Under general supervision, performs varied and responsible administrative analytical duties including retirement counseling and other operational work in accordance with regulations established by federal and state statutes, and the policies and regulations of the Board of Retirement; oversees and verifies the work of subordinate staff; and does related or other work as required in accordance with Rule 3, Section 3 of the Civil Service Rules.
CLASS CHARACTERISTICS
An employee in this class performs a wide variety of journey level administrative analytical work with active, deferred and retired members of the San Joaquin County Employees’ Retirement Association (SJCERA). Duties are primarily analytical in nature in that incumbents have full account management responsibilities and serve as the primary contact for members. Work frequently involves unique and unusual circumstances that require considerable individual analysis. Although incumbents at this level are not full-scope supervisors, they may have substantial responsibility for directing, overseeing and verifying the work of subordinate staff.
TYPICAL DUTIES
Oversees and determines the retirement eligibility of members; verifies pertinent documents relating to member's eligibility; computes and explains various benefit options to members and beneficiaries.
Analyzes retirement applications and supporting documents and provides appropriate recommendations to the Board of Retirement regarding final approval of retirement and health benefits.
Provides and oversees assistance to members regarding domestic relations orders and disability retirement applications.
Oversees the work of subordinate staff with regard to calculations for repurchase of service, withdrawal of contributions, and deferred retirement calculations.
Oversees the work of subordinate staff with regard to verifying and calculating retiree retirement benefits, taxation factors and sick leave bank accruals.
Oversees and/or processes retirement death benefits; may meet with surviving beneficiaries and explains benefit options.
Corresponds with members, other retirement systems and other interested parties regarding various aspects of the retirement system.
Assists with the collection and verification of retirement data to the fund's actuary for annual actuarial study; assists the auditor with annual audit of retirement system.
May prepare and conduct retirement presentations and seminars for members of the retirement system and other interested parties.
Assists with the development of booklets, newsletters and other communication tools for providing information to retirement system members.
MINIMUM QUALIFICATIONS
PATTERN I
Education: Graduation from an accredited four year college or university with a major in business or public administration, finance, economics, accounting, or a closely related field.
Experience: Two years of responsible experience researching, resolving and processing personnel, payroll, and/or complex retirement benefit plans at a level comparable to Retirement Services Associate in San Joaquin County.
OR PATTERN II
Education: Completion of 60 semester units from an accredited college or university with an emphasis in business or public administration, finance, economics, accounting, or other field with emphasis in business subjects.
Experience: Four years of progressively responsible experience researching, resolving and processing personnel, payroll and/or complex retirement benefit plans to include two years at a level equivalent to Retirement Services Associate in San Joaquin County.
AND FOR BOTH PATTERNS
License: Possession of a valid California Driver's License or the ability to arrange necessary and timely transportation for field travel.
KNOWLEDGE
Advanced principles of defined benefit retirement systems; methods of researching, compiling, computing, and presenting statistical information; customer service methods of benefit counseling; effective oral and written communication techniques; governmental accounting practices; computer software applications, including proprietary retirement benefit management systems; office management procedures, practices and equipment.
ABILITY
Interpret complex statutory and regulatory provisions of applicable benefits law found in federal, state and retirement association regulations; perform a wide variety of numerical calculations quickly and with accuracy; prepare and interpret various accounting statements and other financial records and reports; organize and direct the work assignments of subordinate personnel; speak effectively in public; effectively write letters, procedures, pamphlets for public consumption.
PHYSICAL/MENTAL REQUIREMENTS
Mobility—frequent operation of a data entry device; frequent sitting, standing, and walking for long periods; occasional climbing stairs, pushing, pulling, bending, and squatting; Lifting—ability to occasionally lift up to 15 pounds; Vision—constant reading and close-up work and good overall vision; frequent eye/hand coordination; occasional color/depth perception and peripheral vision; Dexterity—frequent holding, grasping and writing; occasional reaching and repetitive motion; Hearing/Talking—constant hearing normal speech, talking in person and on the telephone; occasional hearing faint sounds; Emotional/Psychological—constant public contact, decision making and concentration; frequent exposure to grief; Special Requirements--may occasionally work weekends/nights/overtime; may be required to travel; Environmental--occasional exposure to noise.
San Joaquin County complies with the Americans with Disabilities Act and, upon request, will consider reasonable accommodations to enable individuals with disabilities to perform essential job functions.
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