Retirement Plan Assistant

Summary

The Retirement Department is seeking a Retirement Plan Assistant. Under general supervision, incumbents in this position receive training and learn policies and procedures and specific methods and protocols specific to the Retirement department.

and perform routine administrative support work such as answering questions, counseling retiring District employees; assist Retirement Plan participants in resolving routine inquiries, dispatch and triage incoming requests.

This is the entry and trainee level of the series. Incumbents work under close supervision and are given direct and detailed supervision with frequent review of the work.

As incumbents gain the necessary skills and knowledge, work is performed with greater independence. Incumbents in this classification apply considerable interpersonal skills in responding to requests for information concerning the retirement process and benefits, and may participate in retirement planning and education workshops.

This is an excellent opportunity to work for the largest bus agency in California, make a difference in our local community, and promote AC Transit as a great employer of the East Bay.

In addition to working with some of the best in the business, AC Transit also has an excellent benefits package that includes pension, medical, dental and vision coverage, flexible spending, and 457 savings plan.

Representative Functions

• Responds orally and in writing to telephone, written, and walk-in inquiries from current and potential retirees regarding retirement issues, and investigates and resolves a variety of routine retirement related issues.
• Provides general information and assistance to employees completing their retirement applications.
• Prepares and distributes informational materials to retirees and potential retirees and may participate in retirement planning and education workshops.
• Performs clerical and administrative functions of the office including answering phones and maintaining paper and computerized files and databases.
• Inputs data and creates and / or modifies spreadsheets and data collection templates.
• Prepares and distributes memoranda, letters, agenda, and related documents and reports.
• Performs related duties as required.

Minimum Qualifications

Education : Graduation from high school or has attained a General Education Diploma (GED), California High School Proficiency Certificate or equivalent.

Additional years of experience may be substituted for education on a year-for-year basis.

Experience : Two (2) years of experience in an administrative / clerical, customer service position or a related field.

Special Requirements : Must be willing to occasionally work outside regular business hours and travel between the various District facilities if required.

Additional Information

Physical Requirements : Must maintain the physical condition necessary to : (1) perform tasks in an office setting operating a personal computer, keyboards, and other peripheral equipment;

2) possess physical mobility in order to travel between District locations.

THIS POSITION IS A UNION POSITION, REPRESENTED BY AFSCME

The Selection Process : The Human Resources department must receive a completed online application by the filling date. If this recruitment is "Continuous," it may be closed at any time without notice.

Applications will be screened for job related qualifications, and those candidates who best meeting the qualifications listed on this Job Announcement will be invited to participate in an examination process that may include written, oral and / or performance segments.

Current District employees must have satisfactory attendance and performance records. Finalists will be placed on an Eligibility List.

When filling vacancies, the Human Resources Department will refer the top candidates to the hiring department for final screening and recommendation.

Vaccination Requirement for Candidates Seeking Employment : Alameda-Contra Costa Transit District has implemented a requirement that requires all candidates for District employment to be fully vaccinated for COVID-19, including variants, prior to being employed by the District, subject to limited exceptions.

AC Transit adopted this vaccination policy as an emergency public health response to mitigate the negative public health consequences associated with increased incidence and test positivity rates and the prevalence of new virus variants, including increased hospitalizations, intensive care unit admissions, and deaths.

As such, candidates seeking District employment will be required to : (1) be fully vaccinated (two weeks after completion of the entire recommended COVID-19 vaccination series) and (2) submit a copy of their COVID-19 vaccination card prior to their start date, unless a reasonable accommodation request for a medical or religious exemption has been approved.

Benefits : The transit professionals who call AC Transit home represent the rich cultural diversity of the Bay Area. For more than 60 years, we have been an equal opportunity employer honoring religion, ethnic background, national origin, gender, gender expression, genetic information, disabilities, age, and veteran status.

We are not only an inclusive employer but also offer a comprehensive benefits package rooted in choice, flexibility, and affordability.

Most Benefits are effective the first of the month following your hire date. Employees and eligible dependents have access to the following benefits* :

Medical - Choice of two Health Maintenance Organizations (HMOs) : Kaiser Permanente and Health Net. $10.00 office visit co-pays;

$5.00 - $35.00 prescription co-pays.

Dental - MetLife Preferred Provider Organization (PPO) $50 annual deductible per person / $150 per family; $3,000 per person annual maximum;

preventative care covered at 100%; basic and major care covered at 90%; $4,000 lifetime maximum orthodontia covered at 50%.

Vision - Vision Service Plan - $10.00 copay; eligible for an exam, lenses, frames or contact lenses every 12 months - based on the last date of service.

$200 frame allowance or $120 allowance for contact lenses.

• Employer paid Basic Life Insurance
• Employee paid Voluntary Term Life Insurance
• Employee Assistance Program (EAP)
• Flexible Spending Accounts (FSA) for Health Care, Dependent Care, Parking, Transit
• AC Transit contributes up to $50.00 / month towards an employee's FSA Transit costs
• Free AC Transit Bus Pass
• Federal Credit Union
• Vacation and Sick Leave or Personal Time Off
• Ten (10) paid holidays; 2 paid floating holidays; 1 paid birthday holiday
• Tuition Reimbursement - up to $2500 per fiscal year on approved courses
• Wellness Program
• AC Transit benefits are negotiated and subject to change based on collective bargaining agreements.

Pension : All AC Transit employees participate in a lifetime defined benefit pension. All employees hired on or after January 1, 2020, may be in the District's Tier II pension plan covered by the Public Employees' Pension Reform Act of 2013 (PEPRA).

As such, he / she may be required to contribute a small portion of annual income towards the cost of his / hers District pension.

ADA Compliant and Drug Free Workplace : The Human Resources Department will make reasonable efforts in the recruitment / examination process to accommodate applicants with disabilities.

If you have a need for an accommodation, please call Human Resources at (510) 891-4783.

The Alameda Contra Costa Transit District has established the goal of a 100 percent drug and alcohol-free workplace. Applicants will be required to undergo drug and alcohol testing prior to employment and those in safety sensitive positions will be subject to further drug and alcohol testing through their period of employment, including random drug and alcohol testing.

In accordance with federal requirements, all job applicants selected for appointments in a safety sensitive position are subject to pre-employment drug and alcohol testing.

A final job applicant will be tested for five prohibited drugs : Cocaine, PCP, Amphetamines, Marijuana and Opiates. During employment, employees holding safety sensitive positions are subject to random, reasonable suspicion, post-accident, return-to-duty, and follow-up drug and alcohol testing.

Additionally, in the event of an absence of more than 90 days from a safety sensitive position, pre-employment drug testing will be performed.

Equal Opportunity Employer