revenue Service (IRS) and Social Security Administration provisions relating to retirement programs. Duties and responsibilities are as follows:

Position responsibilities:


  • Be knowledgeable of all bureau processes and associated screens (including website). Assist with and coordinate requests for Integrated Retirement Information System (IRIS) or website corrections and enhancements.
  • Prepare and assist bureau sections with preparing System Investigative Report (SIR) documents to alert contracted systems consultants that problems exist, or to request system enhancements to IRIS or website screens.
  • Assist each section with testing corrections or enhancements to IRIS or website, including coordinating testing with staff from other division areas for cross functional SIRs. Responsible for ensuring each SIR is thoroughly tested before changes are implemented to ensure data integrity.
  • Track and monitor all stages of bureau's SIR projects.
  • Provide user assistance for navigating IRIS/workflow screens and identifying interface problems. Coordinate reporting the bureau's IRIS and/or workflow problems to contracted systems consultants and ensure timely and effective resolutions.
  • Serve as liaison between the sections within the bureau, other division functional areas, and contracted systems consultants on cross-functional issues.
  • Coordinate and act as bureau liaison for the Member Annual Statement (MAS) project.
  • Coordinate all stages of the outgoing correspondence to our external customers (approximately 100,000 annually for the bureau).
  • Coordinate the bureau changes/additions to the Knowledge Base.
  • Assist with all aspects of the bureau's administration of Investment Plan provisions.
  • Develop educational materials and procedures to be used for training and coordinate training initiatives.


  • Review web user reports daily to proactively identify accounts that need additional review.
  • Determine which reviewed web user accounts need customer service follow up and/or an administrative block to FRS Online access. Contact payees or members for additional information, as needed.
  • Follow up customer-initiated complaints about possible unauthorized access to their FRS Online (web account). Examples include customers calling about letters they received notifying them of changes to direct deposit information, FRS Online account information, or address changes.
  • Follow up and monitor individual accounts being reviewed and report to division management team as required.


  • Coordinate special projects for the Bureau of Retirement Calculations and division management team.
  • Performs other related duties and assignments as required.
  • Knowledge, Skills and Abilities:
  • Knowledge of the principles and techniques of effective communication.
  • Knowledge of basic arithmetic.
  • Knowledge of the methods of data collection and analysis.
  • Knowledge of basic management principles and practices.
  • Ability to review data for accuracy, identify errors and take corrective action.
  • Ability to collect, evaluate, analyze and verify data relating to benefits plans
  • Ability to understand and apply applicable rules, regulations, policies and procedures relating to benefit plans.
  • Ability to train others.
  • Ability to organize data into logical format.
  • Ability to utilize problem-solving techniques.
  • Ability to work independently.
  • Ability to plan, organize and coordinate work assignments.
  • Ability to communicate effectively.
  • Ability to establish and maintain effective working relationships with others.
  • Ability to direct and coordinate the planning and implementation of operational and program reviews and program monitoring activities.
  • Ability to prioritize workload.
  • Ability to develop various reports.
  • Ability to design, develop and implement research models.
  • Ability to manage a benefits services program.
  • Ability to assess budgetary needs.
  • Ability to formulate policies and procedures.
  • Accountability, Communication, Empowerment, Flexibility, Integrity, Respect, Teamwork
  • This position requires sedentary work with repetitive motions.

Minimum Qualifications:

A bachelor's degree from a college or university and 2 years of professional experience in the area of insurance, retirement or social security, administration, call center, customer service, fiscal work, statistics, personnel, or any combination thereof.

Professional experience in the areas described or any combination of the above, can substitute on a year-for-year basis for the required college education.

DMS is committed to successfully recruiting and onboarding talented and skilled individuals into its workforce. We recognize the extensive training, experience, and transferrable skills that veterans and individuals with disabilities bring to the workforce. Veterans and individuals with disabilities are encouraged to contact our recruiter for guidance and answers to questions through the following provided email addresses.

An individual with a disability is qualified if he or she satisfies the skills, experience, and other job-related requirements for a position and can perform the essential functions of the position with or without reasonable accommodation.

Candidates requiring a reasonable accommodation, as defined by the Americans with Disabilities Act, must contact the DMS Human Resources (HR) Office at (850) ###-####. DMS requests applicants notify HR in advance to allow sufficient time to provide the accommodation.

Successful completion of background screening will be required for this position.

The State of Florida is an Equal Opportunity Employer/Affirmative Action Employer, and does not tolerate discrimination or violence in the workplace.

Candidates requiring a reasonable accommodation, as defined by the Americans with Disabilities Act, must notify the agency hiring authority and/or People First Service Center (1-866-###-####). Notification to the hiring authority must be made in advance to allow sufficient time to provide the accommodation.

The State of Florida supports a Drug-Free workplace. All employees are subject to reasonable suspicion drug testing in accordance with Section 112.0455, F.S., Drug-Free Workplace Act.

VETERANS' PREFERENCE. Pursuant to Chapter 295, Florida Statutes, candidates eligible for Veterans' Preference will receive preference in employment for Career Service vacancies and are encouraged to apply. Candidates claiming Veterans' Preference must attach supporting documentation with each submission that includes character of service (for example, DD Form 214 Member Copy #4) along with any other documentation as required by Rule 55A-7, Florida Administrative Code. Veterans' Preference documentation requirements are available by clicking here. All documentation is due by the close of the vacancy announcement.

Nearest Major Market: Tallahassee

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