Refund Specialist

Refund Specialist

STRS Ohio is seeking a Refund Specialist to join the Finance/Employer Reporting team.

Established in 1920 and serving Ohio's educators, STRS Ohio is one of the nation's largest retirement systems, serving nearly 550,000 active, inactive, and retired public-school teachers, and university faculty members, managing approximately $96.3 billion as of June 30, 2025, in assets and paying more than $7 billion in benefits annually.

STRS Ohio provides a competitive pay, and a comprehensive benefits package including on-site parking, educational assistance, subsidized medical insurance, fully paid dental and life insurance, vacation and sick leave, retirement benefits and on-site fitness center. At STRS Ohio, you can experience rewarding work in a professional, business casual work environment. We welcome, celebrate, and promote respect for everyone. We are continually seeking bright and talented individuals to join our team.

Compensation:

$23.28 - $26.19/ hr.

Work Schedule:

8:00am-5:00pm Monday-Friday (Onsite)

General Summary:

Under the direction of the supervisor, Member Withdrawals and the manager, Employer Advising and Member Withdrawals, respond to oral and written inquiries regarding refunds, mail refund applications, process completed refund applications and perform a variety of other tasks related to refund applications.

Summary of Responsibilities:

• Respond to member inquiries, in writing and over the telephone, regarding member account withdrawals.
• Process requests for refund applications from members.
• Process completed refund applications; input and review applicable data and prepare the account for proper disbursement. Follow up with members as needed.
• Review employer certification of current year contributions and service credit; follow-up with employers as necessary.
• Verify refund or membership status with School Employees Retirement System (SERS) and Ohio Public Employees Retirement System (OPERS) when applicable.
• Assist in other areas of finance department as requested.

Summary of Qualifications:

• High school diploma or equivalent required.
• Associate's degree in business, accounting or finance or substantial college-level course work preferred.
• One to three years relevant experience preferred.
• Experience in tax or pension plans preferred.
• Ability to work with and preserve confidential information required.
• Above-average oral and written communication and relationship skills.
• Interpersonal skills necessary to deal effectively and courteously with internal and external contacts required.
• Above-average organizational skills and a high degree of accuracy and attention to detail required.
• Proven ability to operate Microsoft Office programs and standard office equipment required.
• Ability to work independently and in a team environment while meeting deadlines with minimal direct supervision required.
• Excellent work record of attendance, punctuality and the ability to maintain a flexible work schedule to meet business needs. Occasional evening, weekend and non-regular work hours may be required.

Equal Employment Opportunity Employer Statement

State Teachers Retirement System of Ohio (STRS) is an Equal Employment Opportunity Employer and prohibits discrimination and harassment of applicants or employees on the basis of race, color, religion, gender, gender identity or expression, national origin (ancestry), military status, disability, age, genetic information, sexual orientation, or caregiver status, in making employment-related decisions about an individual.

Visa/Sponsorship

To be offered a position with STRS Ohio, you must be either a U.S. citizen or possess proper legal authorization to work in the U.S. for the type of job you are seeking. This position is not eligible for visa sponsorship. Applicants must be authorized to work in the United States without the need for visa sponsorship.

ADA Statement

STRS Ohio is committed to ensuring access, inclusion, and reasonable accommodations across all its services, activities, programs, and employment opportunities in accordance with the Americans with Disabilities Act (ADA) and other applicable laws.

Posting Drug-Free Workplace Statement

The State Teachers Retirement System of Ohio (STRS Ohio) is a drug-free workplace. The use of recreational marijuana and non-medical cannabis is strictly prohibited.

Pre-Employment Drug Testing

All final candidates tentatively selected for employment will be required to undergo a urinalysis drug screening prior to appointment. This screening includes testing for illegal substances, including marijuana. A positive test result will disqualify the applicant from employment unless valid medical documentation is provided for legally prescribed medications or a physician's recommendation for medical marijuana.

Pre-Employment Background Investigation

The final candidate selected for this position will be subject to a criminal background check. STRS Ohio will conduct an individualized assessment of any prior criminal convictions before making a determination regarding employment eligibility.