Under general supervision, performs administrative and technical work in support of all members and beneficiaries of the San Joaquin County Employees’ Retirement Association; and does related or other work as required in accordance with Rule 3, Section 3 of the Civil Service Rules.
CLASS CHARACTERISTICS
This class may be assigned to support active and deferred members or retirees and beneficiaries. Incumbents provide retirement services including customer service, basic accounting and payroll processing duties such as maintaining the master file of all members and beneficiaries in the county retirement system as well as assisting active members with various services including processing and maintaining necessary documents for pending cases of service, disability, and deferred retirement actions.
TYPICAL DUTIES
Maintains master file and records of all members and beneficiaries in the retirement system.
Communicates with members in-person, by phone, and through written communication on a wide variety of retirement related topics and customer service issues; receives, researches and responds to customer service inquiries.
Processes retirement forms and documentation to facilitate data collection and retirement procedures.
Researches, calculates, and sets up and confirms payments for first month on retirement payroll.
Processes health insurance for retirees participating in County sponsored health plans; establishes monthly spreadsheets for retirees by plan and premium category, enters data, and updates vendor portal.
Maintains death log and notices for members and payees; initiates death benefit processing.
Coordinates activities and communicates with County departments, Human Resources, County and Outside Counsel, Office of Administrative Hearing, and Medical experts to assure proper recording and filing of various application forms related to disability retirement processing.
Makes and verifies various calculations such as contribution rates, service credit purchase, interest, and retirement benefits for members and communicates with the employers to facilitate corrections and adjustments.
Calculates estimates for purchase of service and/or potential retirement income for employees considering retirement.
Maintains paper and electronic records on retired, active, non-active and beneficiary information.
Updates and balances retirement repurchases of service for active employees against bi-weekly payroll.
Calculates, verifies, and corrects service and contributions records on accounts for all members; processes recent resignations for withdrawal requests or establish deferred retirement accounts.
Processes request for reciprocity for active and deferred members.
MINIMUM QUALIFICATIONS
Experience: Two years of general office clerical work, one year of which must have been at least at the level of Office Assistant in San Joaquin County service; one additional year of work must have been at least at the level of Senior Office Assistant in San Joaquin County service performing financial and statistical recordkeeping.
Substitution: One year of approved business training which included instruction in general office procedures and either business mathematics, language mechanics, office machine operations, or recordkeeping procedures may be substituted for six months of the required clerical experience. Additional college level coursework in finance, accounting, or business or public administration may be substituted for the required financial and statistical recordkeeping experience.
KNOWLEDGE
Principles and practices of bookkeeping; methods of compiling, computing, and presenting basic statistical information; basic mathematics; filing systems and procedures; methods of locating and verifying information; principles and techniques of effective oral and written communications; basic public relations techniques; office machines and computers.
ABILITY
Interpret laws and regulations governing the retirement system and to answer questions about the retirement system; prepare materials for actuarial reports and financial statements; set up and maintain ledgers and journals; speak, write, and interview effectively; establish and maintain effective working relationships with others; use computer equipment.
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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