Retirement Benefits Specialist Level I/ii

4 weeks ago

Sacramento, United States Sacramento County, CA Full time

**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**:
**6/6/2024, 7/3/2024, 7/31/2024, 8/28/2024 (Final)**

**Level 1 - $4,210.80 - $5,117.33/month**
**Level 2 -$**4,635.33 - $5,634.12**/month**

The Retirement Benefits Specialist Level I/II is responsible for a variety of duties related to the mathematical calculation of retirement benefits and retirement service purchases. Incumbents receive and respond to member questions regarding retirement benefits. They also research and resolve discrepancies in service credit information.

Note: The Retirement Benefits Specialist is a single class with two salary levels. Positions are flexibly staffed and the level at which appointments are made are at the discretion of the appointing authority.

**Examples of Knowledge and Abilities**:
**Knowledge of**
- Principles and practices of customer service
- Information gathering and interviewing techniques
- Basic research methods
- Basic accounting principles including mathematical calculations
- English usage, spelling, grammar, and punctuation

**Ability to**
- Listen and communicate effectively to identify and address member needs
- Coordinate effectively with other County departments regarding retiree benefits
- Work independently and in a team-oriented environment
- Independently draft correspondence
- Research, identify and resolve discrepancies in data and information
- Perform clerical work involving independent judgment
- Prepare complex calculations with speed and accuracy
- Organize and prioritize work and meet deadlines
- Understand and follow written and verbal instructions
- Communicate effectively, verbally and in writing
- Establish, maintain and promote positive and effective working relationships with employees, other agencies, members and the public

**Employment Qualifications**:
**Either**: 1. Two years of full-time paid administrative, accounting, or recordkeeping experience that included some contact with the public including describing rules, regulations, policies, and procedures.

**Or**: 2a. Completion of 60 semester (90 quarter) units of coursework from an accredited college or university with 18 semester (27 quarter) units in business administration, finance, economics, human resources/personnel administration, accounting, public administration or a closely related field;
**AND**

2b. Two years of full-time paid clerical experience that included some contact with the public including describing rules, regulations, policies, and procedures.
**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:

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** and (6) **months.

**Application and Testing Information**:
**APPLICATION**

**County of Sacramento**
**Department of Personnel Services**
**Employment Services Division**
**700 H Street, Room 4667**
**Sacramento, CA 95814**
**Phone (916) 874-5593; 7-1-1 California Relay Service**
**Inter-Office Mail Code: 09-4667**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.
- 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.
- If you have no experience, write "no experience" for the appropriate question.

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