Retirement Benefit Technician

THE OPPORTUNITY:

OCERS is seeking a Retirement Benefit Technician to perform unique duties requiring the exercise of considerable discretion and responsible decision-making in performing work. This position is assigned to the Member Services Division and Assisting Benefit Program Specialists with the retirement process, processing paperwork to establish reciprocity, review member affidavits and memos and directives as it relates to member records. Incumbents in this class perform unique 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: Incumbents in this position perform technical support functions for OCERS Member Services Division; Prepare correspondence confirming information and estimates of future retirement benefits; verify and/or change in beneficiary, tax withholding, and Electronic Fund Transfer information; research pension information for members or beneficiaries; process paperwork to establish reciprocity and respond to a high volume of phone inquires.

THE IDEAL CANDIDATE:

• Three years of experience which would have developed the knowledge and abilities listed below.

• One year of the required experience may be substituted by one of the following: (1) Completion of 18 semester or 27 quarter units in office practices, business education or a closely related field from a recognized college, or (2) completion of 360 hours of training from a recognized occupational training program in office practices, business education or a closely related field.

Customer Service

Demonstrated Experience:

• Interacting in a professional and courteous manner with a variety of individuals at all organizational levels

Technical/Computer/Office Skills

Demonstrated Experience:

• That reflects proficiency on current computer systems/programs, which holds and manages pertinent information, creates documents, spreadsheets and keeps calendars

• Performing complex record keeping

• Being detailed oriented with a high level of accuracy

• Producing reports using various software programs

• High level of confidentiality

• Working independently

Communication Skills

Demonstrated Experience:

• That shows candidate values and participates in a free flow of information with others for the sake of a common goal

• That shows candidate values keeping self and others informed

• That shows candidate has the ability to clearly and articulately convey information in a casual or informal situation

• Communicating policies, regulations and guidelines to others

Analytical Skills

Demonstrated Experience:

• Reading and interpreting policies, regulations and guidelines

• Exercising discretion and maintaining confidential and/or sensitive information as dictated by the assignment

Please click here to view the minimum qualification and education substitution criteria.

WHAT DOES THE ORANGE COUNTY EMPLOYEES RETIREMENT SYSTEM (OCERS) DO?

OCERS provides retirement, death, disability, and cost-of living benefits to employees and retirees of the County of Orange and certain County districts. OCERS is governed by a nine-member Board of Retirement that is responsible for managing a $8 billion dollar fund. For more information, please visit our website: www.ocers.org

BENEFITS

OCERS offers a competitive benefit package which includes a choice of several health plans, annual leave (includes paid vacation) and paid holidays. Additionally, the County has a retirement plan, which has reciprocity with the Public Employees Retirement System (PERS) and other funds within the state of California. Participation in a deferred compensation plan is also available. OCERS also offers $3,000 annual Educational and Professional Reimbursement.

PHYSICAL, MENTAL AND ENVIRONMENTAL CONDITIONS

OCERS is committed to providing a means for applicants who may have a disability to identify areas in which they may request a reasonable accommodation. The following is a description of the physical and mental abilities that are customarily required to perform the essential job functions of this position. Applicants are encouraged to contact the recruiter listed below for any questions or to request an accommodation during the testing/selection process.

Physical and Mental Requirements:

• Ability to speak, hear, and communicate clearly and understandably in English in person and over the telephone

• Manual dexterity sufficient to use hands, arms and shoulders repetitively to operate a telephone, keyboard, write, file, staple, and use a calculator

• Mental stamina to interact professionally with peers, members, and Plan Sponsors

• Vision sufficient to read fine print and a computer monitor

• Independent body mobility, agility, and stamina to stand, walk, stoop, bend, twist, to access a standard office environment

• Ability to sit for prolonged periods of time

• Body strength sufficient to lift up to 25 pounds and carry files

Environmental Conditions:

The ability to interact with a wide range of individuals including supervisors, managers, and Plan Sponsors in a variety of situations. Will be required to work in an office environment with changing deadlines and competing priorities.

OCERS Human Resources department screens all applications and supplemental information forms to identify qualified applicants who meet the minimum qualifications. Applications submitted without a completed supplemental information form will be disqualified from further consideration. Only online applications will be considered. Candidates will be notified by email of all further procedures applicable to their application status.

SELECTION PROCEDURES

As part of the application process, you will be responding to a series of questions which will determine whether you will proceed to the following:

Minimum Qualifications (Refer/Non-Refer): OCERS Human Resources screens all applications to identify the most qualified candidates for the position based on the skills required to meet the needs of the department. After the initial screening, the more qualified candidates will be referred to the next step of the selection process.

Application/Supplemental Screening (Refer/Non-Refer): An Application Appraisal Panel (AAP) will thoroughly screen all application materials and rate for the knowledge, skills, abilities and experience described above. The more qualified candidates will be referred to the next step. (The information you provide will be used as a scoring device, so please be descriptive in your response.)

Oral Panel Interviews (Weighted 100%): Candidates will be interviewed and rated by a panel of job knowledge experts. Each candidate’s rating will be based on responses to a series of structured questions designed to elicit the candidates’ qualifications for the job.

ELIGIBLE LIST

After all the test procedures have been completed, OCERS Human Resources department will establish an eligible list of qualified candidates.

HOW TO APPLY

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

• E-mail is the primary form of notification during the recruitment process. Please ensure your correct email address is on your application and only use one email 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 on-line application.

• You may apply on-line at the County of Orange website: http://www.oc.ca.gov.

• For specific information pertaining to this recruitment please contact Teresa Panameno at (714) 569-4847 or e-mail tpanameno@ocers.org. Do not submit resumes to this email address as they will not be considered in lieu of the required application process.

This recruitment is being held to fill vacancies at the Orange County Employees Retirement System (OCERS) office. OCERS, as an equal employment opportunity employer, encourages applicants from diverse backgrounds to apply.