Retirement Specialist – Finance, Employees’ Retirement Fund

The Position

JOB SUMMARY

A highly responsible specialist in retirement financial and accounting operations. The Fund is a public employee defined benefit pension plan with more than 680 active members and 900 retirees and beneficiaries as of October 1, 2024. Work is performed under the direction of the Executive Director and the Pension Coordinator.

This employee reports directly to the Executive Director and the Pension Coordinator. This employee is an employee of the Employees’ Retirement Fund and is not an employee of the City of Hollywood.

EXAMPLES OF DUTIES

The position may include the following duties and responsibilities as well as other related assignments, as may be directed by the Executive Director or Board:

• Assist in the reconciliation and recording of all financial transactions into the accounting system.
• Assist in the determination of eligibility, and processing of vested and normal retirements.
• Process, deposit, and reconcile all income accounts.
• Assist in the processing of benefit checks and invoices.
• Assist in the preparation of the annual audited financial statements under Generally Accepted Accounting Principles (GAAP), and other financial reports.
• Maintain, reconcile, and update members’ account information in the pension management system.
• Assist in the review of compensation, years of credited service, account balances, required contributions and member eligibility for retirement.

• Assist in the coordination of information from active members, retirees, beneficiaries, trustees, City departments, other agencies and retirement funds.
• Assist in the coordination and production of agendas and calendars of Items for Board and Committee meetings
• Provide support to the Executive Director, Pension Coordinator, and the Retirement Specialist - Benefits.
• Coordinates registrations and travel arrangements for Trustees and Staff attending pension-related schools, seminars and conferences.
• Assists in distribution of the annual benefit statements to all active members, and quarterly DROP statements to all DROP participants.
• Provide pre- and post-retirement information support for members and beneficiaries.
• Communicate with, and obtain information from, active members, retirees, beneficiaries, trustees, City Departments, other agencies and retirement funds.
• Provide information and support to active members, retirees, beneficiaries, trustees, City departments, other agencies and retirement funds.

ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES:

• Assist the Pension Coordinator in the maintenance of accounting records, benefit payments and other financial records
• Assist in the calculation of compensation, years of credited service, account balances, required contributions and member eligibility for retirement.
• Review forms, applications, and any related materials for completeness and accuracy.
• Answering questions from active members, retirees and beneficiaries.
• Processes member financial changes in pension management system.
• Maintains financial operations files.
• Assist in day-to-day office operations
• Assists with periodic special projects.
• Commit to continuing education to update knowledge on retirement planning, pension laws, and rules governing the operation of the fund.
• Fills in for Pension Coordinator when assigned.
• Ensures professional and accurate responses to employee inquiries adhering to City policies and procedures.

• Effectively and positively represents the City in delivering and performing work with colleagues and residents, irrespective of gender, race, religion, age, disability, political affiliation or belief, or sexual orientation.
• Establishes and maintains effective and professional relationships with work colleagues, supervisors, and managers.
• Handles sensitive and confidential information with professionalism.

• Performs related work as required for this position description only.

The Requirements

EDUCATION/EXPERIENCE:

To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Required:

• Bachelor's degree from an accredited college or university with major coursework in Finance, Accounting, Public Administration or closely related field or equivalent in education, training, and experience which would provide the necessary knowledge, skills and abilities.
• Four (4) years of satisfactory full-time work experience performing computations in a retirement or employee benefit plan, for accounting, auditing, or banking service in a financial institution or a position requiring the application of laws, rules and regulations and the use of statistical, actuarial or similar tables, or experience planning, preparing, analyzing and coordinating a financial closing.
• Must have a state approved four-year high school diploma or its educational equivalent and at least two years of experience.
• Must obtain CPPT certification within three years from the Date of Hire.

Preferred:

• Certified Public Accountant (CPA), Certified Public Finance Officer (CPFO), Certificate of Achievement Public Plan Policy (CAPPP), or previous experience in a Municipal Government a plus.

CERTIFICATES, LICENSES, REGISTRATIONS :

• Valid Driver’s License: With proof of automobile insurance
• Background Check: Must have an acceptable background record
• Driving Abstract: Must have an acceptable driving record

Additional education and experience or an equivalent combination of training and experience may be substituted for the above requirements.

KNOWLEDGE, SKILLS, ABILITIES:

• Knowledge of the principles and practices of retirement benefit administration, financial accounting practices, general office procedures and office etiquette.
• Ability to exercise initiative and good judgment with minimal supervision.
• Ability to effectively communicate both orally and in writing.
• Ability to establish and maintain effective working relationships.
• Ability to maintain accurate and complete records.
• Ability to utilize personal computer and other office equipment, and to utilize various software programs, including but not limited to Microsoft Word, Excel, Access and PowerPoint, and QuickBooks.

PHYSICAL DEMANDS:
The physical abilities described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to walk, sit, write, hear, speak and be required to exert up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects. May require the use of fingers or hands to manipulate objects such as picking, gripping, or pressing. Specific vision abilities required by this job include close and distance vision, peripheral, and depth perception. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

WORK ENVIRONMENT:
Work is performed primarily in an office environment that requires the employee to be sensitive to change and responsive to changing goals, priorities, and needs.

Additional Information

All successful applicants will be required to pass an extensive background which may include criminal history searches, driving history checks, credit report, courthouse searches, education verification, employment verification, professional license verification, or other search methods as deemed necessary for the position. In addition, the applicant will be required to undergo a medical examination, which may include a drug screening, prior to appointment.

As of 12/15/2005 the City will require all newly hired employees to sign an affidavit affirming non-usage of tobacco or tobacco products within the last year prior to submission of application and will continue to be a non-user of tobacco products throughout employment with the Employees Retirement Fund.

REASONABLE ACCOMMODATION: The Employment Office will make reasonable efforts in the examination and workplace to accommodate persons with disabilities. Please advise Human Resources of special needs by calling (954) 921-3216.

All applicants receive consideration for employment regardless of race, color, religion, gender, national origin, age, abilities, marital status, political affiliation, familial status, sexual orientation, pregnancy, or gender identity and expression (except as limited by law, Personnel Rules, Collective Bargaining Agreements, or bona fide occupational disqualifications).

The Employees Retirement Fund is an Equal Opportunity / Equal Access Employer.

Compensation consists of a salary and benefit package commensurate with experience and qualifications.

Closing Date/Time: 4/13/2026 11:59 PM Eastern

• 

• City of Hollywood, FL

• 954.921.3216

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