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OFFICE OF HUMAN RESOURCES AND DEVELOPMENT → CLASSIFICATION → TRANSACTIONS ASSISTANT: BENEFITS

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Transactions Assistant: Benefits

MONTGOMERY COUNTY PUBLIC SCHOOLS CLASS DESCRIPTION
OFFICIAL TITLE: Transactions Assistant I CODE: 4480 SQ/OQ: Optimal Qualified
WORKING TITLE: Transactions Assistant: Benefits GRADE: 16-17 MONTHS: 12
SUMMARY DESCRIPTION OF CLASSIFICATION: Under general supervision, performs clerical work processing insurance and retirement transactions for the purpose of updating and correcting employee records, answering and responding to phone inquiries as well as walk-in traffic. Work of this class involves the ability to apply detailed understanding of MCPS policies, regulations and procedures, understanding of negotiated contracts, and understanding of the different transactions that affect an employees record. An employee in this class must have the ability to provide excellent customer service to internal and external customers, and accurately calculate and enter data.
MINIMUM QUALIFICATION STANDARDS
KNOWLEDGE, SKILLS, AND ABILITIES: Working knowledge of human resource, payroll, insurance and retirement policies, regulations and procedures. Operational knowledge to resolve questions and problems from internal and external customers. Working knowledge of MCPS policies, federal and state laws, negotiated agreements, benefit coverage, etc. Ability to perform a wide range of standard office clerical tasks quickly, accurately and efficiently. Ability to meet and adhere to set deadlines Skill in the use of Microsoft Office applications. Excellent human relations skills, oral and written communication skills. Ability to handle high volume of daily employee inquiries, walk-in traffic and correspondence requirements. Sensitivity to confidential private employee information. Knowledge of and the ability to meet the seven core competencies of the Supporting Services Professional Growth System (SSPGS).
EDUCATION, TRAINING, AND EXPERIENCE: High School or GED diploma required. Associates degree in human resources or related field, plus two years of progressively more responsible human resources or related experience in payroll, leave, or insurance and retirement processing work. Experience working in Montgomery County Public Schools or other public human resources administration or educational institution. Other combinations of applicable education, training, and experience which provide the knowledge, abilities, and skills necessary to perform effectively in the position may be considered.
CERTIFICATE AND LICENSE REQUIREMENTS: None.
PHYSICAL DEMANDS: (Special requirements such as lifting heavy objects and frequent climbing.) Position requires the ability to operate a personal computer and related office equipment for sustained periods of time.
SPECIAL REQUIREMENTS: (Frequent overtime or night work required, etc.) Ability to work overtime as necessary, evenings and weekends. Annual leave limited during specified timeframes.
OVERTIME ELIGIBLE: Yes

EXAMPLES OF DUTIES AND RESPONSIBILITIES:

Process data entry changes for insurance and retirement transactions

Ensures that all data entry into the HRIS Lawson system is accurate; checks and verifies transaction documents, input, report output, etc.

Assists senior specialist to research and resolve problems regarding benefit enrollment and changes.

Maintains record retention of all necessary transaction documents such as enrollment forms, retiree and active benefit files, etc.

Assists senior specialist with new employee orientation presentations as needed.

Provides strong customer service for internal and external customers, both oral and written communications.

Provides call center support as needed.

Performs related tasks or other duties as required.
Class Established: 9/2020
Date(s) Revised:
Last Reviewed:

This description may be changed at any time.