Fiscal Assistant

Salary: $41,506.00 - $61,927.00 Annually
Location : Dauphin County, PA
Job Type: Civil Service Permanent Full-Time
Job Number: CS-2026-54627-00710
Department: State Employees' Retirement System
Division: SR Ben Determ Div
Opening Date: 08/04/2026
Closing Date: 8/18/2026 11:59 PM Eastern
Job Code: 00710
Position Number: 50698725
Union: AFSCME
Bargaining Unit: A1
Pay Group: ST04
Bureau / Division Code: 00702310
Bureau / Division: Benefits Determination Division
Worksite Address: 30 North 3rd Street
City: Harrisburg, Pennsylvania
Zip Code: 17101
Contact Name: DJ Korlewitz
Contact Phone: View phone number on click.appcast.io
Contact Email: View email address on click.appcast.io


THE POSITION
The Pennsylvania State Employees' Retirement System (SERS) is seeking a friendly, detailed oriented person to join our Benefits Determination Division team as a Fiscal Assistant. If you enjoy working with numbers and derive satisfaction from assisting others, this may be the job for you! Read on for more details.

DESCRIPTION OF WORK


This Fiscal Assistant position researches member account and payment data; enters and updates member and ledger data in the computer system; communicates with members, external organizations, and other SERS program areas regarding the issuance redeposit, or stoppage of member payments/checks, as well as the verification of member data; and reviews various reports and initiates actions to stop, reissue, or redeposit payments and checks based on report data.
Key responsibilities as a Fiscal Assistant include:

• Payment Reconciliation: Review reports, compare payment data, and identify issues that require follow-up
• Record Updating: Post changes to member accounts, stop payments, and correct discrepancies
• Member Support: Respond to inquiries about checks, direct deposits, tax forms, and account updates
• Issue Resolution: Investigate returned or missing payments and coordinate next steps with Treasury staff
• Tax Form Assistance: Assist with the preparation, review, and reconciliation of IRS 1099-R reports

Interested in learning more? Additional details can be found in the position description.


About SERS: Established in 1923, SERS is one of the nation's oldest retirement plans for public employees and manages the pension benefits of more than 246,000 employees and retirees for 96 public sector employers. In 2025, SERS paid more than $4.0 billion in benefits and managed nearly $50 billion in assets. Additional information is available at


Our mission is to prepare our members and participants to achieve financial security in retirement. We achieve this through focusing on our mission, acting ethically and with integrity, empowering our members, embracing innovation, fostering life work balance, modeling an inclusive and respectful workplace, valuing and developing team members, collaborating, and finding joy in our work.


SERS is an equal opportunity employer and welcomes all qualified individuals to our team. We are committed to an inclusive and respectful work environment that fosters personal and professional growth, embraces the contributions of all team members, and leverages diversity in people, ideas, and experiences to achieve our highest potential.


Work Schedule and Additional Information:

• Full-time employment, 37.5-hour work week, Monday through Friday.
• Work hours are 8:00 AM - 4:30 PM with a one-hour unpaid meal period
• Telework: After a six-month training period, you may have the opportunity to work from home part-time (hybrid telework schedule), up to three days per week, depending on operational needs and progress in learning assigned tasks. In order to telework, you must have a securely configured high-speed internet connection and work from an approved location inside Pennsylvania. If you are unable to telework, you must work on-site at the work location specified in this job posting. Telework arrangements are subject to change. Additional details may be provided during the interview.
• Salary: In some cases, the starting salary may be non-negotiable.
• You will receive further communication regarding this position via email. Check your email, including spam/junk folders, for these notices.

REQUIRED EXPERIENCE, TRAINING & ELIGIBILITY
QUALIFICATIONS

Minimum Experience and Training Requirements:

• Two years of experience performing bookkeeping or clerical accounting work; or
• An associate degree in accounting or business administration including or supplemented by six credits in accounting; or
• Any equivalent combination of experience and training.
• Applicants will be considered to have met the educational requirements once they are within 3 months of graduating with a qualifying degree/credit.

Other Requirements:

• You must meet the PA residency requirement. For more information on ways to meet PA residency requirements, follow the link and click on Residency Guidelines.
• You must be able to perform essential job functions.

Legal Requirement:

• You must pass a background investigation.

How to Apply:

• Resumes, cover letters, and similar documents will not be reviewed, and the information contained therein will not be considered for the purposes of determining your eligibility for the position. Information to support your eligibility for the position must be provided on the application (i.e., relevant, detailed experience/education).
• If you are claiming education in your answers to the supplemental application questions, you must attach a copy of your college transcripts for your claim to be accepted toward meeting the minimum requirements. Unofficial transcripts are acceptable.
• Your application must be submitted by the posting closing date. Late applications and other required materials will not be accepted.
• Failure to comply with the above application requirements may eliminate you from consideration for this position.
• All application materials and interview responses must reflect the applicant's own experience, qualifications, and work. Applicants may use generative AI tools for preparation purposes only. Use of AI to misrepresent or falsify information, or to assist during interviews, is not permitted. Review the Guidance for Generative AI Tools & Job Seekers for additional information.

Veterans:

• Pennsylvania law (51 Pa. C.S. §7103) provides employment preference for qualified veterans for appointment to many state and local government jobs. To learn more about employment preferences for veterans, go to and click on Veterans.

Telecommunications Relay Service (TRS):

• 711 (hearing and speech disabilities or other individuals).

If you are contacted for an interview and need accommodations due to a disability, please discuss your request for accommodations with the interviewer in advance of your interview date.
The Commonwealth is an equal employment opportunity employer and is committed to a diverse workforce. The Commonwealth values inclusion as we seek to recruit, develop, and retain the most qualified people to serve the citizens of Pennsylvania. The Commonwealth does not discriminate on the basis of race, color, religious creed, ancestry, union membership, age, gender, sexual orientation, gender identity or expression, national origin, AIDS or HIV status, disability, or any other categories protected by applicable federal or state law. All diverse candidates are encouraged to apply.

EXAMINATION INFORMATION

• Completing the application, including all supplemental questions, serves as your exam for this position. No additional exam is required at a test center (also referred to as a written exam).
• Your score is based on the detailed information you provide on your application and in response to the supplemental questions.
• Your score is valid for this specific posting only.
• You must provide complete and accurate information or:
  • your score may be lower than deserved.
  • you may be disqualified.
• You may only apply/test once for this posting.
• Your results will be provided via email.

Learn more about our Total Rewards by watching this short !
See the total value of your benefits package by exploring our


Health & Wellness

We offer multiple health plans so our employees can choose what works best for themselves and their families. Our comprehensive benefits package includes health coverage, vision, dental, and wellness programs.*

Compensation & Financial Planning
We invest in our employees by providing competitive wages and encouraging financial wellness by offering multiple ways to save money and ensure peace of mind including multiple retirement and investment plan options.


Work/Life Balance
We know there's more to life than just work! Our generous paid leave benefits include paid vacation, paid sick leave, eight weeks of paid parental leave, military leave, and paid time off for most major U.S. holidays, as well as flexible work schedules and work-from-home opportunities.*


Values and Culture
We believe in the work we do and provide continual opportunities for our employees to grow and contribute to the greater good. As one of the largest employers in the state, we provide opportunities for internal mobility, professional development, and the opportunity to give back by participating in workplace charitable giving.

Employee Perks
Sometimes, it is the little "extras" that make a big difference. Our employees receive special employee-only discounts and rates on a variety of services and memberships.

For more information on all of these Total Rewards benefits, please visit and click on the benefits box.

*Eligibility rules apply.
01


How much full-time experience do you possess performing bookkeeping or clerical accounting work?

• 2 years or more
• 1 but less than 2 years
• Less than 1 year
• None

02


If you are claiming experience in the above question, please list the employer(s) where you gained this experience in the text box below. The employer(s) and a description of the experience must also be included in the appropriate sections of your application if you would like the experience to be considered in the eligibility decision. If you claimed you do not have experience, type N/A in the text box below.
03


Have you completed, or are you within three months of completing, an associate's degree (or higher) in accounting or business administration that includes or is supplemented by six credits in accounting? If you are claiming credits/degree, you must upload a copy of your college transcript(s) for this education to be considered in the eligibility decision. Unofficial transcripts are acceptable. You must attach your transcript(s) prior to the submission of your application by using the "Attachments" tab on the left. You will not be able to add a transcript(s) to the application after it has been submitted.
If you answer "Yes" to this question based on education acquired outside of the United States, you must upload a copy of your foreign credential evaluation report. We can only accept foreign credential evaluations from organizations that are members of the National Association of Credential Services (NACES). A list of current NACES members can be found by visiting and clicking the Evaluation Services Link.

You must attach your documentation prior to the submission of your application by using the "Attachments" tab on the left. You will not be able to add a document to the application after it has been submitted.

• Yes
• No

04


If you are within three months of completing an associate's degree (or higher) in accounting or business administration that includes or is supplemented by six credits in accounting, on what date do you expect to graduate? If this does not apply to you, please type N/A in the text box.
05


How many semester credits of college coursework have you completed with major coursework in accounting or business administration?If you are claiming credits/degree, you must upload a copy of your college transcript(s) for this education to be considered in the eligibility decision. Unofficial transcripts are acceptable. You must attach your transcript(s) prior to the submission of your application by using the "Attachments" tab on the left. You will not be able to add a transcript(s) to the application after it has been submitted.
If your education was acquired outside of the United States, you must upload a copy of your foreign credential evaluation report. We can only accept foreign credential evaluations from organizations that are members of the National Association of Credential Services (NACES). A list of current NACES members can be found by visiting and clicking the Evaluation Services Link.


You must attach your documentation prior to the submission of your application by using the "Attachments" tab on the left. You will not be able to add a document to the application after it has been submitted.

• 60 credits or more
• 30 but less than 60 credits
• Less than 30 credits
• None

06


Have you successfully completed six or more semester credits of college coursework in accounting? If you are claiming credits/degree, you must upload a copy of your college transcript(s) for this education to be considered in the eligibility decision. Unofficial transcripts are acceptable. You must attach your transcript(s) prior to the submission of your application by using the "Attachments" tab on the left. You will not be able to add a transcript(s) to the application after it has been submitted.
If you answer "Yes" to this question based on education acquired outside of the United States, you must upload a copy of your foreign credential evaluation report. We can only accept foreign credential evaluations from organizations that are members of the National Association of Credential Services (NACES). A list of current NACES members can be found by visiting and clicking the Evaluation Services Link.

You must attach your documentation prior to the submission of your application by using the "Attachments" tab on the left. You will not be able to add a document to the application after it has been submitted.

• Yes
• No

07


You must complete the supplemental questions below. These supplemental questions are the exam and will be scored. They are designed to give you the opportunity to relate your experience and training background to the major activities (Work Behaviors) performed in this position. Failure to provide complete and accurate information may delay the processing of your application or result in a lower-than-deserved score or disqualification. You must complete the application and answer the supplemental questions. Resumes, cover letters, and similar documents will not be reviewed for the purposes of determining your eligibility for the position or to determine your score.
All information you provide on your application and supplemental questions is subject to verification. Any misrepresentation, falsification or omission of material facts is subject to penalty. If requested, you must provide documentation, including names, addresses, and telephone numbers of individuals who can verify the validity of the information you provide in the application and supplemental questions.

Read each question carefully. Determine and select which "Level of Performance" most closely represents your highest level of experience/training. List the employer(s)/training source(s) from your Work or Education sections of the application where you gained this experience/training. The "Level of Performance" you choose must be clearly supported within the description of the experience and training information entered in your application or your score may be lowered. In order to receive credit for experience, you must have worked in a job for at least six months in which the experience claimed was a major function.


If you have read and understand these instructions, please click on the "Yes" button and proceed to the exam questions.

If you have general questions regarding the application and hiring process, please refer to our

• Yes

08



WORK BEHAVIOR 1 - ACCOUNTING TRANSACTIONS
Applies relevant accounting principles and practices for a variety of transactions, such as revenues, expenditures, transfers, accounts payable, accounts receivable, fixed assets, loans, and inventory in accordance with applicable accounting and reporting standards. Uses accounting records and other supporting documentation to post accounting entries to general ledger accounts. Prepares and posts adjustment transactions to correct or close accounts. Monitors, reconciles, and corrects funds, as well as processes transactions.


Levels of Performance

Select the Level of Performance that best describes your claim.

• A. I have experience applying relevant accounting theories and practices to complete various accounting transactions. I monitored, reconciled, and corrected funds. I was responsible for evaluating and validating the posting of accounting entries to general ledger accounts.
• B. I have experience applying relevant accounting theories and practices to complete various accounting transactions. I monitored, reconciled, and corrected funds; however, someone else was responsible for evaluating and validating the posting of accounting entries to general ledger accounts.
• C. I have successfully completed college-level coursework related to accounting or forensic accounting.
• D. I have NO experience or coursework related to this work behavior.

09


In the text box below, please describe your experience as it relates to the level of performance you claimed on this work behavior. Please be sure your response addresses the items listed below which relate to your claim. If you claimed you have no work experience related to this work behavior, type N/A in the text box below.

1. The name(s) of the employer(s) where you gained this experience.
2. The actual duties you performed related to performing accounting transactions.
3. Your level of responsibility.

10


If you have selected the level of performance pertaining to college coursework, please provide your responses to the items listed below. If you indicated you have no education/training related to this work behavior, type N/A in the text box below.

1. College/University
2. Course Title
3. Credits/Clock Hours

11



WORK BEHAVIOR 2 - WRITTEN COMMUNICATION
Prepares written and financial reports that include data such as budgets, expenditures, inventory, purchase orders, and work orders. Designs, produces, and modifies worksheets to be used for accounting purposes. Prepares requests for quotations and proposals for maintenance contracts.

Levels of Performance

Select the Level of Performance that best describes your claim.

• A. I have experience preparing written or financial documents. I was responsible for the final written report that conveyed findings such as status of funds, appropriations, budgets, or expenditures.
• B. I have experience preparing written or financial documents. Someone else was responsible for the final written report that conveyed findings such as status of funds, appropriations, budgets, or expenditures.
• C. I have successfully completed college-level coursework related to business writing, technical writing, English composition, or journalism.
• D. I have NO experience or coursework related to this work behavior.

12


In the text box below, please describe your experience as it relates to the level of performance you claimed on this work behavior. Please be sure your response addresses the items listed below which relate to your claim. If you claimed you have no work experience related to this work behavior, type N/A in the text box below.

1. The name(s) of the employer(s) where you gained this experience.
2. The actual duties you performed related to preparing written documents.
3. Your level of responsibility.

13


If you have selected the level of performance pertaining to college coursework, please provide your responses to the items listed below. If you indicated you have no education/training related to this work behavior, type N/A in the text box below.

1. College/University
2. Course Title
3. Credits/Clock Hours

14



WORK BEHAVIOR 3 - FUNDS ALLOCATION
Maintains adequate internal controls to ensure accurate records exist to support fund and inventory balances. Researches errors to determine the reason for occurrence and develops methods to prevent errors from occurring in the future. Maintains and analyzes records of revenue, costs, inventory, and adjustments to ensure recording and allocation is accurate among funds and/or cost centers. Develops or recommends the establishment of necessary controls and implements revisions in accounting methods and procedures needed to maintain controls.

Levels of Performance

Select the Level of Performance that best describes your claim.

• A. I have experience maintaining internal controls to ensure accurate records exist to support fund and inventory balances. I was responsible for recommending and implementing the establishment of necessary controls.
• B. I have experience maintaining internal controls to ensure accurate records exist to support fund and inventory balances. I recommended the establishment of necessary controls; however, someone else was responsible for implementing my recommendations.
• C. I have successfully completed college-level coursework related to economics or finance.
• D. I have NO experience or coursework related to this work behavior.

15


In the text box below, please describe your experience as it relates to the level of performance you claimed on this work behavior. Please be sure your response addresses the items listed below which relate to your claim. If you claimed you have no work experience related to this work behavior, type N/A in the text box below.

1. The name(s) of the employer(s) where you gained this experience.
2. The actual duties you performed related to allocating funds.
3. Your level of responsibility.

16


If you have selected the level of performance pertaining to college coursework, please provide your responses to the items listed below. If you indicated you have no education/training related to this work behavior, type N/A in the text box below.

1. College/University
2. Course Title
3. Credits/Clock Hours

17



WORK BEHAVIOR 4 - COMPLIANCE
Provides a uniform and cost-effective system of accounting and financial controls to ensure accountability of funds. Monitors agency compliance with established accounting standards. Identifies areas of risk related to the accuracy and completeness of financial statements and reports. Develops and implements procedures to eliminate unacceptable risk.

Levels of Performance

Select the Level of Performance that best describes your claim.

• A. I have experience monitoring compliance with established accounting standards to ensure accountability of funds. I was responsible for developing and implementing procedures to eliminate unacceptable risk.
• B. I have experience monitoring compliance with established accounting standards to ensure accountability of funds. Someone else was responsible for developing and implementing procedures to eliminate unacceptable risk.
• C. I have successfully completed college-level coursework related to auditing, data analysis, or business law.
• D. I have NO experience or coursework related to this work behavior.

18


In the text box below, please describe your experience as it relates to the level of performance you claimed on this work behavior. Please be sure your response addresses the items listed below which relate to your claim. If you claimed you have no work experience related to this work behavior, type N/A in the text box below.

1. The name(s) of the employer(s) where you gained this experience.
2. The actual duties you performed related to monitoring compliance.
3. Your level of responsibility.

19


If you have selected the level of performance pertaining to college coursework, please provide your responses to the three items listed below. If you indicated you have no education/training related to this work behavior, type N/A in the text box below.

1. College/University
2. Course Title
3. Credits/Clock Hours

Required Question