Location
Description
The Office of Retirement Services (ORS) oversees the investment of assets and administers the benefits of the two Defined Benefit Retirement Plans for the City of San Jose Employees. One plan is for the sworn police and fire employees called the Police and Fire Department Retirement Plan. The other plan is for all other eligible City employees called Federated City Employees' Retirement System. The assets of the two plans total over $8.0 billion. As of June 30, 2023, there were close to 7,200 retirees and beneficiaries, and close to 5,750 active employees in the two retirement plans. Each of the retirement plans has a Board of Administration that has fiduciary responsibility over their respective retirement plan. The ORS staff has accountability to them as well as City Administration. ORS has a total of about 45 positions spread among five different work groups within the department: Investments, Benefits, Accounting, Information Technology, and Administration. ORS utilizes the City's Financial Management System for all general ledger activities. In addition, ORS has its own pension administration system called Pension Gold that holds all pension/contribution information for active members and retirees and is used in almost all of the functions for the Benefits Group staff.
Retirement Services is seeking energetic, customer-focused candidates for t wo (2) Analyst I/II positions in the Benefits Divisi on to carry out multiple areas of responsibility relating to the administration of retirement and health benefits for over 15 ,000 retirees and plan members . O ne position is part of the Pension Benefits Team and the other is part of the Health Benefits Team. On a day-to-day basis the Analyst s will assist retirement applicants and retirees in the retirement process, perform pension benefit calculations, process enrollments in retiree healthcare, and resolv e pension and health enrollment issues.
Successful candidates will have strong interpersonal , organizational and analytical skills and a keen interest in providing quality services for our members. Attention to detail is critical and the successful candidate must be able to handle multiple projects at once with a customer centric philosophy. Below are a few of the key duties of the positions:
- (Both positions) Provide customer service to retirees and members of the retirement plans v ia phone, email, and walk-in .
- (Both) Give presentations at new employee orientation, new retirement group workshops and counseling sessions, health benefits educational sessions, and other forums .
- (Both) Research and resolve a variety of pension and health related issues .
- (Both) Perform accurate calculations of pension benefits and health premiums using Excel.
- (Pension) Process new retirement setups and retirement corrections in the Pension Administration System.
- (Pension) Handle special assignments such as legal/divorce, disability retirements, reciprocity, outside earnings & workers compensation offsets, service purchases, military leave reconciliations, 415(b), and sick leave payouts .
- (Health) Process monthly health enrollment changes and adjustments.
- (Health) Process Open Enrollment changes and Medicare Part B r eimbursement s.
This recruitment may be used to fill multiple positions in this, or other divisions or departments. If you are interested in employment in this classification, you should apply to ensure you are considered for additional opportunities that may utilize the applicants from this recruitment.
Ideal Candidate
Education: A Bachelor's Degree from an accredited college or university.
Experience:
- Analyst I - None
- Analyst II - Two (2) years of increasingly responsible professional staff analytic or administrative experience conducting studies, organizing and analyzing data, and preparing reports, recommendations, or conclusions for a functional area in budget, finance, grant administration, organizational analysis, general administration, or human resources.
Acceptable Substitution: Additional years of experience in a position comparable to the Staff Specialist with the City of San José in areas such as budget, finance, grant administration, organizational analysis, general administration or human resources may be substituted for the education requirement on a year for year basis.
Employment Eligibility: Federal law requires all employees to provide verification of their eligibility to work in this country. Please be informed that the City of San Jose will NOT sponsor, representor sign any documents related to visa applications/transfers for H1-B or any other type of visa which requires an employer application.
Competencies
The ideal candidate will possess the following competencies, as demonstrated in past and current employment history.
Desirable competencies for this position include:
- Job Expertise - Demonstrates knowledge of and experience with applicable professional/technical principles and practices, Citywide and departmental procedures/policies and federal and state rules and regulations.
- Analytical Thinking - Approaches a problem or situation by using a logical, systematic, sequential approach.
- Communication Skills - Effectively conveys information and expresses thoughts and facts clearly, orally and in writing; demonstrates effective use of listening skills; displays openness to other people's ideas and thoughts.
- Computer Skills - Experienced with common business computer applications including but not limited to: MS Outlook, MS Word, MS PowerPoint, MS Access, and MS Excel.
- Customer Service - Demonstrates the ability to anticipate customers' needs and deliver services effectively and efficiently using professional demeanor.
- Initiative - Exhibits resourceful behaviors toward meeting job objectives ; anticipates problems, is proactive, and avoids difficulties by planning ahead ; displays willingness to assume extra responsibility and challenges; pursues continuing education opportunities that promotes job performance.
- Multi-Tasking - Can handle multiple projects and responsibilities simultaneously; has handled a wide variety of assignments in past and/or current position(s).
- Teamwork & Interpersonal Skills - Develops effective relationships with co-workers and supervisors by helping others accomplish tasks and using collaboration and conflict resolution skills.
Selection Process
The selection process will consist of an evaluation of the applicant's training and experience based on the application and responses to the Job Specific Questions. Only the candidates whose backgrounds best match the position will be invited to proceed in the selection process . Additional phases of the selection process will consist of one or more interviews .
If you have questions about the duties of these positions, the selection or hiring processes, please contact Courtney Stuerwald at Courtney.stuerwald@sanjoseca.gov .