Retirement Technician - Temporary

Job Description:

Retirement Technician - Temporary

Description

Introduction

This recruitment is being given to fill one (1) temporary positions with the San Joaquin County Employees' Retirement Association (SJCERA) and may be used to establish an eligible referral pool to fill future (part-time/temporary) opportunities. Resumes will not be accepted in lieu of an application. A completed application must be received online by the final filing deadline.

This temporary position will be supporting the SJCERA benefits unit with workload, on-site resource support, and cross-training efforts while the organization implements a new Pension Administration System (PAS) and will be for a limited duration, which is anticipated to end December 31, 2027.

Be advised that this temporary position cannot exceed 1,559 hours on payroll each calendar year.

NOTE: All correspondences relating to this recruitment will be delivered via e-mail. The e-mail account used will be the one provided on your employment application during time of submittal. Please be sure to check your e-mail often for updates. If you do not have an e-mail account on file, Human Resources will send you correspondences via US Mail.

TYPICAL DUTIES

• Maintains master file and records of all members and beneficiaries in the retirement system.
• Communicates with members in-person, by phone, and through written communication on a wide variety of retirement related topics and customer service issues; receives, researches and responds to customer service inquiries.
• Processes retirement forms and documentation to facilitate data collection and retirement procedures.
• Researches, calculates, and sets up and confirms payments for first month on retirement payroll.
• Processes health insurance for retirees participating in County sponsored health plans; establishes monthly spreadsheets for retirees by plan and premium category, enters data, and updates vendor portal.
• Maintains death log and notices for members and payees; initiates death benefit processing.
• Coordinates activities and communicates with County departments, Human Resources, County and Outside Counsel, Office of Administrative Hearing, and Medical experts to assure proper recording and filing of various application forms related to disability retirement processing.
• Makes and verifies various calculations such as contribution rates, service credit purchase, interest, and retirement benefits for members and communicates with the employers to facilitate corrections and adjustments.
• Calculates estimates for purchase of service and/or potential retirement income for employees considering retirement.
• Maintains paper and electronic records on retired, active, non-active and beneficiary information.
• Updates and balances retirement repurchases of service for active employees against bi-weekly payroll.
• Calculates, verifies, and corrects service and contributions records on accounts for all members; processes recent resignations for withdrawal requests or establish deferred retirement accounts.
• Processes request for reciprocity for active and deferred members.

MINIMUM QUALIFICATIONS

Experience : Two years of general office clerical work, one year of which must have been at least at the level of Office Assistant in San Joaquin County service; one additional year of work must have been at least at the level of Senior Office Assistant in San Joaquin County service performing financial and statistical recordkeeping.

Substitution : One year of approved business training which included instruction in general office procedures and either business mathematics, language mechanics, office machine operations, or recordkeeping procedures may be substituted for six months of the required clerical experience. Additional college level coursework in finance, accounting, or business or public administration may be substituted for the required financial and statistical recordkeeping experience.

KNOWLEDGE

Principles and practices of bookkeeping; methods of compiling, computing, and presenting basic statistical information; basic mathematics; filing systems and procedures; methods of locating and verifying information; principles and techniques of effective oral and written communications; basic public relations techniques; office machines and computers.

ABILITY

Interpret laws and regulations governing the retirement system and to answer questions about the retirement system; prepare materials for actuarial reports and financial statements; set up and maintain ledgers and journals; speak, write, and interview effectively; establish and maintain effective working relationships with others; use computer equipment.

PHYSICAL/MENTAL REQUIREMENTS

Mobility-frequent operation of a data entry device; frequent sitting, standing, and walking for long periods; occasional climbing stairs, pushing, pulling, bending, and squatting; Lifting-ability to occasionally lift up to 15 pounds; Vision-constant reading and close-up work and good overall vision; frequent eye/hand coordination; occasional color/depth perception and peripheral vision; Dexterity-frequent holding, grasping and writing; occasional reaching and repetitive motion; Hearing/Talking-constant hearing normal speech, talking in person and on the telephone; occasional hearing faint sounds; Emotional/ Psychological-constant public contact, decision making and concentration; frequent exposure to grief; Special Requirements--may occasionally work weekends/nights/overtime; may be required to travel; Environmental--occasional exposure to noise.

San Joaquin County complies with the Americans with Disabilities Act and, upon request, will consider reasonable accommodations to enable individuals with disabilities to perform essential job functions.

Equal Opportunity Employer

San Joaquin County is an Equal Employment Opportunity (EEO) Employer and is committed to providing equal employment to all without regard to age, ancestry, color, creed, marital status, medical condition, national origin, physical or mental disability, political affiliation or belief, pregnancy, race, religion, sex, or sexual orientation. For more information go to Equal Employment Opportunity Division (sjgov.org).

Accommodations for those covered by the Americans with Disabilities Act (ADA):

San Joaquin County complies with the Americans with Disabilities Act and, upon request, will consider reasonable accommodations to enable individuals with disabilities to perform essential job functions.

BENEFITS

Part-Time Employee Benefits: Part-time employees who meet the appropriate eligibility criteria may receive health insurance benefits and step increases in accordance with their MOU.

Part-Time and Temporary Employees cannot exceed 1,559 hours on payroll in a calendar year.

Selection Procedures

Applicants for part-time and temporary recruitments who meet the minimum qualifications are either referred to the hiring department for further selection or they may be required to take a written examination. If a written examination is given, the top candidates may be referred to the hiring department for further selection.

Testing Accommodation: Candidates who require testing accommodation under the Americans with Disabilities Act (ADA) must call Human Resources Division at (209) 468-3370 prior to the examination date.

Physical Exam : Some classifications require physical examinations. Final appointment cannot be made until the eligible has passed the physical examination. The County pays for physical examinations administered in its medical facilities.

Pre-employment Drug Screening Exam: Some classifications require a new employee successfully pass a pre-employment drug screen as a condition of employment. Final appointment cannot be made until the eligible has passed the drug screen. The County pays for the initial drug screen.

Employment of Relatives: Applicants who are relatives of employees in a department within the 3rd degree of relationship, (parent, child, grandparent, grandchild or sibling) either by blood or marriage, may not be appointed, promoted, transferred into or within the department when:

• They are related to the Appointing Authority, or
  
• The employment would result in one of them supervising the work of the other
  

Department Heads may establish additional limitations on the hiring of relatives by departmental rule.

Proof of Eligibility: If you are offered a job, you will be required to provide proof of U.S. citizenship or other documents that establish your eligibility to be employed in the U.S.

HOW TO APPLY

Please be advised that Human Resources will only be accepting Online Application submittals for this recruitment. Paper application submittals will not be considered or accepted.

Apply Online:

www.sjgov.org/department/hr

Office hours:
Monday - Friday 8:00 am to 5:00 pm; excluding holidays.

Phone: (209) 468-3370

Job Line:

For current employment opportunities please call our 24-hour job line at (209) 468-3377.

When a final filing date is indicated, applications must be submitted online to the Human Resources Division before the submission deadline. Resumes and paper applications will not be accepted in lieu of an online application. (The County assumes no responsibility for online applications which are not received by the Human Resources Division).

San Joaquin County Substance Abuse Policy: San Joaquin County has adopted a Substance Abuse Policy in compliance with the Federal Drug Free Workplace Act of 1988. This policy is enforced by all San Joaquin County Departments and applies to all San Joaquin County employees.

Equal Opportunity Employer : San Joaquin County is an Equal Employment Opportunity (EEO) Employer and is committed to providing equal employment to all without regard to age, ancestry, color, creed, marital status, medical condition, national origin, physical or mental disability, political affiliation or belief, pregnancy, race, religion, sex, or sexual orientation. For more information go to www.sjgov.org/department/hr/eeo .


Click on a link below to apply for this position:
Fill out the Application NOW using the Internet. Apply Online View and print the official application form as an Acrobat pdf file. A San Joaquin County application form is required for this recruitment. You may print this Acrobat PDF document and then fill it in. Contact us via conventional means. You may contact us by phone at (209) 468-3370, or by email, or apply for a job in person at the San Joaquin County Human Resources Division.

Closing Date/Time: 2/27/2026 11:59:00 PM

Salary:

$25.25 - $30.70/hour