Retirement Specialist I
Bilingual English/Spanish encouraged to apply. Se buscan personas bilingües en inglés y español. Para recibir una solicitud en español, llame a Recursos Humanos al 234-6600.
Job Requirements and Minimum Qualifications
- Counsel and/or interview members contemplating retirement; provide information and explain policies, procedures and Retirement law, ensure eligibility and advise on benefit options and procedures for applying for benefits under the 1937 Retirement Act Law.
- Research and verify member information such as contributions, interest, purchases, refunds, total service time credited; accurately calculate and verify retirement estimates, calculate costs for purchase of service credit, benefits, provide benefit options, verify employee contributions and service credits, process applications and all supporting documents necessary to the retirement application process in accordance with laws, rules and regulations.
- Advise applicant of benefit options; assist in the completion of application forms, tax withholding forms, and beneficiary forms.
- Monitor the status of fund participants, initiating correspondence as appropriate.
- Write, edit, produce and disseminate newsletters, booklets, bulletins, benefit statements, and other written materials.
- Make presentations providing information about the retirement system to members, retirees, County management and other participating employers.
- Generate records and prepare responses to California Public Records Act requests.
- Perform a variety of routine and non-routine clerical/administrative duties in support of the department such as answer phone calls, greet visitors, sort and distribute mail, perform accounts payable and receivable functions, process department payroll, purchasing, make travel arrangements and process travel claims, update forms, information bulletins and website materials, etc.
- Perform other related duties as assigned.
MINIMUM QUALIFICATIONS REQUIRED
Education and Experience:
High school diploma or GED, supplemented with course work in accounting or business; and one (1) year of experience performing general office duties such as typing, filing, and answering telephones; or any combination of education, training and experience that provides the required knowledge, skills, and abilities to perform the essential functions of the job.
Knowledge, Skills, and Abilities
- Applicable state, federal and local ordinances, laws, rules and regulations.
- Basic interviewing and counseling techniques.
- Mathematical and statistical data collection and applications.
- General office procedures, policies and practices, as well as basic computer knowledge and other general office equipment.
- Recordkeeping, report preparation, filing methods and records management techniques.
- Common financial records management principles and practices.
- Office administrative and secretarial practices and procedures, such as business letter writing, etc.
- Correct English usage, including spelling, grammar, punctuation, and vocabulary.
- All computer applications and hardware related to performance of the essential functions of the job.
- Working and communicating effectively with people of various education and socioeconomic backgrounds by respecting beliefs, interpersonal styles and behaviors of both clients and co-workers.
- Verifying information and calculating benefits, service credits, contributions, refunds and other disbursements.
- Understanding, interpreting, applying and explaining rules, regulations and policies.
- Making presentations in small group settings.
- Using tact, discretion, initiative and independent judgment within established guidelines.
- Preparing clear and concise reports, correspondence and other written materials.
- Organizing work, setting priorities, meeting critical deadlines, and following up on assignments with a minimum of direction.
- Communicating clearly and effectively, both orally and in writing, with internal staff, citizens, and other departmental staff in order to give and receive information in a courteous manner.
- Analyzing and resolving office administrative situations and problems.
- Applying logical thinking to solve problems or accomplish tasks, to understand, interpret and communicate complicated policies, procedures and protocols.
- Using a computer terminal to enter and retrieve data and information.
- Operating and minor routine maintenance of general office machines and equipment.
- Read, understand and interpret laws, regulations, personnel policies, memoranda of understanding, medical and legal terminology, and changes to the County Employees Retirement Law of 1937 that affect the pension payroll system.
- Clearly explain the 1937 Act provisions, other retirement rules and regulations to members, groups of members and beneficiaries'.
- Recognize and maintain confidentiality of information in compliance with County regulations and the County Employees Retirement Act of 1937 (the 1937 Act).
- Recognize a need for developing and implementing new forms, procedures or policies.
- Research, collect and organize material into a manageable form.
- Establish and maintain effective working relationships with a variety of individuals.
- Understand and carry out written and oral instructions, giving close attention to detail and accuracy.
- Draft/write reports and correspondence.
- Speak effectively before individuals and/or groups.
- Add, subtract, multiply and divide whole numbers, common fractions and decimals.
- While performing the essential functions of this job, the incumbent is regularly required to: stand, walk; sit; use hands to finger, handle, or feel objects; reach with hands and arms; speak and hear; and push, pull, move, or lift above and below the neck objects weighing up to 20 pounds.