Retirement Program Specialist
Retirement Program Specialist
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$ 55931 - 74880
1 Vacancy
Job Description
CAREER DESCRIPTION
RETIREMENT PROGRAM SPECIALIST
Please note that OCERS is recruiting for both full-time regular and limited-term assignments.
Candidates may be appointed to either a regular or limited-term position based on organizational need. A regular full-time position has no set end date while a limited-term position is funded for a specific durationthis assignment is estimated to last approximately three (3) years. While limited in funding incumbents appointed to limited-term roles receive the same benefits as regular employees and are considered County employees for purposes of internal transfers and promotional opportunities. All limited-term positions are subject to the same probationary period as regular-status positions within the same classification.
The application period will open on June 23 2025 and close at the end of the day on June 30 2025.
DESCRIPTION
The Orange County Employees Retirement System (OCERS) invites you to join our team! We are now accepting online applications to fill the position of Retirement Program Specialist.WHO WE ARE
Established in 1945 the Orange County Employees Retirement System (OCERS) provides retirement death disability and cost-of-living benefits to retirees of the County of Orange and certain County districts. Serving approximately 54000 members OCERS is governed by a ten-member Board of Retirement that is responsible for managing a $24 billion dollar fund. For more information about OCERS please clickhere.
Mission
OCERS mission is to provide secure retirement and disability benefits with the highest standards of excellence.
Vision
OCERS vision is to be a trusted partner providing premier pension administration distinguished by consistent quality member experiences and prudent financial stewardship.
Values- Open and Transparent
- Commitment to Superior Service
- Engaged and Dedicated Workforce
- Reliable and Accurate
- Secure and Sustainable
THE OPPORTUNITY
OCERS is seeking a Retirement Program Specialist to perform unique duties requiring the exercise of considerable discretion and responsible decision-making in performing duties. This position is assigned to the Member Services Division and reports to the Member Services Supervisor. Incumbents in this class will perform tasks which include the application and explanation of policies regulations and guidelines where interpretation and independent judgment are required. Some assignments may also require the integration of technical knowledge with interpersonal and communication skills.
GENERAL DUTIES
Under general supervision the Retirement Program Specialist performs technical work in connection with the Orange County Employees Retirement System (OCERS) interpreting statutes regulations and policies for retirement members and beneficiaries. The incumbent will counsel and calculate benefits for members or beneficiaries on benefit options service retirement disability and death benefits deferral of benefits withdrawal and reciprocal provisions. Additionally the incumbent will utilize OCERS pension and imaging software to access data pertaining to retired and active member accounts as well as identify problems and errors gather and analyze data and reports containing confidential information and perform other related work as assigned. The incumbent will interact with County departments governmental and special district representatives on issues involving member eligibility retirement and reciprocity. In addition the incumbent will demonstrate strict confidentiality professionalism integrity and compliance with applicable laws and regulations. Retirement Program Specialists are expected to perform with a high degree of independence and possess knowledge of the Countys legal policies and procedures.
THE IDEAL CANDIDATE
The ideal candidate will possess the ability to establish and maintain cooperative working relationships with peers supervisors managers government officials and the public. In addition the candidate must be able to work independently and possess excellent oral and written communication skills as well as the ability to think logically and organize thoughts and priorities to accomplish tasks in an efficient and timely manner. The individual must be comfortable acting in a leadership role and must be highly organized detail oriented and able to handle multiple competing tasks and deadlines. The ideal candidate will also possess intermediate to advanced computer skills in Microsoft Word Excel Outlook and Access.The candidate must exhibit demonstrated experience in all the key competencies noted below:
Customer Service- Interact in a professional and courteous manner with a variety of individuals at all organizational levels
- Anticipate and meet customer needs
- Establish productive relationships with internal and external customers
Technical Skills- Perform complex calculations using the MS Office Suite
- Detail oriented with a high level of accuracy
- Ability to work independently
Communication Skills- Value and participate in a free flow of information with others for the sake of a common goal
- Ability to keep self and others informed while demonstrating courtesy and respect at all times
- Clearly communicate policies regulations and guidelines
- Ability to present complex and technical information to diverse groups of individuals
Analytical Skills- Ability to interpret policies regulations and guidelines
- Ability to exercise discretion and maintain confidentiality
- Ability to exercise critical thinking skills when auditing member payroll and benefit records
MINIMUM QUALIFICATIONS
Four years of experience which demonstrates the application of those knowledges and abilities listed as minimum qualifications; two years of which must be technical level experience in a retirement insurance or government benefit program or in a personnel system which involves retirement benefit experience.
College level education or training directly related to such work may be substituted for up to one year of the required experience at the rate of three semester units equaling one month experience and one hour of training equaling one hour of experience.
College level education beyond the bachelor degree which is directly related to the position may be substituted for up to an additional year of required experience at the rate of three semester units equaling one month of experience. Certification as an Employee Benefits Specialist (CEBS) may be substituted for up to an additional year of the required experience.Highly Desirable Qualifications
- Quality assurance /audit experience
- Experience in County Employees Retirement Law (CERL) organizations performing complex retirement benefit calculations final average salary calculations Service Purchase Contract calculations Non-Service Credit Purchases (NSCPs) or Retirement Benefit Counseling to members
- Ability to interpret MOUs/employment contracts as applied to benefits administration and reciprocity
- Ability to speak hear and communicate clearly and understandably in English in person in front of a group and over the telephone
- Manual dexterity sufficient to use hands arms and shoulders repetitively to operate a telephone keyboard to write file staple and use a calculator
- Mental stamina to interact professionally with peers members and Participating Employers
- Vision sufficient to read fine print and a computer monitor
- Independent body mobility agility and stamina to stand walk stoop bend twist and operate standard office environment
- Ability to sit for prolonged periods of time
- Body strength sufficient to lift up to 10 pounds and carry files
Environmental Conditions
The ability to interact with a wide range of individuals including supervisors managers and Participating Employers in a variety of situations. Will be required to facilitate informational seminars and work in an office environment with changing deadlines and competing priorities.RECRUITMENT PROCESS
OCERS Human Resource Department screens all application and supplemental information materials to identify qualified candidates. Applications submitted without completed supplemental information form will be disqualified from further consideration. After screening candidates who meet the minimum qualifications will be referred to the next step in the recruitment process. All candidates will be notified via email of their status in the process.
In-Person Examination (AAP) (Refer/Non-Refer)
Applicants who meet desired qualifications will be invited to participate in one or more job-related examinations. Applicants will be notified of their exam date. Only the most successful candidates will be referred to the next step in the process.Qualifications Appraisal Panel (QAP) Application Rating (Weighted 100%)
Candidates will be interviewed and rated by a panel of job knowledge experts. Each candidates rating will be based on responses to a series of structured questions designed to elicit the candidates qualifications for the job.
Based on OCERS needs and the number of applications received the selection procedures listed above may be modified and all affected candidates will be notified.
ELIGIBLE LIST
After all the test procedures have been completed OCERS Human Resources Department will establish an eligible list of qualified candidates.ADDITIONAL INFORMATION
HOW TO APPLY
Only online applicationswith the completed supplemental questionsand a resume attached to the application will be accepted.
E-mail is the primary form of notification during the recruitment process. Please ensure your correct e-mail address is on your application and only use one e-mail account.Your application should highlight all of the areas in which you have developed expertise matching your professional experience with the specific qualifications listed above.
It is recommended that you record or print your confirmation page as this verifies receipt of your online application.You may apply online at OCERS website: specific information pertaining to this recruitment please contact John Nguyen at or Do not submit resumes to this email address as they will not be considered in lieu of the required application process.
EMAIL NOTIFICATION
FREQUENTLY ASKED QUESTIONS
Email is the primary form of notification during the recruitment process. Please ensure your correct email address is included in our application and use only one email account.
NOTE: User accounts are established for one person only and should not be shared with another person. Multiple applications with multiple users may jeopardize your status in the recruitment process for any positions for which you apply.
Candidates will be notified regarding their status as the recruitment proceeds via email through the site. Please check your email folders including spam/junk folders and/or accept emails ending with and . If your email address should change please update your profile at.
Clickhere for additional Frequently Asked Questions.EEO INFORMATION
OCERS as an Equal Employment Opportunity employer encourages applicants from diverse backgrounds to apply.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
