Job Description

Posting number: 27-076620

Department: Retirement

Job classification: Retirement Specialist II

Posting type: Open

Categories: Administration, Accounting and Finance, Public Records, Payroll/Benefits Administration

Summary

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The Tulare County Employees Retirement Association (TCERA) is seeking qualified candidates for the position of Retirement Specialist I or II. The current vacancy can be fill at either Level I or Level II depending on meeting the minimum requirements of the level.

The Retirement Specialist I is the entry level of the series, with advancement opportunities based on performance. A Retirement Specialist provides guidance and support in navigating complex retirement systems, ensuring individuals understand their benefits, rights, and options. There are three defined areas of responsibility: Counseling Relations, the role involves working directly with members to explain retirement plans, eligibility, and financial implications; Disability Determinations: The specialist evaluates medical and employment information to determine eligibility for disability benefits; and Retiree Payroll: Responsibilities include processing retirement payments accurately and maintaining records to ensure timely and correct disbursements.

This position requires analytical skills, attention to detail, and the ability to communicate complex information clearly and compassionately. It is well-suited for individuals who value helping others, problem-solving, and contributing to the efficient delivery of public services. If promoted within the series each level will offer more complex and challenging responsibilities. The position offers the selected individual the opportunity to have an impactful role serving members and retirees throughout important stages of their lives.

Work Schedule for this position: Monday - Friday; 8 am to 5 pm

SALARY INFORMATION

Level I: $5,197 - $ 6,333 Monthly; $62,361 - $76,001 Annually

Level II: $5,739 - $6,994 Monthly; $68,866 - $83,929 Annually

Examples of duties

For a complete list of job duties and requirements please use the links below.

To learn more about this opportunity and all requirements for the Level I position please click here.

To learn more about this opportunity and all requirements for the Level II position please click here.

Qualifications

Minimum qualifications are used as a guide for establishing the education, training, experience, special skills and/or license which are required and equivalent to the following.

Education Level I and II: Equivalent to a bachelor’s degree from an accredited college of university in public of business administration, accounting or a closely related field.

Education Equivalency: Level I Only: Additional years of related experience may be substituted for the educational requirement on a year for year basis.

Experience: Level I: One year of experience performing payroll processing or retirement related field and proficiency with personal computer operations and software programs. Level II: Requires two years of experience performing duties comparable to those of a Retirement Specialist I.

Level II Experience Equivalency: Additional years of experience performing pension payroll processing, active membership administration, and disability claims/hearing processes exhibiting proficiency with operations, personal computer and software programs may substitute for the education requirement on a year for year basis.

Knowledge of:

• Principles and practices of payroll accounting.
• Bookkeeping practices and procedures.
• Automated pension payroll and active member record keeping systems.
• Theory, capabilities, limitations, and operations of office automation and related equipment and systems.

Skill/Ability to:

• Read, understand and interpret laws, regulations, personnel policies, memoranda of understanding and changes to the County Employees Retirement Law of 1937 that affect the pension payroll system.
• Identify a need for developing and implementing new forms or procedures.
• Organize work and set priorities on an ongoing basis.
• Meet deadlines under demanding conditions with changing priorities.

DESIRABLE EMPLOYMENT STANDARDS

Knowledge of: The County Employees Retirement Law of 1937 (The 1937 Act).

Supplemental information

Conditions of Employment:

• Candidates selected may be required to pass a pre-employment drug and alcohol screening. Additionally, a background investigation may also be conducted, which may include a re-investigation every 10 years for some positions.
• An Employment Eligibility Verification using E-Verify may be required on the first day of employment for some positions.
• Some job classes may also require a physical exam.

College Cost Reduction Access Act: This may be a qualifying position for student loan forgiveness through the College Cost Reduction and Access Act (CCRAA). Only student loan payments made after October 1, 2007 and in a qualified repayment plan are eligible. For more information you are encouraged to speak with your student loan service or visit: https://studentaid.gov/manage-loans/forgiveness-cancellation/public-service

EQUAL EMPLOYMENT OPPORTUNITY EMPLOYER