Deferred Compensation Specialist

THE AGENCY 

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.   

THE POSITION 

Under general supervision, the incumbent provides 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.

For a detailed listing of the essential responsibilities and core competency requirements for this position, please click here for the job description.

IDEAL CANDIDATE 

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

Education:  

A Bachelor's degree from an accredited college or university (Additional years of experience may be substituted for the required years of education on a year for year basis).  

AND  

Experience:  

The equivalent of two (2) years of full-time experience as a Deferred Compensation Technician, Retirement Technician, or in an equivalent or higher-level classification in the Alameda County classified service.  

OR II  

Education:  

A Bachelor’s degree from an accredited college or university (Additional years of experience may be substituted for the required years of education on a year for year basis).  

AND  

Experience:  

The equivalent of three (3) years of full-time 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 (1) year performing payroll, retirement benefits administration that included 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:

• State and federal laws and regulations governing the defined contribution plans.
• 1937 Act County Employees Retirement Law.
• Practices and techniques of administrative analysis and report presentation.
• Financial record-keeping techniques.
• Complex mathematical functions and computations.
• Spreadsheet, computer applications, and data entry skills.
• Business communications.
• Correct usage of English, including punctuation, spelling and grammar.
• Effective customer service techniques.  

Ability to:

• Handle multiple tasks and prioritize work on a daily basis.
• Possess excellent oral and written communication skills.
• Read, comprehend, interpret, and apply laws, rules, regulations, policies, and procedures.
• Independently analyze complex records and situations and make timely accurate decisions.
• Elicit required participant information to ensure proper adherence to established policies and procedures.
• Provide accurate guidance to participants and resolve disputes, perform complex mathematical calculations.
• Establish working relationships with other County department staff.
• Maintain professional relationship with the plan’s TPA and investment advisors.

The examination will consist of the following steps:

1. A review of candidates' application 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 the supplemental questionnaire to determine the best qualified.
3. An oral interview which will be weighted as 100% of the candidates' final examination score.  The oral interview may contain situational exercises.

Candidates must attain a qualifying rating on each portion of this recruitment. 

WE RESERVE THE RIGHT TO MAKE CHANGES TO THE ANNOUNCED EXAMINATION STEPS.

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, www.acgov.org/hrs.

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 & Well-Being

• Medical – HMO & PPO Plans
• Dental – HMO & PPO Plans
• Vision or Vision Reimbursement
• Share the Savings
• Basic Life Insurance 
• Supplemental Life Insurance (with optional dependent coverage for eligible employees)
• Accidental Death and Dismemberment Insurance 
• County Allowance Credit
• Flexible Spending Accounts - Health FSA, Dependent Care and Adoption Assistance
• Short-Term Disability Insurance
• Long-Term Disability Insurance
• Voluntary Benefits - Accident Insurance, Critical Illness, Hospital Indemnity and Legal Services
• Employee Assistance Program

For your Financial Future

• Retirement Plan - (Defined Benefit Pension Plan)
• Deferred Compensation Plan (457 Plan or Roth Plan)

For your Work/Life Balance

• 11 paid holidays
• Floating Holidays
• Vacation and sick leave accrual
• Vacation purchase program
• Management Paid Leave**
• Catastrophic Sick Leave
• Group Auto/Home Insurance
• Pet Insurance
• Commuter Benefits Program
• 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
• 1^st 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 @jobaps.com, acgov.org and Noreply@jobaps.com 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 ensure 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 Noreply@jobaps.com are routed to an unmonitored mailbox. If you have questions, please go to our website at www.acgov.org/hrs. You may also contact the Human Resources Analyst listed on the job announcement for the recruitment for which you have applied.

DISASTER SERVICE WORKER

All Alameda County employees are designated Disaster Service Workers through state and local law.  Employment with the County requires the affirmation of a loyalty oath to this effect.  Employees are required to report to work as ordered in the event of an emergency.

EQUAL EMPLOYMENT OPPORTUNITY

Alameda County has a diverse workforce, that is representative of the communities we serve and is proud to be an equal opportunity employer.  All aspects of employment are based on merit, competence, performance and business need. Alameda County does not discriminate in employment on the basis of, race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or other non-merit factors protected under federal, state and local law. Alameda County celebrates diversity and is committed to creating an inclusive, and welcoming workplace environment.