Trust Funds Specialist Job at State of Wisconsin
Introduction
Do you like going the extra mile for your customers? Are you looking for a career where you have the opportunity to make a difference in someone's life every day? Then apply now to start making a difference in the lives of thousands!
What We're Looking For: The Division of Retirement Services is currently recruiting for Trust Funds Specialists at either the Entry or Objective level. We're looking for critical thinkers who love to interact with people and are comfortable managing competing priorities in a fast-paced environment.
Who We Are: The Department of Employee Trust Funds (ETF) manages retirement, insurance, and other benefit programs for 600,000+ state and local government employees and retirees of the Wisconsin Retirement System (WRS). Our members are at the center of everything we do, and we're committed to enhancing their well-being by delivering expert guidance, strong, sustainable benefit programs, and an exceptional customer experience. We're looking for talented people who will help us achieve our mission to develop and deliver quality benefits and services to our customers while safeguarding the integrity of the Trust we manage.
What We Offer: This is an excellent opportunity to start a meaningful and rewarding career with ETF. Our employees have access to an excellent comprehensive benefit and compensation package, that includes paid time off so you can truly have a work/life balance! If you have student loans and work full time in a public service job (like this one!) you may be eligible for the Public Service Loan Forgiveness Program. To learn more about ETF’s complete compensation package, please visit our Total Rewards Calculator!
Some positions may be eligible for remote or hybrid work flexibility. Some work areas require staff to report to the office on a regular basis. If interested in remote or hybrid work, this topic can be discussed in more detail during the interview process. The selected employee(s) must report to the ETF office on their first day of employment. In addition, the employee may need to report to ETF on short notice as operational needs require.
Where We're Located: ETF is headquartered in the award-winning city of Madison, Wisconsin. Located just off University and Sheboygan Avenues, at 4822 Madison Yards Way, within walking distance to several parks, restaurants, and Hilldale Shopping Center.
Position Summary
As a Trust Funds Specialist, you’ll be responsible for providing complex and detailed benefit information to employers, program participants and their dependents or beneficiaries, and administering those benefit programs. This includes administering the benefit programs by analyzing records to determine WRS benefit eligibility; analyzing participant records to determine insurance, disability, and sick leave eligibility; calculating benefit estimates; and effectively communicating benefit information through various methods including telephone, in writing, in person, and through virtual technology.
You will also be involved with researching and resolving complex inquiries by analyzing and interpreting Wisconsin Statutes, Administrative Code, and departmental policies and procedures. While all positions have a customer centric role, some positions will have more direct customer contact on a regular basis. Specific duties vary from position to position.
To learn more about the different Trust Funds Specialist positions within the Division of Retirement Services, click here.
Salary Information
This position may be hired at either the Entry or Objective level. The Entry level is in classification Trust Funds Specialist (pay schedule/range 07-04) with a starting salary between $19.46-$26.01 per hour, plus excellent benefits. The Objective level is in classification Trust Funds Specialist-Objective (pay schedule/range 07-03) with a starting salary of $25.32-28.05 per hour, plus excellent benefits. Pay for current and new state employees will be set in accordance with the Wisconsin State Compensation Plan in effect at the time of appointment.
A 12-month probationary period is required.
Job Details
ETF does not sponsor work visas at any time. Any appointment made will be contingent on the applicant being able to prove valid status to work in the United States.
Prior to any appointments for position(s) filled from this announcement, candidates may be subject to a comprehensive criminal background check to determine whether the circumstances of any conviction may be related to the duties required of the position.
All state employees must report their COVID vaccination status, whether vaccinated or not and provide supporting documentation if vaccinated. Newly hired employees will be required to submit this information within their first two weeks of employment. The State of Wisconsin continues to follow necessary health and safety protocols for COVID. Please visit Division of Personnel Management Coronavirus - COVID-19 (wi.gov) for the most up-to-date information. Guidance may be subject to change.
This recruitment may be used to fill any current and future Trust Funds Specialist vacancies that occur in the Division of Retirement Services over the next 3-6 months.
Qualifications
Minimally Qualified candidates will have professional experience with all of the following:
- Interpreting and applying policies, procedures, documents, etc.***
- Poviding issue resolution or troubleshooting to customers.***
- Using various resources to research and gather information to aid in decision making***
- Utilizing computer applications to manage workflows, assess databases, manage e-mails, create documentation, etc.***
In addition, Highly Qualified candidates will also have experience with the following:
- Providing information about employee benefit programs (e.g. retirement/pension benefits, health or life insurance, workers compensation, disability insurance, etc.) to customers and/or members.
NOTE: To be considered at the Objective level, candidates must have experience independently resolving customer issues regarding employee benefit programs and serving as a training resource to other team members. Level of position will be determined based on the qualifications of the selected candidates at the time of hire.
Your letter of qualifications and resume are very important parts of your application and are used during our evaluation process to determine your qualifications as they relate to the job. Click here for instructions on developing your resume and letter of qualifications.
How To Apply
To be considered for this position, you must attach a resume and letter of qualifications addressing your training and experience with the qualifications listed above. ***Those items marked above are required minimum qualifications for this position and your experience with these items must be clearly described in your letter of qualifications and resume.
Online applications that do not include all requested materials may not be considered. Submitted materials will be evaluated by a panel of job experts and the most qualified applicants will be invited to participate in the next step of the selection process. Questions can be directed to ETF Human Resources: ETFJobs@etf.wi.gov.
To apply, click “Apply for Job” to start the application process. You'll then access your existing account or create a new one if you don’t currently have an account. Once you are logged in, click “Apply for Job.” Follow the steps outlined in the application process and submit your application.
Permanent classified state employees who are eligible for consideration (transfer, voluntary, or demotion) for a position assigned to the stated pay range or counter-part pay range, should complete the application process described above by the stated deadline.
Qualified veterans with a 30% or greater service-connected disability should send your cover letter, resume, DD-214 (honorable discharge), and documentation of your service-connected disability rating (dated within 12-months) to ETF Human Resources: ETFJobs@etf.wi.gov. Current State employees are not eligible for non-competitive appointment.
ETF is an Equal Opportunity and Affirmative Action employer seeking a diverse and talented workforce.
Deadline to Apply
Application materials are due by 11:59 pm on April 17, 2023.
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