Posting number: 2H39-20260817-OC-00
Department: BPR Board of Pensions Retiremt
Job classification: Pension Counselor Trainee
Posting type: Open Competitive
Categories: Counseling, Payroll/Benefits Administration
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This is training level pension counseling work. Employees in this class learn to provide information on all aspects of retirement systems administered by the Board of Pensions, become knowledgeable in the provisions and applications of the Public Employees Retirement Code, and calculate retirement benefits and benefit estimates.
Employees gain expertise in retirement and disability case management, including transition of employees from active employment to retirement.
Work is performed under the general supervision of a technical superior.
CONTACT INFORMATION
The analyst responsible for reviewing applications and additional documentation for this job opportunity is
Bryanna Nagele
City of Philadelphia – Office of Human Resources
1401 JFK Blvd., Room 1530
Philadelphia, PA 19102-1675
Phone: 215-686-2559
Fax: 215-686-0861
Email: Bryanna.Nagele@phila.gov
For all other inquiries please contact Customer Service at 215-686-0880 or email hrhelpdesk@phila.gov
ELIGIBLE LIST: OPEN-COMPETITIVE
Only an Open-Competitive eligible list will be established as a result of this examination. Permanent City employees will receive no promotional preference in this examination.
Candidates who pass the exam and are placed on the civil service list will be retained on the list for a minimum of one year and a maximum of two years after the establishment of the Eligible List.
RESIDENCY REQUIREMENT
Philadelphia residency is not required to submit an application; however,Applicants must have established bona fide residency in the City of Philadelphia for one year prior to appointment.
PREFERENCE FOR PHILADELPHIA RESIDENTS
Candidates who have maintained a bona fide residence in Philadelphia for at least one year prior to the date of the civil service examination shall have priority over all other people receiving an identical test score.
To receive such preference, candidates must respond to the question regarding residence on this application. This response will be used to determine eligibility for preference for residents. Documentation of residence may be required if there is any question as to whether you meet the residency preference requirements.
If an applicant does not respond to the appropriate residence question, it will be assumed that the applicant does not qualify for residence preference. Eligibility for residence preference must be determined by the date of the test administration. No requests for residence preference will be granted after the test administration.
INDEBTEDNESS NOTICE
As a condition of employment with the City, any person offered employment shall be required to certify that such person either is fully current on any and all debts, taxes, fees, judgments, claims, and other accounts and obligations due and owing to the City; or has voluntarily entered into a payment agreement with the City. For so long as the person is employed by the City, the amount of the payment as set forth in the payment agreement (not to exceed, for any pay period, twenty percent (20%) of the person’s gross pay for such period, without the person’s consent) shall be withheld from each paycheck until such payment agreement is fully satisfied.
Such person shall also be required to certify as a condition of employment that he or she is fully current on any and all debts, taxes, fees, judgments, claims, and other accounts and obligations due and owing to the Philadelphia Gas Works (PGW) or has voluntarily entered into a payment agreement with PGW.
Failure to enter into a payment agreement shall result in the cancellation of the appointment and removal from the certification. The name of the eligible candidate will be returned to the eligible list.
PREFERENCE POINTS FOR CANDIDATES FOR OPEN-COMPETITIVE EXAMS
Candidates who pass Open-Competitive exams may be eligible for additional points added to their final score. Preference Points may be claimed from the time of application until 30 days after the eligible list is established. The required documentation for the preference must be provided to receive the points.
U.S. VETERAN'S PREFERENCE
Ten points will be added to the scores of eligible veterans. You must be honorably discharged from the U.S. armed forces. Attach a DD214, member 4, or NGB-22 to your application if you wish your eligibility to be reviewed. Spouses of disabled or deceased veterans may also be considered. Veteran’s Points may be claimed at any time before the list expires.
LEGACY PREFERENCE
Ten points will be added to the scores of the children or grandchildren of Philadelphia Firefighters or Police Officers who were killed or died in the line of duty.
NATIONAL VOLUNTEER SERVICE PREFERENCE
Up to 5 points will be added to the score of any candidate who has:
For Peace Corps, such candidates will be awarded five (5) points for the completion of a two-year term of service or three (3) points for the completion of a one-year term of service.
Such candidates will have:
PHILADELPHIA SCHOOL DISTRICT CAREER AND TECHNICAL EDUCATION PREFERENCE
Up to 5 points will be added to the score of candidates who have completed and graduated from a career technical education (CTE) program of the School District of Philadelphia within the last three years before the examination announcement date. If the 5 additional points from the CTE preference would rank a CTE graduate above a veteran, additional points shall be applied to the CTE candidate’s passing score to rank them directly below the veteran.
PROJECTED EXAM DATE:
This computer-based examination will be scheduled for 09/21/2026. Please note that this examination date is subject to change.
Candidates will need access to a desktop computer or laptop with a webcam and internet access to take the examination. Candidates will need to be able to operate computerized software proficiently and independently.
If you do not have access to a desktop computer or laptop with a webcam and internet access, or cannot operate computerized software proficiently and independently, please contact the Bryanna Nagele at Bryanna.Nagele@phila.gov and alternative arrangements will be made for you to take this examination.
An Eligible List will be established the week of 10/05/2026. Please note that this date may change.
TEST REVIEW:
In accordance with Civil Service Regulation 9.091B, candidates will have 30 days after the results have been mailed to review their test and to file appeals to the key answers. Call 215-686-0880 if you wish to schedule a Test Review.
High School/GED
The following statement represents the minimum training and experience standards which will be used to admit or reject applicants for tests.
ANTICIPATED ELIGIBILITY
Candidates who meet all eligibility requirements within 3 months of the application deadline will be admitted to this examination. Successful candidates will be placed on the eligible list but may not be hired or promoted until all requirements have been satisfied.
OPTION 1
1. EDUCATION:
Completion of an associate degree program at an accredited college or university.
OR
OPTION 2
1. EDUCATION
Education equivalent to completion of the twelfth school grade.
AND
2. EXPERIENCE
Three years of advanced level clerical or administrative fiscal, accounting or benefit calculation experience at or above pay range 11 or EP 7.
PHYSICAL AND MEDICAL REQUIREMENTS
Ability to physically perform the duties and to work in the environmental conditions required of a position in this class.
TRANSCRIPT, LICENSES, REGISTRATIONS AND CERTIFICATION REQUIREMENTS
Candidates MUST submit a copy of their official college or university transcript(s) indicating completion of the educational requirement and all required licenses, registrations or certifications at the time of application. Transcripts MUST indicate conference of the appropriate degree. Candidates with a degree from foreign colleges or universities must submit proof of degree as certified by a professional evaluation service.
Candidates MUST submit a copy of their license, registration or certification.
If you have ever submitted a paper transcript, license, registration or certification for any City of Philadelphia civil service examination, you must submit another document
Option 1 - Upload a paperless transcript, license, registration or certification – One time only!
You may upload documents into your account and attach a document with this application. Once the document is uploaded to your account, it may be attached to all future applications. Attaching your document will save you time and money if you apply for an examination in the future, and you will be assured that your transcript cannot be misplaced.
Your documents should be uploaded and attached to your application before it is submitted. They cannot be uploaded or added to your application electronically after your application has been submitted.
Option 2 – Submit a paper transcript, license, registration or certification – Separate document required for each application
If you submit a paper copy of a transcript, license, registration or certification, the document will be used for this application only. You will have to submit documents again whenever you apply for an examination in the future. Paper documents will not be retained and will not be returned to applicants.
Mailing address for paper transcript and other required materials
Bryanna Nagele
City of Philadelphia
Office of Human Resources
1401 JFK Blvd., Room 1530
Philadelphia, PA 19102
Phone: 215-686-2559
Fax: 215-686-0861
Email: Bryanna.Nagele@Phila.gov
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