Retirement Specialist

Summary

Federal Retirement Specialist

Chartis Federal delivers mission-critical technology and professional services that help law enforcement, homeland security, and defense organizations operate safely and effectively. Our continued growth has earned recognition as a two-time Washington Technology FAST 50 company and a five-time Inc. 5000 honoree. We pair the resources of an established federal contractor with a collaborative environment where employees can see the impact of their work.

Chartis Federal is seeking an experienced federal retirement specialist to help U.S. Coast Guard employees navigate important career and life decisions with accurate, timely guidance. The specialist will independently review voluntary and disability retirement cases, prepare estimates, advise employees and HR staff, and process retirement actions in accordance with federal requirements. This position is contingent upon contract award.

Duties and Responsibilities

• Review voluntary and disability retirement packages for completeness, accuracy, and compliance with applicable federal requirements.
• Prepare retirement estimates and clearly explain the calculations, assumptions, eligibility considerations, and available options.
• Provide knowledgeable, responsive advisory support to employees and HR staff throughout the retirement process.
• Identify missing or inconsistent documentation, resolve case issues, and coordinate follow-up needed to keep cases moving.
• Code and process retirement personnel actions in accordance with OPM's Guide to Processing Personnel Actions.
• Protect sensitive personnel information and complete all work within client-secured systems using Government-Furnished Equipment (GFE).
• Meet established timeliness and quality standards, including accurate retirement estimates and packages requiring no more than minor correction.

Requirements

• At least six years of experience providing federal retirement support comparable to the services described above.
• Expert knowledge of federal retirement benefits, eligibility requirements, and applicable laws, regulations, and policies.
• Demonstrated ability to independently review retirement cases, prepare estimates, advise employees, and resolve complex case issues.
• Experience coding and processing retirement personnel actions in accordance with OPM guidance.
• Strong analytical, customer-service, and written and verbal communication skills.
• Proficiency with Microsoft Word, Excel, PowerPoint, and Outlook.
• Ability to read, write, speak, and understand English fluently.
• Ability to successfully complete a Tier 1 background investigation and obtain and maintain the required Public Trust determination and Common Access Card (CAC). No Secret or higher-level clearance is required.

Why Join Chartis Federal?

• Medical, dental, and vision insurance
• Retirement benefits with company contributions
• Professional development and career-growth support
• A collaborative workplace where specialized expertise and mission impact are valued

Chartis Federal is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other characteristic protected by applicable law. Chartis Federal participates in E-Verify.

Job Description

Federal Retirement Specialist

Chartis Federal delivers mission-critical technology and professional services that help law enforcement, homeland security, and defense organizations operate safely and effectively. Our continued growth has earned recognition as a two-time Washington Technology FAST 50 company and a five-time Inc. 5000 honoree. We pair the resources of an established federal contractor with a collaborative environment where employees can see the impact of their work.

Chartis Federal is seeking an experienced federal retirement specialist to help U.S. Coast Guard employees navigate important career and life decisions with accurate, timely guidance. The specialist will independently review voluntary and disability retirement cases, prepare estimates, advise employees and HR staff, and process retirement actions in accordance with federal requirements. This position is contingent upon contract award.

Duties and Responsibilities

• Review voluntary and disability retirement packages for completeness, accuracy, and compliance with applicable federal requirements.
• Prepare retirement estimates and clearly explain the calculations, assumptions, eligibility considerations, and available options.
• Provide knowledgeable, responsive advisory support to employees and HR staff throughout the retirement process.
• Identify missing or inconsistent documentation, resolve case issues, and coordinate follow-up needed to keep cases moving.
• Code and process retirement personnel actions in accordance with OPM's Guide to Processing Personnel Actions.
• Protect sensitive personnel information and complete all work within client-secured systems using Government-Furnished Equipment (GFE).
• Meet established timeliness and quality standards, including accurate retirement estimates and packages requiring no more than minor correction.

Requirements

• At least six years of experience providing federal retirement support comparable to the services described above.
• Expert knowledge of federal retirement benefits, eligibility requirements, and applicable laws, regulations, and policies.
• Demonstrated ability to independently review retirement cases, prepare estimates, advise employees, and resolve complex case issues.
• Experience coding and processing retirement personnel actions in accordance with OPM guidance.
• Strong analytical, customer-service, and written and verbal communication skills.
• Proficiency with Microsoft Word, Excel, PowerPoint, and Outlook.
• Ability to read, write, speak, and understand English fluently.
• Ability to successfully complete a Tier 1 background investigation and obtain and maintain the required Public Trust determination and Common Access Card (CAC). No Secret or higher-level clearance is required.

Why Join Chartis Federal?

• Medical, dental, and vision insurance
• Retirement benefits with company contributions
• Professional development and career-growth support
• A collaborative workplace where specialized expertise and mission impact are valued

Chartis Federal is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other characteristic protected by applicable law. Chartis Federal participates in E-Verify.