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NEOGOV · 4 months ago

Retirement Analyst – Limited Term (Open)

County of San Mateo, CA

Full-time

Onsite

Entry, Mid Level

$84K/yr - $105K/yr

1+ years exp

San Mateo County Employees' Retirement Association (SamCERA) seeks a highly organized and detail-oriented individual for the position of Retirement Analyst. The role involves performing technical and analytical fiscal duties to support the county's retirement system, ensuring compliance, and assisting members with their benefits.

GovTechHuman ResourcesInformation TechnologySoftware

Responsibilities

Serve as fiduciary in assuring the compliance and monitoring of activities, programs, and records related to the retirement fund and/or the membership benefits program

Assist in the implementation of SamCERA's benefits plans and programs

Perform a variety of complex and technical tasks, such as date entry and data auditing, computing distribution of retirement benefits, disability and death benefits, and account withdrawals

Analyze data, programs, and services to make recommendations for improvement

Develop, implement, and maintain fiscal- and benefits-related systems, files, and records

Perform ongoing technical and analytical duties to process, monitor, and solve problems in areas, such as retirement benefits and disability benefits

Coordinate with internal County department and external jurisdictions or individuals to obtain information and resolve issues

Assist with special projects, data collection/statistical analysis reports, and the Retirement Board, County departments and others

Provide information to and assist employees on retirement issues

Perform related duties as assigned

Qualification

Retirement benefits administrationCounty Employees' Retirement LawAnalytical skillsCustomer service experienceOrganizational skillsCollaboration skillsAttention to detailCommunication skills

Required

Any combination of education and experience that would likely provide the required knowledge, skills and abilities is qualifying

A typical way to qualify is one year of experience performing difficult, technical, and analytical fiscal and/or benefits duties

Terminology, concepts and practices related to the processing of service and the maintenance of retirement system records

Office administrative principles and practices, including filing and the operation of standard office equipment

Financial record keeping principles and practices

Basic business data processing principles and the use of personal computing equipment

Business arithmetic including percentages and decimals

Oral and written business English

The County Employees' Retirement Law of 1937

Interpret, explain and apply laws, regulations, standards policies and procedures

Develop and maintain accurate files and records and prepare reports

Analyze, research and summarize information and materials

Organize, coordinate and prioritize work activities, meet deadlines and follow up on activities

Use initiative and sound independent judgment within established guidelines

Establish and maintain effective working relationships with those contacted in the course of the work

Operate standard office equipment, including a personal or on-line computer

Prepare clear, complete and concise reports, correspondence and other materials

Communicate effectively both oral and in writing

Preferred

Customer service experience in retirement benefits administration, with the ability to communicate complex information clearly and effectively to members

Working knowledge of the County Employees' Retirement Law of 1937

Strong attention to detail and organizational skills, with the ability to manage multiple tasks and shifting priorities while maintaining accuracy and timeliness

Experience serving in a fiduciary capacity, assuring compliance and monitoring activities, programs, and records related to retirement funds and membership benefits programs

Analytical skills to evaluate data, programs, and services and make recommendations for improvements

Strong collaboration skills to coordinate with internal County departments, external jurisdictions, and individuals to obtain information and resolve issues