Career Opportunity

Assistant Retirement Benefits Analyst - San Francisco Employees' Retirement System (1812) (121619)

Recruitment: RTF0121618-01011029

Published: April 22, 2022

Accepting applications until: June 02, 2022

Apply using SmartRecruiters, the City and County of San Francisco's application portal.

About:

THIS IS A CITYWIDE EXAM

San Francisco is a vibrant and dynamic city, on the forefront of economic growth & innovation, urban development, arts & entertainment, as well as social issues & change. This rich tapestry of culture and ideas is sustained by our City's commitment to heighten the quality of life for the diverse population of San Franciscans and residents of the greater Bay Area. Our employees play an important role not only in making our City what it is today, but also in shaping the future of San Francisco.

The San Francisco Employees’ Retirement System offers an exceptional opportunity for the right candidates to serve this historic, well established City Department by engaging in interesting and rewarding mission critical work. Established in 1889 as a fund for families and orphans of firefighters and police officers, today the San Francisco Employees’ Retirement System serves more than 75,000 active, vested and retired employees of the City and County of San Francisco and their survivors. 

Our Mission

The San Francisco Employees’ Retirement System is dedicated to securing, protecting and prudently investing the pension trust assets, administering mandated benefits programs, and providing promised benefits to the active and retired members of the City and County of San Francisco.

Specific information regarding this recruitment process are listed below: 

Application Opening:  April 21, 2022
Application Deadline:  May close at anytime, but not before May 5, 2022. 
Salary:  $83,018 to $100,880
Recruitment ID:  121619 - RTF0121618

Interested applicants are encouraged to apply as soon as possible as this announcement may close at any time after May 5, 2022.

Role description

Under general supervision, the Assistant Retirement Analyst performs professional benefits work for the various complex retirement plans of the San Francisco Employees’ Retirement System. The Incumbent may be required to rotate working in various units in the Retirement Services Division.

Examples of primary duties may include:

1.    Computes retirement benefits payable to members including but not limited to pension, buyback, death, marriage dissolution, and termination.
2.    Calculates, reviews, and verifies service credits for members.
3.    Recalculates and adjusts retirement benefits.
4.    Counsels active and retired members about retirement benefits in person (on/offsite), in writing, and/or via telephone; counseling activities include: completing the retirement application packet; providing information and assistance to members with retirement benefits matters, such as service or vesting retirement eligibility, pre-tax buybacks, pre-tax contract forms, benefit taxation requirements, tax withholding procedures, maintenance of beneficiaries' information, and address changes.
5.    Enrolls new employees in system membership and explains benefit entitlements and options.
6.    Maintains and posts payroll data for active and retired members.
7.    Identifies, researches, and analyzes payroll records; calculates and adjusts benefits and updates databases due to corrections and changes.
8.    Participates and assists in conducting retirement seminars and group counseling on/offsite.
9.    May direct activities of support staff engaged in various retirement benefits assignments; and performs other related duties as required.

How to qualify

Minimum Qualifications:

1.    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; AND

2.    One (1) year 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.

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 for up to two years of the education requirement (two years = 60 semester units).

Desirable Qualifications:

The stated desirable qualifications may be used to identify job finalists at the end of the selection process when candidates are referred for hiring.

• Minimum of two years verifiable experience with employee retirement benefit programs involving analysis of data for counseling and benefit calculations with a public sector retirement and/or pension plan or experience with a defined benefit plan or defined contribution plan.
• Minimum of one-year verifiable experience processing and handling numerical data records.
• Minimum of one-year verifiable experience in the administration of employee benefit programs, employee payroll, accounting, human resources, data analysis, or public speaking.
• Minimum of one-year verifiable experience working in a customer service focused environment.
• Working knowledge of PeopleSoft.
• Working knowledge of Microsoft Office including Microsoft Word using mail merge, and Microsoft Excel creating formulas and creating links between cells on the same or different worksheets.
• Strong oral and written communication, and bilingual skills.
• Extensive customer service experience.
• Extensive experience with presentations to individuals and/or groups.

Verification:  

Applicants may be required to submit verification of qualifying education and experience at any point during the recruitment and selection process. If education verification is required, information on how to verify education requirements, including verifying foreign education credits or degree equivalency, can be found at http://sfdhr.org/how-verify-education-requirements

Note:  Falsifying one’s education, training, or work experience or attempted deception on the application may result in disqualification for this and future job opportunities with the City and County of San Francisco.

All work experience, education, training and other information substantiating how you meet the minimum qualifications must be included on your application by the filing deadline. Information submitted after the filing deadline will not be considered in determining whether you meet the minimum qualifications. 

Resumes will not be accepted in lieu of a completed City and County of San Francisco application.

Applications completed improperly may be cause for ineligibility, disqualification or may lead to lower scores.

What else should I know?

SELECTION PROCEDURES:

After application submission, candidates deemed qualified must complete all subsequent steps to advance in this selection process, which includes the following:

Minimum Qualification Supplemental Questionnaire (Weight: Qualifying)

Candidates will be sent a Supplemental Questionnaire that must be completed by the set date. This Minimum Qualification Supplemental Questionnaire is designed to obtain specific information regarding an applicant's experience in relation to the Minimum Qualifications for this position. Applicants must also complete the official application. It is essential that applicants provide complete information in identifying their education, experience, and training. The Minimum Qualification Supplemental Questionnaire will be used to evaluate if the applicant possesses the required minimum qualifications.

Supplemental Questionnaire Evaluation (Weight:  100%):

Applicants who meet the minimum qualifications will be sent a supplemental questionnaire. The Supplemental Questionnaire Evaluation is designed to measure knowledge, skills and/or abilities in job- related areas which may include but not be limited to: knowledge of administration of benefit plans; ability to perform calculations; ability to research and analyze data; ability to counsel members on benefit issues; ability to communicate effectively in writing; ability to establish and maintain positive and effective working relationships with staff, members, and others; and ability to use a computerized data system.

A passing score must be achieved on the Supplemental Questionnaire Evaluation in order to be ranked on the eligible list.

Applicants meeting the minimum qualifications are not guaranteed to advance through all of the steps in the selection process. The department may administer additional selection procedures upon certification in order to make a final hiring decision.

Candidates’ scores on this examination may also be applied to other announcements involving other job titles, when directed by the Human Resources Director.

Upon approval of the Human Resource Director (see Civil Service Rule 111A.26.5), the eligible list resulting from this announcement may be used by other departments that also use this classification or a similar classification. To find other Departments which use this classification, please see http://www.sfdhr.org/Modules/ShowDocument.aspx?documentID=21246. Search that document by title or job code to see which departments use the classification.

Eligible List/Score Report:

A confidential eligible list of applicant names that have passed the civil service examination process will be created, and used for certification purposes only. An examination score report will be established, so applicants can view the ranks, final scores and number of eligible candidates. Applicant information, including names of applicants on the eligible list, shall not be made public unless required by law. However, an eligible list shall be made available for public inspection, upon request, once the eligible list is exhausted or expired and referrals resolved. The eligible list/score report resulting from this civil service examination process is subject to change after adoption (e.g., as a result of appeals), as directed by the Human Resources Director or the Civil Service Commission.

The duration of the eligible list resulting from this examination process will be of 6 months, and may be extended with the approval of the Human Resources Director.

To find Departments which use this classification, please see https://sfdhr.org/sites/default/files/documents/ASO-Level-Chart.pdf?documentID=21246.

Certification:

The certification rule for the eligible list resulting from this examination will be Rule of Three Scores. Additional selection processes may be conducted by the hiring department prior to making final hiring decisions.

Applicants must be guided solely by the provisions of this announcement, including requirements, time periods and other particulars, except when superseded by federal, state or local laws, rules or regulations.  [Note: The correction of clerical errors in an announcement may be posted on the Department of Human Resources website at https://careers.smartrecruiters.com/CityAndCountyOfSanFrancisco1/ .] The terms of this announcement may be appealed under Civil Service Rule 110.4.  Such appeals must be submitted in writing to the Department of Human Resources, 1 S Van Ness Avenue, 4th Floor, San Francisco, CA 94103-5413 by close of business on the 5th business day following the issuance date of this examination announcement.  Information concerning other Civil Service Commission Rules involving announcements, applications and examination policies, including applicant appeal rights, can be found on the Civil Service Commission website at http://sfgov.org/civilservice/rules.

Additional Information Regarding Employment with the City and County of San Francisco:

• Information About the Hiring Process
• Conviction History
• Employee Benefits Overview
• Equal Employment Opportunity
• Disaster Service Worker
• ADA Accommodation
• Veterans Preference
• Seniority Credit in Promotional Exams
• Right to Work
• Copies of Application Documents
• Diversity Statement

How To Apply

Applications for City and County of San Francisco jobs are only accepted through an online process. Visit https://careers.smartrecruiters.com/CityAndCountyOfSanFrancisco1/ and begin the application process.

• Select the “I’m Interested” button and follow instructions on the screen.

Applicants may be contacted by email about this recruitment and, therefore, it is their responsibility to ensure that their registered email address is accurate and kept up-to-date. Also, applicants must ensure that email from CCSF is not blocked on their computer by a spam filter. To prevent blocking, applicants should set up their email to accept CCSF mail from the following addresses (@sfgov.org, @sfdpw.org, @sfport.com, @flysfo.com, @sfwater.org, @sfdph.org, @asianart.org, @sfmta.com, @sfpl.org, @dcyf.org, @first5sf.org, @famsf.org, @ccsf.edu, @smartalerts.info, and @smartrecruiters.com).

Applicants will receive a confirmation email that their online application has been received in response to every announcement for which they file. Applicants should retain this confirmation email for their records. Failure to receive this email means that the online application was not submitted or received.

Exam Analyst Information: If you have any questions regarding this recruitment or application process, please contact the exam analyst, Tess Bobila at Tess.Bobila@sfgov.org

All applicants must submit a completed job application (all sections, including Experience and Education, must be completed) in order to be considered. Resume will not be taken as a substitute for completing the application. 

CONDITION OF EMPLOYMENT:  All City and County of San Francisco employees are required to be fully vaccinated against COVID-19 as a condition of employment. Someone is fully vaccinated when 14 days have passed since they received the final dose of a two-shot vaccine or a dose of a one-shot vaccine. Any new hire must present proof of full vaccination status to be appointed. Any new hire who will be routinely assigned or occasionally enter High-Risk Settings, must provide proof of having received a COVID-19 booster vaccine by March 1, 2022, or once eligible.

The City and County of San Francisco encourages women, minorities and persons with disabilities to apply. Applicants will be considered regardless of their sex, race, age, religion, color, national origin, ancestry, physical disability, mental disability, medical condition (associated with cancer, a history of cancer, or genetic characteristics), HIV/AIDS status, genetic information, marital status, sexual orientation, gender, gender identity, gender expression, military and veteran status, or other protected category under the law.