1812-Retirement Analyst

Job description

CITY AND COUNTY OF SAN FRANCISCO

DEPARTMENT OF HUMAN RESOURCES

JOB CODE TITLE: ASSISTANT RETIREMENT ANALYST

JOB CODE: 1812

DEFINITION

Under general supervision, performs professional benefits work for the San Francisco City and County Employees' Retirement System and performs related duties as required. Computes and verifies the computation of employees' retirement and death benefits. Assists in establishing procedures relative to payment of retirement benefits. Monitors and conducts the research and analysis of retirement records to determine benefits payable.

DISTINGUISHING FEATURES

This is the entrance level classification in the Retirement Analyst series. However, employees are not hired as trainees. Positions in this job code are distinguished from positions in the next higher job code of 1813 Senior Benefits Analyst in that the latter has supervisory responsibility for a staff of professional and clerical personnel in addition to performing highly technical and complex retirement benefit calculations.

SUPERVISION EXERCISED

None. Employees in this class may give instructions to benefits technicians or clerical staff in the course of performing analysis of benefits programs but they do not have full supervisory responsibility for staff.

EXAMPLES OF IMPORTANT AND ESSENTIAL DUTIES

According to Civil Service Commission Rule 109, the duties specified below are representative of the range of duties assigned to this job code/class and are not intended to be an inclusive list.

1. Calculates service credits for service, vesting and disability retirements. Computes retirement benefit payable to a retiree and determines the retirement benefit adjustments under appropriate survivor benefit plans. Verifies calculations of death benefits.

2. Compiles data for revising retirement contribution rates. Assists in establishing procedures to conform with changes in legislation governing retirement and death benefit payments.

3. May direct the activities of subordinate staff engaged in compiling service credit data from payroll and personnel records.

4. Provides information to Retirement System members and retirees on various retirement benefit matters, including maintenance of records of beneficiaries, benefit taxation requirements, and tax withholding procedures. Initiates inquiries to ascertain status of local retirees.

5. Counsels active and retired members on retirement benefits in person, in writing or over the telephone. Enrolls new employees in system membership and explains benefit entitlements and options. Interviews and counsels active members who are retiring and completes the retirement application package.

6. Performs related duties as required.

KNOWLEDGE, SKILLS, AND ABILITIES

Knowledge of: Administration of employee pension programs; calculation of retirement benefit payments and adjustments under appropriate survivor benefit programs; counseling techniques appropriate to retirement systems; City Charter sections, Administrative Code sections and ordinances related to pension benefit programs.

Ability or Skill to: Interpret complex written materials; read and interpret pension regulations and guidelines; analyze numerical data and perform calculations following an established formula; communicate clearly and concisely orally and in writing, directly to individuals as well as publicly to groups of members; disseminate and obtain accurate, detailed information; establish and maintain positive and harmonious working relationships with those contacted in the course of work; learn and use a computerized data system; understand and follow oral and written instructions; make accurate numerical calculations; conduct effective interviews; set priorities and organize work in order to accomplish assigned tasks; deal tactfully and courteously with department representatives, members of government agencies, and retirees.

MINIMUM QUALIFICATIONS

These minimum qualifications establish the education, training, experience, special skills and/or license(s) which are required for employment in the classification. Please note, additional qualifications (i.e., special conditions) may apply to a particular position and will be stated on the exam/job announcement.

Education:

Possession of a baccalaureate degree from an accredited college or university, preferably in economics, finance, accounting, statistics, business administration, human resources, psychology, sociology, public administration or a related field.

Experience:

One year of experience in the administration of employee benefit programs, including counseling clients, performing calculations, researching client information, and using computers to analyze and/or obtain data. Must include proficiency in the use of computers to perform word processing, prepare spreadsheets and perform data entry/retrieval.

License and Certification:

Substitution:

Additional direct experience with an employee pension plan (preferably a defined benefit plan) may be substituted for the education on a year for year basis (two years = 60 semester units).

SUPPLEMENTAL INFORMATION

Essential duties require the following physical skills and work environment:

The work environment is an office setting with extensive direct public contact and use of computers to research information, compose correspondence and reports, and perform data entry.

PROMOTIVE LINES

ORIGINATION DATE:

9/8/80

AMENDED DATE:

9/1/00; 7/11/23

REASON FOR AMENDMENT:

To accurately reflect the current tasks, knowledge, skills & abilities, and minimum qualifications.

BUSINESS UNIT(S):

COMMN

Standard information

Disaster service work

All City and County of San Francisco employees are designated Disaster Service Workers through state and local law (California Government Code Section 3100-3109). Employment with the City requires the affirmation of a loyalty oath to this effect. Employees are required to complete all Disaster Service Worker-related training as assigned, and to return to work as ordered in the event of an emergency.

Historic and future compensation