Retirement Services Officer

This recruitment is being conducted to fill one (1) vacancy with the San Joaquin County Employees' Retirement Association (SJCERA). Resumes will not be accepted in lieu of an application. A completed application must be postmarked or received online by the final filing deadline.

 

SJCERA is seeking an innovative and dynamic Retirement Services Officer to perform unique  administrative analytical work with active, deferred and retired members of the San Joaquin County Employees’ Retirement Association (SJCERA).

• 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.

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.

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.

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.

Employees hired into this classification are members of a bargaining unit which is represented by SEIU Local 1021. 

Health Insurance:  San Joaquin County provides employees with a choice of three health plans:  a Kaiser Plan, a Select Plan, and a Premier Plan.  Employees pay a portion of the cost of the premium. Dependent coverage is also available. 

Dental Insurance:  The County provides employees with a choice of two dental plans:  Delta Dental and United Health Care-Select Managed Care Direct Compensation Plan.  There is no cost for employee only coverage in either plan; dependent coverage is available at the employee’s expense.

Vision Insurance:  The County provides vision coverage through Vision Service Plan (VSP).  There is no cost for employee only coverage; dependent coverage is available at the employee’s expense.

For more detailed information on the County’s benefits program, visit our website at www.sjgov.org under Human Resources/Employee Benefits. 

Life Insurance:  The County provides eligible employees with life insurance coverage as follows: 

 1 but less than 3 years of continuous service:                   $1,000
 3 but less than 5 years of continuous service:                   $3,000
 5 but less than 10 years of continuous service:                 $5,000
10 years of continuous service or more:                           $10,000 

Employee may purchase additional term life insurance at the group rate.

125 Flexible Benefits Plan:  This is a voluntary program that allows employees to use pre-tax dollars to pay for health-related expenses that are not paid by a medical, dental or vision plan (Health Flexible Spending Account $2550 annual limit with a $500 carry over); and dependent care costs (Dependent Care Assistance Plan $5000 annual limit). 

Retirement Plan:  Employees of the County are covered by the County Retirement Law of 1937.  Please visit the San Joaquin County Employees’ Retirement Association (SJCERA) at www.sjcera.org for more information.  NOTE:  If you are receiving a retirement allowance from another California county covered by the County Employees’ Retirement Act of 1937 or from any governmental agency covered by the California Public Employees’ Retirement System (PERS), you are advised to contact the Retirement Officer of the Retirement Plan from which you retired to determine what effect employment in San Joaquin County would have on your retirement allowance.

Deferred Compensation:  The County maintains a deferred compensation plan under Section 457 of the IRS code. You may annually contribute $22,500 or 100% of your includible compensation, whichever is less.  Individuals age 50 or older may contribute to their plan, up to $30,000. The Roth IRA (after tax) is also now available.

Vacation:  Maximum earned vacation is 10 days each year up to 3 years; 15 days after 3 years; 20 days after 10 years; and 23 days after 20 years.

Holidays:  Effective July 1, 2017, all civil service status employees earn 14 paid holidays each year.  Please see the appopriate MOU for details regarding holidays, accruals, use, and cashability of accrued time.

Sick Leave:  12 working days of sick leave annually with unlimited accumulation.  Sick leave incentive:  An employee is eligible to receive eight hours administrative leave if the leave balance equals at least one- half of the cumulative amount that the employee is eligible to accrue.  The employee must also be on payroll during the entire calendar year.

Bereavement Leave:  3 days of paid leave for the death of qualifying family member, 2 additional days of accrued leave for death of employee’s spouse, domestic partner, parent or child.

Merit Salary Increase:  New employees will receive the starting salary, which is the first step of the salary range.  After employees serve 52 weeks (2080 hours) on each step of the range, they are eligible for a merit increase to the next step.

Job Sharing:  Employees may agree to job-share a position, subject to approval by a Department Head and the Director of Human Resources.

Educational Reimbursement Program:  Eligible employees may be reimbursed for career-related course work up to a maximum of $850 per fiscal year.  Eligible employees enrolled in an approved four (4) year College or University academic program may be reimbursed up to $800 per semester for a maximum of $1600 per fiscal year.

Parking Supplemental Downtown Stockton:  The County contributes up to $20 per pay period for employees who pay for parking and are assigned to work in the Downtown Core Area.

School Activities:  Employees may take up to 40 hours per year, but not more than eight (8) hours per month, to participate in their children’s school activities.

Apply Online:       

www.sjgov.org/department/hr

By mail or in person:  

San Joaquin County Human Resources

44 N. San Joaquin Street Suite 330

Stockton, CA 95202                                  

 

Office hours:               
Monday – Friday 8:00 am to 5:00 pm; excluding holidays.

Phone:  (209) 468-3370 

 

Job Line:

For current employment opportunities please call our 24-hour job line at (209) 468-3377. 

When a final filing date is indicated, applications must be filed with the Human Resources Division before 5:00 p.m. or postmarked by the final filing date. Resumes will not be accepted in lieu of an application. Applications sent through county inter-office mail, which are not received by the final filing date, will not be accepted. (The County assumes no responsibility for mailed applications which are not received by the Human Resources Division).  

San Joaquin County Substance Abuse Policy: San Joaquin County has adopted a Substance Abuse Policy in compliance with the Federal Drug Free Workplace Act of 1988. This policy is enforced by all San Joaquin County Departments and applies to all San Joaquin County employees.

Equal Opportunity Employer:  San Joaquin County is an Equal Employment Opportunity (EEO) Employer and is committed to providing equal employment to all without regard to age, ancestry, color, creed, marital status, medical condition, national origin, physical or mental disability, political affiliation or belief, pregnancy, race, religion, sex, or sexual orientation.  For more information go to www.sjgov.org/department/hr/eeo.