Retirement Services Specialist - Retirement Services Representative

Working Title: Retirement Services Representative

Job Class: Retirement Services Specialist

Agency: Teachers Retirement Association

• Job ID : 97754

• Location : St. Paul

• Telework Eligible : Yes

• Full/Part Time : Full-Time

• Regular/Temporary : Unlimited

• Who May Apply : Open to all qualified job seekers

• Date Posted : 10/19/2026

• Closing Date : 10/26/2026

• Hiring Agency/Seniority Unit : Teachers Retirement Assoc / Teachers Retirement Asc-MAPE

• Division/Unit : TRA Pension Administration / Member Services (Phone Center)

• Work Shift/Work Hours : Day Shift

• Days of Work : Monday - Friday

• Travel Required : Yes - Up to 10%

• Salary Range: $24.40 - $35.30 / hourly; $50,947 - $73,706 / annually

• Classified Status : Classified

• Bargaining Unit/Union : 214 - MN Assoc of Professional Empl/MAPE

• FLSA Status : Nonexempt

• Designated in Connect 700 Program for Applicants with Disabilities (https://mn.gov/mmb/careers/diverse-workforce/people-with-disabilities/connect700/) : Yes

The work you'll do is more than just a job.

At the State of Minnesota, employees play a critical role in developing policies, providing essential services, and working to improve the well-being and quality of life for all Minnesotans. The State of Minnesota is committed to equity and inclusion, and invests in employees by providing benefits, support resources, and training and development opportunities.

Teachers Retirement Association (TRA) has been administering pension coverage to Minnesota educators for decades, with a mission to help members and their beneficiaries plan for an independent and financially secure retirement. We are currently seeking job candidates with strong communication, interpersonal, and mathematical skills to serve as TRA's Retirement Services Representative.

This position is part of TRA’s Member Services (Phone Center) and exist to help educators understand the value of retirement planning specific to TRA benefits. This position will primarily deliver available benefit information and options to Minnesota public schools’ educators and their beneficiaries by phone, chat, and/or email. Additionally, the incumbent in this role will be further required to perform a variety of calculations, both routine and complex.

This position is located in our Saint Paul, Minnesota office. The role is telework eligible; however, incumbents must work a full-time in-office schedule for at least the first six (6) months to complete mandatory training. Thereafter, the position is anticipated to follow a designated hybrid work schedule based on business need and performance. Additionally, business travel may be required up to 10% for this role.

TRA prioritizes work-life balance for our employees and may request, only on occasion, that staff work overtime and/or flex their time in order to complete critical projects or meet important deadlines. Typically, full-time, non-exempt employees at TRA work a 40-hour workweek.

Minimum Qualifications

One (1) year of work experience providing customer service related to employee benefits administration, government benefits administration, accounting, payroll, finance, or insurance. A Bachelor’s degree in Business, Accounting, Finance, Math, Public Administration, or a closely related field can substitute for this experience.

Work experience must demonstrate the following:

• Experience performing calculations.

• Ability to interpret and apply laws and policies to work assignments.

• Ability to train and explain financial concepts to a variety of audiences, primarily in a call center environment.

• Ability to diagnose problems and recommend solutions for process improvement purposes.

• Ability to plan, organize, and successfully manage competing priorities.

• Strong oral communication, written communication, and interpersonal skills.

• Proficiency in using Microsoft Word, Excel, Outlook, Cisco WebEx, and/or equivalent software packages.

Successful candidates must also be able to secure their own transportation for in-state business travel and/or conferences.

Preferred Qualifications

Experience in a call center environment that provides both phone and chat services to customers.

Experience communicating financial concepts to diverse audiences and stakeholders.

Experience providing retirement or pension benefit services.

Possession of an Advanced Degree in Business, Accounting, Finance, Math, Public Administration or a related field.

Physical Requirements

This position requires occasional transporting of articles such as file folders, ledgers and/or small tools. May be required to move or maintain a stationary position for long periods of time.

Additional Requirements

Successful candidates must pass past-employer reference checks and a criminal background check.

It is the policy of TRA that all finalist(s) submit to a background check prior to employment. The background check may consist of the following components:

• State of Minnesota state government employment records check (applies to current and past State of Minnesota state government employees only)

• Criminal History Check

• Employment Reference Check

• Social Security and Address Verification

• Education Verification

• Driver's License Check

AN EQUAL OPPORTUNITY EMPLOYER

Minnesota State Colleges and Universities is an Equal Opportunity employer/educator committed to the principles of diversity. We prohibit discrimination against qualified individuals based on their race, sex, color, creed, religion, age, national origin, disability, protected veteran status, marital status, status with regard to public assistance, sexual orientation, gender identity, gender expression, or membership in a local commission as defined by law. As an affirmative action employer, we actively seek and encourage applications from women, minorities, persons with disabilities, and individuals with protected veteran status.

Reasonable accommodations will be made to all qualified applicants with disabilities. If you are an individual with a disability who needs assistance or cannot access the online job application system, please contact the job information line at 651-259-3637 or email [email protected] . Please indicate what assistance is needed.