Senior Retirement Benefits Specialist

The Position

Come join one of Forbes Magazine's Best Employers! This is a continuous filing exam. Next filing cut-offs are at 5 : 00 pm on :

• 6 / 12 / 2024, 7 / 10 / 2024, 8 / 7 / 2024 (Final) Under general supervision, the Senior Retirement Benefits Specialist leads, plans, schedules and oversees the work of Retirement Benefits Specialists while performing the same and / or more difficult duties as those being led;
• ensures completion of tasks in accordance with established policies and procedures; communicates policies, procedures and job expectations;

and provides training to staff.

Examples of Knowledge and Abilities

Knowledge of

• Principles and practices of leadership, mentoring, and training
• Applicable federal, state, and local laws, codes and regulations, including 1937 Act Retirement Law
• Operational characteristics, services, and activities of assigned programs and functions
• Office procedures, methods, and equipment including computers and applicable software applications such as word processing, spreadsheets, databases, and other specialized applications related to area of assignment
• English usage, spelling, grammar, and punctuation
• Advanced customer service principles and practices
• Information gathering and interviewing techniques
• Research methods
• Accounting principles including mathematical calculations

Ability to

• Lead and train Retirement Benefit Specialist staff
• Plan, coordinate, assign, and review the work of staff
• Provide work direction and instruction
• Research and evaluate work problems, and recommend solutions
• Develop, maintain, and promote cooperative, effective working relationships with others
• Communicate clearly and concisely, both verbally and in writing
• Interpret and apply applicable federal, state, and local laws, codes, and regulations
• Apply customer service skills, including the identification of customer needs and follow up to ensure customer commitments have been met
• Effectively audit and indentify discrepancies in retirement benefit calculations, data, and information
• Listen and communicate effectively to identify and address member needs
• Work independently and in a team-oriented environment
• Independently draft correspondence
• Understand, interpret, analyze and apply 1937 Act rules and regulations
• Prepare complex calculations with speed and accuracy
• Organize and prioritize work and meet deadlines

Employment Qualifications

Minimum Qualifications

Three years of full-time paid experience which included : 1) describing rules, regulations, policies and procedures to customers and / or the public, and 2) processing benefits and services in a pension, retirement, financial services, benefits administration, or accounting field.

Note : If the word experience is referenced in the minimum qualifications, it means full-time paid experience unless the minimum qualification states that volunteer experience is acceptable.

Part-time paid experience may be accumulated and pro-rated to meet the total experience requirements.

GENERAL QUALIFICATIONS

Criminal History and Background Check :

The County may access criminal history information on candidates who have accepted a conditional offer of appointment for this class consistent with the provisions of Board of Supervisors Resolution No.

82-602, Personnel Policies, and applicable federal and state laws. The County shall not consider for employment any candidate who has been convicted of a felony or misdemeanor that relates to or impacts the candidate's ability to perform the job duties of this class unless it is determined that mitigating circumstances exist.

For purposes of accessing criminal history information, the candidate will be fingerprinted. A subsequent arrest notification may be obtained.

The County may also conduct a background check on the candidate prior to appointment to a position within this class. The background check may include personal and professional reference checks, credit history checks, Social Security Number verification, professional license / registration verification, military service information and driving history.

Information obtained in the course of this background check will be considered by the appointing authority in the selection process.

In obtaining such information, the County will comply with applicable consent and disclosure practices in the Fair Credit Reporting Act and the California Investigative Consumer Reporting Agencies Act.

License Requirement :

A valid California Driver License, Class C or higher, may be required at the time of appointment. Failure to obtain or maintain the appropriate California Driver License may constitute cause for personnel action in accordance with Civil Service Rules or applicable bargaining agreement.

Individuals who do not meet this requirement due to disability will be reviewed on a case-by-case basis.

Probationary Period

The probationary period for this classification is six (6) months.