Retirement Program Specialist

  • Orange County Employees Retirement System
  • 2223 E Wellington Ave, Suite 100, Santa Ana, California
  • May 18, 2022
Full Time Clerical and Administrative Support Customer Service
  • Salary: $23.79 - $31.85 Hourly USD
  • Negotiable/DOQ: Yes
  • Phone: 7145694810
  • Apply By: Aug 16, 2022

Summary

This recruitment is open to the public on a continuous basis until the needs of the Orange County Employees Retirement System are met. Interested applicants are encouraged to apply immediately.


The first review of applications will take place the week of February 7, 2022.  

This position is scheduled for a 3.5% salary increase effective July 1, 2022.

This recruitment will establish an open eligible list. This list will be used to fill the immediate vacancy within the Member Services Department and will be held to establish a Department Eligible List to fill current and future vacancies.

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.

Job Description

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 County's 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.

Job Requirements

MINIMUM QUALIFICATIONS

Education and Experience

Four years of experience which demonstrates the application of the knowledge of retirement, benefit, insurance or personnel practices and procedures and ability to understand, interpret and apply laws, statutes, rules and regulations pertaining to the retirement benefits system. Of the four years experience required, two years must be at a technical level in a retirement, insurance or government benefit program or in a personnel system which involves retirement benefit experience.

College level education or training 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.

 

PREFERRED QUALIFICATIONS:

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.

Special Instructions

Please mention you found this employment opportunity on the CareersInGovernment.com job board.

Additional Information

HOW TO APPLY

Only on-line applications with the completed supplemental questions will be accepted.

Your application should highlight all of the areas in which you have developed expertise, matching your professional experience with the specific qualifications listed above.

For more information, you may apply on-line at: https://www.ocers.org/careers-ocers

Job Address

2223 E Wellington Ave, Suite 100, Santa Ana, California United States View Map