Job: Retirement Analyst (Open and Promotional)

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Job Description

Overall Job Objective

Job Title:Retirement Analyst (Open and Promotional)
Closing Date/Time:Tue. 12/26/17 11:59 PM Pacific Time
Salary:$31.32 - $39.14 Hourly
$2,505.60 - $3,131.20 Biweekly
$5,428.80 - $6,784.27 Monthly
$65,145.60 - $81,411.20 Annually
Job Type:Full-Time
Location:San Mateo County, California
NOTE: This recruitment schedule was amended on Monday, December 18, 2017 to extend the closing date. Final Closing Date will be Tuesday, December 26, 2017.

The San Mateo County Employees Retirement Association (SamCERA) seeks a highly motivated individual for the position of Retirement Analyst.

Retirement Analysts perform difficult, technical, and analytical fiscal and/or benefit duties in support of the county's retirement system; assure the compliance of activities, programs and records related to the retirement fund and/or membership benefits; develop, implement, and maintain related files, systems and procedures. Retirement Analysts also serve in a customer service capacity by counseling members regarding their SamCERA benefits through meetings, phone calls, seminars, and written correspondence.

NOTE: The eligible list generated from this recruitment may be used to fill future extra-help, term, unclassified, and regular classified vacancies.
 Examples Of Duties:
Depending on the fiscal or benefits assignment, duties may include, but are not limited to, the following:
  • 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 investment, finance and/or benefits plans and programs.
  • Perform a variety of complex and technical tasks such as computing distribution of assets for death benefits, tax compliance amounts, and eligibility of members for transfers, reciprocity, redeposit and purchase of service.
  • 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 payroll, purchasing and inventory.
  • 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 for the Retirement Board, County departments and others.
  • Provide information to and counsel employees on retirement issues.
  • Makes presentations to members, employees, the Retirement Board and the County on topics and issues related to the Retirement Office.
  • Perform related duties as assigned.


Experience and Education: 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.

Knowledge of: Terminology, concepts and practices related to the processing of retirements and the maintenance of the 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; working knowledge of the County Employees' Retirement Law of 1937; and customer service experience in areas of benefits administration.

Skill/Ability to: 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; and communicate effectively both oral and in writing.
Anyone may apply. Current San Mateo County and San Mateo County Superior Court employees with at least six months (1040 hours) of continuous service in a classified regular, probationary, SEIU or AFSCME represented extra-help/term position prior to the final filing date will receive five points added to their final passing score on this examination.  A supplemental application form must be submitted in addition to the standard County employment application form.  A resume will not be accepted as a substitute for the required application materials. 

The examination will consist of an application screening (weight: pass/fail) based on the candidate's application and responses to the supplemental questions. Candidates who pass the application screening will be invited to a panel interview (weight: 100%). Depending on the number of applicants, an application appraisal of education and experience may be used in place of other examinations, or further evaluation of work experience may be conducted to group applicants by level of qualification. All applicants who meet the minimum qualifications are not guaranteed advancement through any subsequent phase of the examination. All examinations will be given in San Mateo County, California, and applicants must participate at their own expense.

IMPORTANT: Applications for this position will only be accepted online. If you are currently on the County's website, you may click the ''Apply Online" button above or below. If you are not on the County's website, please go to to apply. Online applications must be received by the Human Resources Department before midnight on the final filing date.

Tentative Recruitment Schedule
Final Filing Date: December 26 , 2017
Application Screening Date: January 8, 2018
Combined Departmental and Civil Service Interview: January 29 and/or 30, 2018

County of San Mateo is an Equal Opportunity Employer

Analyst: Christina Chan (120417) (Retirement Analyst - E491)

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