Job Description
About the Office of the Massachusetts State Treasurer and Receiver General ("Treasury")
Our mission is to manage and safeguard the State's public deposits and investments through sound business practices for the exclusive benefits of our citizens, and perform these duties with integrity, excellence, and leadership. Additionally, we strive to provide economic opportunity, stability, and security for every Massachusetts resident.
We are committed to excellence in recruiting, hiring, and retaining diverse and qualified individuals. We value the culture of diversity and professionalism in the workplace, and strongly believe that our workforce should reflect our community.
https://www.surveymonkey.com/r/FM68GFV
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PURPOSE OF THE JOB
- Competently serve as primary contact and liaison with members of the State Employees' Retirement System ("MSERS"), the general public, outside agencies and staff of the State Retirement Board;
- Provide initial customer service and general support for members of MSERS through the Board's Call Center.
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
- Work full-time in the office Monday through Friday;
- Fully address, or properly direct all telephone, electronic, mailed, or in-person inquiries from MSERS members and related individuals to proper personnel;
- Properly greet, assist and assign to appropriate staff all visitors as necessary at the Board's Boston office;
- Accurately and timely respond to all incoming phone calls and e-mail as appropriate;
- Competently function as part of Retirement Board Call Center team;
- Maintain working knowledge of each department within the Retirement Board;
- Develop ability to understand and explain to members the procedures of each department related to applicable transactions;
- Provide support and assistance to the various departments within the Retirement Board as needed;
- When appropriate, direct members to related agencies for assistance such as the Massachusetts Group Insurance Commission, United States Social Security Administration, PERAC, and other local retirement systems;
- Participate and assist in Board special projects as needed;
- Develop proficiency with MARIS and OnBase Systems;
- Adhere to and enforce Treasury and Board policies.
OTHER DUTIES AND RESPONSIBILITIES
- Distribute information requested by the members related to retirement accounts;
- Correspond with active members and retirees on all aspects of retirement, including, letters for balances and pension verifications;
- Maintain a high level of customer service at all times;
- Research member requests and provide responses as necessary
- Maintain statistical data regarding telephone and in-person interactions between MSERS members and Board staff.
- Other duties as assigned.
IV. SUPERVISORY RESPONSIBILITIES
- N/A
Qualifications
V. KNOWLEDGE AND SKILLS
- Ability to successfully manage multiple tasks;
- Current advanced working knowledge of Microsoft Word, Excel, Windows required including the ability to execute mail merge projects;
- Current working knowledge of Adobe Acrobat products;
- Excellent communication, interpersonal and organizational skills required;
- Ability to develop working knowledge of MARIS and OnBase, Retirement Board's computer systems;
- Ability to develop working knowledge of M.G.L. Chapter 32 and state retirement benefits;
- Basic Knowledge of multi-line telephone systems.