Retirement Services Analyst
Retirement Services Analyst
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$ 94001 - 114255
1 Vacancy
Job Description
The Position
This is a continuous filing exam. Next filing cutoffs are at 5:00 pm on: 6/5/25 7/7/25 8/7/25 (final)
Under general direction assists with developing and implementing procedures related to the processing of service retirement and disability retirement benefit applications death benefits separation benefits and purchasable service requests with the Sacramento County Employees Retirement System (SCERS); serves as lead with respect to developing and presenting a variety of inservice training modules on retirement benefit issues and related topics to SCERS staff; assists the Retirement Services Manager or independently conducts training to County departments and special districts on retirement benefit matters; serves as technical advisor to Retirement Services Supervisors and staff; and serves in the absence of the Retirement Services Manager.Examples of Knowledge and Abilities
Knowledge of Principles and practices of supervision discipline leadership mentoring and training Team dynamics and team building Principles and practices of customer service Principles of public sector defined benefit retirement plans including a variety of benefits calculation methods within qualified retirement plans Federal state and local retirement codes/laws affecting pension benefits County Employee Retirement Law of 1937 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 Pension and payroll systems and processes Principles of presentation development; methods of presenting training material to groups Techniques for interviewing counseling instructing and facilitating group discussions Principles and practices of effective supervision including employee selection and grievance and disciplinary procedures
Ability to - Select supervise train and evaluate staff
- Plan coordinate assign and review the work of subordinate staff
- Investigate and resolve disciplinary issues
- Communicate clearly and effectively both verbally and in writing with subordinates peers members and the public
- Interpret and apply applicable federal state and local laws codes and regulations
- Interpret and apply provisions of contracts ordinances negotiated agreements and other regulations or policies relating to retirement benefits and issues
- Use information systems as a tool in the performance of retirement services assignments
- Identify and describe problems related to procedures and retirement benefits
- Analyze compare prioritize and evaluate complex benefit and membership data
- Develop and evaluate alternative solutions and identify consequences of decisions and recommendations
- Assist with the development and implementation of policies and procedures to ensure compliance with statutes legislation and regulations
- Effectively develop and present training materials on retirement benefits before large and small groups
- Apply customer service skills including the identification of customer needs and follow up to ensure customer commitments have been met
- Learn and apply County personnel procedures and rules
- Learn apply and ensure adherence to department policies and procedures
- Understand the purpose and organization of the SCERS Benefit Services Division
- Manage a variety of special projects
- Work under pressure and deal with emotional and/or confrontational situations
- Operate a variety of office equipment such as computers scanners copiers faxes etc
- Develop and maintain cooperative effective working relationships with others
Employment Qualifications
- Minimum Qualifications:
A Bachelors degree or higher from an accredited college or university in Business Administration Public Administration Accounting Economics or other field closely related to the intent of the class.AND
Two years of fulltime paid experience as a supervisor or higher over a group of employees responsible for performing administrative duties in a pension retirement financial services benefits administration or accounting field.
Note: An additional four years of qualifying fulltime paid experience performing administrative duties in pension retirement financial services benefits administration or accounting may substitute for the required education.
Note:If the word experience is referenced in the minimum qualifications it means fulltime paid experience unless the minimum qualification states that volunteer experience is acceptable. Parttime paid experience may be accumulated and prorated to meet the total experience requirements.Note: If the minimum qualifications include an educational or certificate/license requirement applicants must submit proof of requirements with the application. Failure to submit proof of requirements may result in disqualification from the examination. Unofficial transcripts are acceptable. For guidelines on submitting acceptable proof of educational requirements please click here or speak to someone in our office before the cutoff date listed in this notice.
General Qualifications
Criminal History and Background Check:
The County may access criminal history information on candidates who have accepted a conditional offer of appointment within this class consistent with the provisions of Board of Supervisors Resolution No. 82602 Personnel Policies and applicable federal and state law. The County shall not consider for employment any applicant who has been convicted of a felony or misdemeanor that relates to or impacts the candidates 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 candidates prior to appointment to a position within this class. The background check may include personal and professional reference checks credit history check 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.
Drivers License: Some positions in this class require possession of a valid State of California Driver License Class C or higher at the time of appointment. Failure to obtain and maintain a valid California Driver License constitutes cause for personnel action in accordance with Civil Service Rule 11.4. Individuals who do not meet this requirement due to a disability will be reviewed on a casebycase basis.
Probationary Period
The probationary period for this classification issix (6)months. Application and Testing Information
APPLICATION
Qualified applicants are encouraged to apply immediately. All applicants must complete and submit an online County of Sacramento employment application by 5:00 PM on the posted cutoff date. Clickhereto apply.
County of Sacramento
Department of Personnel Services
Employment Services Division
700 H Street Room 4667
Sacramento CA 95814
Phone (916); 711 California Relay Service
InterOffice Mail Code: 094667
- Employment applications and all documentation requested in this announcement must be submitted by 5:00 p.m. on the cutoff date.
- Employment Services is not responsible for any issues or delays caused by an applicants computer or web browser. Applicants will be automatically logged out if they have not submitted their applications and all documentation prior to 5:00 p.m. on the cutoff date.
- Your application should highlight all relevant education training and experience and clearly indicate how you meet the minimum qualifications for the position as of the cutoff date.
- Application information must be current concise and related to the requirements in this job announcement. You may only apply for this recruitment once. Duplicate and incomplete applications will be disqualified.
- A resume may be included with your application however it will not substitute for the information requested on the application.
SUPPLEMENTAL QUESTIONNAIRE
Applicants are required to provide a full and complete response to each supplemental question. The Supplemental Questionnaire is located in the tab marked Supplemental Questions. Please be descriptive in your response.
Note:Responses of See Resume or See Application or copy and paste of work experience are not qualifying responses and will not be considered.
- Supplemental Questionnaires must be submitted by 5:00 p.m. on the cutoff date. Employment Services is not responsible for any issues or delays caused by an applicants computer or web browser. Applicants will be automatically logged out if they have not submitted their applications and all documentation prior to 5:00 p.m. on the cutoff date.
- The supplemental questions are designed to elicit specific information regarding a candidates experience education and training. Responses should be consistent with the information on your application and are subject to verification.
- Please provide place of employment pertinent dates and concise descriptive and detailed information for each question.
- If a job included responsibilities applicable to several questions separate the different functions of the job to answer all the questions completely.
- Resumes or referral to the application or other questionnaire responses will not be accepted in lieu of completing each question.
- If you have no experience write no experience for the appropriate question.
- For many individuals it is more efficient to develop responses to the supplemental questions in a word processing document and then paste them into the final document to be submitted. Changes or corrections to your Supplemental Questionnaire cannot be made once your application packet has been submitted.
- If the Supplemental Questionnaire is used in the Formula Rate exam failure to complete all of the questions or incomplete responses will result in a lower score. While scoring the Supplemental Questionnaire the candidates application and/or attachments will not be reviewed therefore a candidates responses to the questions should be accurate thorough detailed and complete.
FORMULA RATE EXAMINATION (Weighted 100%)
All candidates meeting the minimum qualifications by the cutoff date will have their Supplemental Questionnaire scored in the Formula Rate Examination.
This examination will evaluate the relevance level recency progression and quality of candidates education training and experience. The candidates application or other materials will not be included in this examination. Therefore the candidates responses to the supplemental questionnaire should be thorough detailed and complete. The score from the Formula Rate Examination will determine the ranking on the eligible/employment list for this job.
All candidates competing in the testing process will receive written notice of their examination results by email. Notices can also be accessed in their inbox. Applicants achieving a passing score will be placed on the eligible list in rank order. The rank is determined by the test score attained from the examination.
FREQUENTLY ASKED QUESTIONS
Clickherefor Frequently Asked Questions (FAQs)
For information regarding County jobs:
Sacramento County is about enriching communities to thrive. We strive to create inclusive workplaces that reflect the communities we serve. We value and celebrate the unique perspectives backgrounds abilities and diverse dimensions of our employees and residents. Through transparency courage innovation and trust we are committed to advance equity and transformational change.
We are a proud equal opportunity employer. If you need assistance or an accommodation due to a disability for any phase of the hiring process please contact our Disability Compliance Office at orCA Relay 711.
Required Experience:
IC
Employment Type
Full-Time
