The skill sets we are looking for relate to supporting our senior relationship
managers. Client support and administrative tasks come to mind. Most of the
applicants we received in the first round had an “IT” background rather than a
relationship management focus. We are open to different backgrounds and
experiences. However, did not see a strong correlation between candidates and
the position description/functional title.
Position Purpose:
This position will be responsible for assisting Relationship Managers with
supporting the overall business relationship with each assigned existing and
potential municipality and/or member. This position will assist in the
management and coordination of current and new business development, pension
plan contract management, client satisfaction, and dispute resolution.
Description of Duties:
Assists with the maintenance of client paperwork, files, records, and
documentation accurately and in compliance with standards and best practices.
Assists in coordinating client meetings, appointments, and follow-up as
required. Helps prepare and distribute meeting agendas, minutes, and action
items.
Acts as a point of contact for municipalities and/or members, assists with
handling inquiries and resolving issues promptly, accurately, and
professionally.
Contributes to the preparation of client communications, reports, and
presentations as needed.
Collaborates with the Chief Programs Officer, Director of Client Relations,
Relationship Managers, or other professional staff to ensure municipalities
and/or members receive exceptional service and support.
Collaborates closely with the Chief Programs Officer, Director of Client
Relations, Relationship Managers, or other professional staff to prepare various
operational and activity reports. This entails the preparation of said reports
in final and/or draft form and often requires the gathering of statistical or
other information.
Compiles and analyzes data to identify trends, opportunities, and areas for
improvement.
Assists in preparing regular and ad-hoc reports for municipalities, members, and
internal stakeholders. Collaborates with the team to develop insights and
recommendations based on data analysis.
Maintains knowledge of PMRS’ base plan documents associated with defined benefit
and cash balance plans as well as a working understanding of plan-specific
adoption agreements that set forth specific provisions of each pension plan
under management. Understands relevant functional and legal differences among
IRS qualified retirement plans eligible for local government use, the key
employer fiduciary obligations and plan administration responsibilities
associated with PMRS-administered pension plans, and the specific information
contained in PMRS’ member-related statements and calculations.
Ensures compliance with regulatory requirements and internal policies related to
pension administration. Assists in conducting risk assessments, audits, and
compliance reviews.
Collaborates with the team to implement risk mitigation strategies and control
measures.
Participates in training sessions and workshops to enhance knowledge of pension
administration services.
Assists in onboarding new team members and provides ongoing support and
guidance. Contributes to the development of training materials and resources for
internal use.
Participates in special projects as assigned by the Chief Programs Officer,
Director of Client Relations, Relationship Managers, or other professional
staff.
Represents the Pennsylvania Municipal Retirement System in meetings and performs
and/or coordinates various administrative functions and other related duties as
assigned.
Decision Making Responsibilities:
This position is expected to work with a high degree of independence with
supervision being general in nature with work being reviewed for results.
Assignments are provided by, but not limited to: the Chief Programs Officer,
Director of Client Relations, Relationship Managers, and other professional
staff as appropriate. Work is reviewed prior to assignment and upon completion
with discussions of important issues or unique circumstances as required.
Long-term projects are assigned in the form of goals, expected outcomes, and
timeframes, allowing the incumbent to determine the best course of action(s) to
achieve the desired outcome. Consultation is expected with management when
situations have unusually broad implications, are of a sensitive nature, or have
a significant impact.
Essential Functions:
1. Communicates effectively, both orally and in writing
2. Interprets applicable policies and procedures
3. Organizes, prioritizes, and monitors work assignments
4. Develops and finalizes correspondence, presentations, contracts, and
reports
5. Establishes and maintains effective working relationships
6. Understands pension administration concepts and practices
7. Applies legislative and policy requirements
8. Diagnoses and troubleshoots problems
9. Uses personal computer, associated software, and standard office equipment
10. Logs and tracks correspondence and client communication