Monday, April 23, 2018

Deferred Compensation Specialist (Promotional)

Recruitment #17-1540-01



The eligible list resulting from this examination will cancel any existing list and may last approximately one year but can be extended. Qualified applicants must be current county employees and have completed the equivalent of six months of continuous service following a regular appointment in the Alameda County classified service (non-classified includes the District Attorney’s Office, the Medical Center, and the Superior Court) by 4/24/17. A regular appointment does not include provisional, TAP (Temporary Assignment Pool), or STEP-UP appointments.

Applications must be in the possession of the Human Resource Services Department by 5:00 p.m. on the Last Day for Filing. Postmarks are not accepted. Applications will only be accepted on-line.

Supplemental Questionnaire: A properly completed Supplemental Questionnaire must be submitted with each application. Applications and Supplemental Questionnaires must be in the possession of the Human Resource Services Department by 5:00 p.m. on the Last Day for Filing. Applications will only be accepted on-line. Postmarks are not accepted. Failure to submit the Application or Supplemental Questionnaire will result in disqualification.



Treasurer-Tax Collector Department's mission is to provide County departments and all other depositing agencies with secured and convenient countywide central banking facility and countywide treasury administration services, including the investment of monies on deposit with the Treasurer in the Treasurer's Investment Pool, provide real estate and personal property tax billing and collecting services, provide business licensing services in the unincorporated areas of the County, and provide in-house administration of the County's deferred compensation plan programs for eligible employees.   



Under general supervision, to provide professional-level plan administration of the county-wide defined contribution plans, the 457(b) Deferred Compensation Plan and the 401(a) Employee Retirement Plan; provide knowledgeable guidance, Plan information and ongoing assistance to plan participants, retired participants, eligible employees, beneficiaries, alternate payees and sub plan organization’s operations staff; process a variety of complex deferred compensation documents subject to state and federal regulations and guidelines; and to perform other related duties as required.



In addition to meeting the minimum qualifications stated below, the ideal candidate will have demonstrated a track record of success in the following areas:

• Have achieved a satisfactory level of technical and professional skill or knowledge in position related areas

• Assimilated and applied new job-related information in a timely manner

• Demonstrated appropriate interpersonal styles and methods to help achieve meeting goals

• Interacted with others with confidence in one’s intentions and those of the organization

 • Presented ideas effectively to individuals or groups• Monitored the results of delegations, assignments, or projects

• Used formal , informal and systematic methods to impart information

• Clearly conveyed information and ideas through a variety of individuals  or groups



Either I

A Bachelor's degree from an accredited college or university with major course work in Business or Public Administration, Accounting, Economics, Human Services or closely related field. (Additional years of education may be substituted for the required years of experience, for either pattern, on a year-for-year basis.)



The equivalent of two years of full-time experience in the class of Deferred Compensation Technician, Retirement Specialist II or equivalent or higher level class in the Alameda County classified service. (Non-classified includes District Attorney’s Office, Hospital Authority, and the Consolidated Courts.)


The equivalent of three years of full-time professional experience working in a deferred compensation unit performing tasks related to the operations of a 457(b), 401(a), or 401(k) deferred compensation plan, and one year performing payroll, benefits administration that include lead or supervision experience.

NOTE: The Civil Service Commission may modify the above Minimum Qualifications in the announcement of an examination.


The most suitably qualified candidates will possess the following competencies:

Knowledge of:

• Principles of personnel and public administration
• Laws and regulations controlling County fiscal, accounting, collections, and recording operations
• Principles of banking and cashiering operations
• Generally accepted accounting and auditing standards principles and practices
• Methods of financial analysis
• Computer systems for accounting, collections and recording
• Automated remittance processing of large volume and large dollar collections
• Use of spreadsheet, word processing, and other computer applications relevant to performance of related work
• Extensive knowledge of the California Revenue and Taxation Code, California
Government Code (Treasury and Investments sections), and a working knowledge of Uniform Commercial Code

Ability to:

• Make informed decisions
• Direct the work of staff and others; adapt and lead in changing work situations
• Communicate effectively both in oral and written medium
• Problem-solving, research - be able to navigate county system, and financial documents to perform analysis and provide resolution
• Prepare analytic reports, develop procedures for various business processes
• Apply principles of accounting, personnel administration, and office management to work practices
• Plan, manage, and perform complex accounting and administrative tasks
• Ability to participate in inter-disciplinary work groups
• Use personal computer-based spreadsheet and other financial and administrative programs for making reports and correspondence
• Work with the public and other county department personnel.


THE EXAMINATION WILL CONSIST OF the following steps: 1) A review of candidates' applications to verify possession of minimum requirements. Those candidates who possess the minimum requirements for the class will move on to the next step in the examination process. 2) A review of candidates’ Supplemental Questionnaires to select the best qualified applicants to continue in the process. 3) An oral interview which will be weighted as 100% of the candidate's final examination score. The oral interview may contain situational exercises. CANDIDATES MUST ATTAIN A QUALIFYING RATING ON EACH PORTION OF THIS EXAMINATION. We reserve the right to make changes to the announced examination components.

Alameda County utilizes a Civil Service Selection System founded on merit. Such a system is competitive and based on broad recruitment efforts and equal opportunity for qualified applicants to test in an examination process designed to determine the qualifications, fitness and ability of competitors to perform duties of the vacant position. Many of our recruitments are targeted and specific to the needs of a current vacant position, in which case, the eligible list may be exclusively used for that current vacant position. Other recruitments may be more broadly used for both current and future vacancies, or for other alternate jobs with comparable scopes of work.

To learn more about our recruitment and selection process, please visit the “What You Need to Know” section of our website,

Selection Plan

Applicants will be informed via email with reasonable notice in advance of any examination process which will require their attendance. The following dates are tentative and subject to change based on the needs of the Agency:


Deadline for Filing

Monday, April 24, 2017

Review of Minimum Qualifications

Monday, May 8, 2017

Screening For Best Qualified

Tuesday, May 16, 2017

Panel Interviews

Wed & Thurs, May 24 & 25, 2016




Alameda County and the Human Resource Services Department will make reasonable efforts in the examination and/or selection process to accommodate qualified individuals with disabilities and/or medical conditions in accordance/compliance with the State Fair Employment and Housing Act (FEHA), Federal Americans with Disabilities Act (ADA) Alameda County’s Reasonable Accommodation Policy and applicable statutes. To request an accommodation due to a disability/medical condition during this or other phases of the examination/selection process, please contact the assigned Human Resources Representative listed on the job announcement before the last date of filing. Alameda County requires applicants to provide supporting documentation to substantiate a request for reasonable accommodation. In order to qualify for a reasonable accommodation, applicants must have a disability/medical condition pursuant to the ADA, FEHA and applicable statutes.

For more information regarding our Reasonable Accommodation procedures, please visit our website,


Alameda County offers a comprehensive and competitive benefits package that affords wide-ranging health care options to meet the different needs of a diverse workforce and their families. We also sponsor many different employee discount, fitness and health screening programs focused on overall well being.  These benefits include but are not limited to*:

For your Health & Welfare Benefits

  • Medical – HMO & PPO Insurance
  • Dental – PPO & DHMO Insurance  
  • Vision
  • Basic Life Insurance 
  • Supplemental Life Insurance (with optional dependent coverage) 
  • County Allowance (Employer Credit)
  • Health Flexible Spending Account
  • Dependent Care Flexible Spending Account
  • Accident, Critical Illness & Hospital Indemnity
  • Employee Assistance Program

For your Financial Future

  • Short-term Disability Insurance
  • Long-Term Disability Insurance
  • Retirement Plan – (Defined Benefit Pension Plan)
  • Deferred Compensation Plan

For your Work/Life Balance

  • 11 paid holidays
  • Vacation and sick leave accrual
  • Vacation purchase program
  • Management Paid Leave**
  • Group Auto/Home Insurance
  • Commuter Benefits Program
  • Group Legal
  • Guaranteed Ride Home
  • Employee Wellness Program (e.g. At Work Fitness, Incentive Based Programs, Gym Membership Discounts)
  • Employee Discount Program (e.g. theme parks, cell phone, etc.)
  • Child Care Resources
  • 1st United Services Credit Union 

*Eligibility is determined by Alameda County and offerings may vary by collective bargaining agreement.  This provides a brief summary of the benefits offered and can be subject to change.

** Non-exempt management employees are entitled to up to three days of management paid leave. Exempt management employees are entitled to up to seven days of management paid leave.


All notices related to County recruitments for which you have applied will be sent/delivered via email. Please add and as accepted addresses to any email blocking or spam filtering program you may use. If you do not do this, your email blocking or spam filtering program may block receipt of the notices regarding your application for recruitments. You are also strongly advised to regularly log into your County of Alameda online application account to check for notices that may have been sent to you. All email notices that will be sent to you will also be kept in your personal online application account. You will be able to view all of your notices in your online application account by clicking on the "My applications" button on the Current Job Openings page.

Please take the steps recommended above to insure you do not miss any notices about a recruitment for which you have applied. The County of Alameda is not responsible for notices that are not read, received or accessed by any applicant for a County recruitment.

NOTE: All notices are generated through an automated email notification system. Replies to the email box are routed to an unmonitored mailbox. All notices are generated through an automated email notification system. Replies to the email box are routed to an unmonitored mailbox. If you have questions please go to our website at You may also contact the Human Resources Analyst listed on the job announcement for the recruitment for which you have applied.



Debra Robinson, Human Resources Analyst III

Human Resource Services, County of Alameda



Alameda County is an Equal Opportunity Employer