Retirement Analyst

Job Description

EXTERNAL JOB POSTING

POSITION POSTING: Massachusetts Teachers’ Retirement System

FUNCTIONAL TITLE: Retirement Analyst – Member Services

LOCATION: 500 Rutherford Ave., Charlestown, MA 02129-1628

STARTING SALARY: $57,222

DATE OF POSTING: Monday, March 23, 2026

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The Massachusetts Teachers’ Retirement System (MTRS) is the pension plan for the Commonwealth’s public school educators. The plan provides retirement, disability, and survivor benefits to more than 71,000 recipients and maintains and services retirement accounts for over 102,000 active members and 35,000 inactive members.

Our agency mission is to ensure that members of the MTRS achieve and maintain a successful and secure retirement through responsible benefits administration, financial integrity and the provision of outstanding services.

GENERAL STATEMENT OF DUTIES

Under the general supervision of the Director(s) and Assistant Director(s) of Member Services

(Charlestown office), the Retirement Analyst assists members of the MTRS by:

• Calculating and processing service purchase applications.
• Responding professionally to a variety of written, telephone, and in-person inquiries from members, employers and other constituents in assigned parameters.
• Assisting members with creditable service estimates, benefit estimates and other retirement planning needs.
• Assisting members at educational seminars both on site and off site, as needed.
• Performing calculations, specialized services, and administrative functions to ensure efficient workflow, as needed.
• Acquiring knowledge of Chapter 32, state and federal regulations, and case law, on a continuing basis, as it relates to the work of the unit.
• Providing assistance to active members, retirees, and survivors, as needed.
• Participating fully in all agency projects, meetings and training programs, as assigned.

QUALIFICATIONS REQUIRED

• Excellent mathematical and analytical skills.
• Must be detail oriented, organized and accurate.
• Desire to work in an environment committed to teamwork and quality service.
• Ability to communicate effectively and professionally both orally and in writing.
• Ability to interpret and apply retirement laws and regulations.
• Ability to follow instructions and function both independently and as a member of a team.
• Ability to maintain harmonious relationships with the membership, employers, other members of the public and MTRS staff.
• Must be flexible and able to handle a multitude of tasks.
• Proficiency with Microsoft Office Suite.
• Proficiency with database applications.
• A reliable means of transportation in the event of work-related travel.

EXPECTED HOURS OF WORK

New hires are required to report to the office five days per week for 90 calendar days in the position of Retirement. Thereafter, new hires may apply for a hybrid telework schedule (Generally, 2 days in-office and 3 days remote.) Hours of remote work are flexible, but the in-office work schedule is generally Monday through Friday, 9 AM to 5 PM (30-minute lunch break). This position may require extended hours.

APPLICATION PROCESS

Applicants must submit a cover letter and résumé to Robert Fabino, Chief Human Resources and Legal / Legislative Affairs Officer, at rob.fabino@trb.state.ma.us. The cover letter must address why the applicant’s background and training would make them a good fit for the position of Retirement Analyst with the MTRS. Applicants will be required to take a skills test designed to evaluate their basic writing, math and computer skills.

The Commonwealth is an Equal Opportunity Employer and does not discriminate based on race, religion, color, sex, gender identity or expression, sexual orientation, age, disability, national origin, veteran status, or any other basis covered by appropriate law. Research suggests that qualified women, Black, Indigenous and Persons of Color (BIPOC) may self-select out of opportunities if they don't meet 100% of the job requirements. We encourage individuals who believe they have the skills necessary to thrive to apply for this role.