What are the responsibilities and job description for the Senior Retirement Program Specialist position at Orange County CA?
Salary : $63,689.60 - $85,155.20 Annually
Location : 2223 E. Wellington Ave. Suite #100 Santa Ana, CA
Job Type : Full-Time Regular
Job Number : 0863GE-0225-157(O)
Department : OCERS
Opening Date : 02 / 10 / 2025
Closing Date : 2 / 23 / 2025 11 : 59 PM Pacific
CAREER DESCRIPTION
SENIOR RETIREMENT PROGRAM SPECIALIST
Open to the Public
Applications will be accepted from Monday, February 10, 2025 thru Sunday, February 23, 2025.
THE OPPORTUNITY
OCERS is seeking a Senior Retirement Program Specialist who will be responsible for providing accurate, complete, and up-to-date information to retirement system members, representatives of outside agencies and members of the public. This position is responsible for facilitating presentations in front of various groups and organizations and reviewing and processing the most complex inquiries and claims in accordance with the County Employees Retirement Law of 1937 and other applicable state and federal laws related to retirement. This position may act as a lead and assist with planning and organizing special projects to meet division goals.
WHO WE ARE
Established in 1945, the Orange County Employees Retirement System (OCERS) provides retirement, death, disability and cost-of-living benefits to retirees of the County of Orange and certain County districts. Serving approximately 55,000 members, OCERS is governed by a ten-member Board of Retirement that is responsible for managing a $24 billion dollar fund. For more information about OCERS, please click here.
Mission
OCERS' mission is to provide secure retirement and disability benefits with the highest standards of excellence. Vision
OCERS' vision is to be a trusted partner providing premier pension administration, distinguished by consistent, quality member experiences and prudent financial stewardship. Values
- Open and Transparent
- Commitment to Superior Service
- Engaged and Dedicated Workforce
- Reliable and Accurate
- Secure and Sustainable
CORE COMPETENCIES
The most qualified candidates will have extensive experience in the key competencies noted below.
Retirement Customer Service Expertise
Demonstrated Experience :
Analysis / Problem Resolution / Results Oriented
Demonstrated Experience :
Technical / Computer / Office Skills
Demonstrated Experience :
MINIMUM QUALIFICATIONS
Four years of experience which demonstrates the application of those knowledges and abilities listed as minimum qualifications; two years of which must be technical level experience in a retirement, insurance, or government benefit program, or in a personnel system which involves retirement benefit experience.
College level education or training directly related to such work may be substituted for up to one year of the required experience at the rate of three semester units equaling one month experience and one hour of training equaling one hour of experience.
College level education beyond the bachelor degree which is directly related to the position may be substituted for up to an additional year of required experience at the rate of three semester units equaling one month of experience. Certification as an Employee Benefits Specialist (CEBS) may be substituted for up to an additional year of the required experience.
Please click to view the minimum qualifications and education substitution criteria.
DESIRABLE QUALIFICATIONS
The ideal candidate will possess intermediate to advanced computer skills in Word, Excel, Outlook, and Access, establish and maintain cooperative working relationships with peers, supervisors, managers, government officials, and the public, and think logically and organize thoughts and work priorities to accomplish work efficiently and in a timely manner. The successful candidate must be able to work independently and possess excellent oral and written communication skills. The ideal candidate must be comfortable acting in a leadership role and must be highly organized, detail oriented and able to handle multiple competing tasks and deadlines.
KNOWLEDGE OF
ABILITY TO
RECRUITMENT PROCESS
OCERS Human Resources Department screens all applications and supplemental information materials to identify qualified candidates. Applications submitted without completed supplemental information form will be disqualified from further consideration. After screening, candidates who meet the minimum qualifications will be referred to the next step in the recruitment process. All candidates will be notified via email of their status in the process.
Applications Appraisal Panel (AAP) | Application Rating (Refer / Non-Refer) : Application material will be rated by a panel of job knowledge experts for those qualifications most needed to perform the duties of the job. The more qualified candidates will be referred to the next step. All notifications regarding this recruitment will be sent via e-mail.
Qualifications Appraisal Panel (QAP) | Application Rating (Weighted 100%) : Candidates will be interviewed and rated by a panel of job knowledge experts. Each candidate's rating will be based on responses to a series of structured questions designed to elicit the candidate's qualifications for the job.
Based on OCERS needs and the number of applications received, the selection procedures listed above may be modified and all affected candidates will be notified. Only the most successful candidates will be placed on the eligible list.
ELIGIBLE LIST
After all the selection procedures have been completed, OCERS Human Resources department will establish an eligible list of qualified candidates for the OCERS location ONLY .
HOW TO APPLY
ADDITIONAL INFORMATION
This class is the professional level of the Retirement Program Specialist series. Incumbents are required to have an in-depth knowledge of the legal, organizational and financial areas underlying employee benefit plans.
EMAIL NOTIFICATION
Email is the primary form of notification during the recruitment process. Please ensure your correct email address is included in our application and use only one email account. NOTE : User accounts are established for one person only and should not be shared with another person. Multiple applications with multiple users may jeopardize your status in the recruitment process for any positions for which you apply. Candidates will be notified regarding their status as the recruitment proceeds via email through the GovernmentJobs.com site. Please check your email folders, including spam / junk folders, and / or accept emails ending with "governmentjobs.com" and "ocers.org." If your email address should change, please update your profile at www.governmentjobs.com.
FREQUENTLY ASKED QUESTIONS
Click for additional Frequently Asked Questions.
OCERS, as an Equal Employment Opportunity employer, encourages applicants from diverse backgrounds to apply.
Non-Management Benefits
In addition to the County's standard suite of benefits, such as a variety of health plan options, annual leave and paid holidays we also offer an excellent array of benefits such as a Health Care Reimbursement Account, 457 Defined Contribution Plan and Annual Education and Professional Reimbursement. Employees are provided a Retirement Plan through the Orange County Employees Retirement System
Please go to the following link to find out more about Defined Benefit Pensions and OCERS Plan Types / Benefits.
Click for information about benefits offered to County of Orange employees.
You are required to provide full and complete responses to the supplemental questions. The information you provide will be used as a rating device, so please be descriptive in your response. Incomplete information will result in a lower rating. Supplemental questions are designed to help you present your qualifications for this position and will be rated based on the information that you supply. Please provide concise, descriptive and detailed information and highlight all of the areas in which you have developed expertise, matching your professional experience with the specific qualifications and abilities for each question. Resumes will not be accepted in lieu of completing the supplemental questions. By selecting yes below, you acknowledge that you have read and understand this application requirement.
Describe your experience and education auditing the work of others, training and mentoring others.
Please give some examples of areas where you have demonstrated the ability to be an effective leader of a team. What did you do and what were the results of your actions?
Describe your experience with interpreting complex statutes, regulations, laws, policies and procedures.
Do you have public speaking experience and experience preparing and presenting complex and technical information and conducting interviews?
If you answered "Yes" to question 5, please describe your experience with public speaking and preparing and presenting complex and technical information and conducting interviews. If you answered "No", please type N / A.
As a public agency committed to transparency and ethical conduct, OCERS requires candidates to disclose any outside business activities. Are you currently engaged in any outside business activities? (Select one)
If you answered "Yes" to the above question, please provide a brief description of the outside business activity, including the nature of the business and your role or involvement.
I certify that all statements made in this Supplemental Questionnaire are true and complete to the best of my knowledge. I understand that any false statement(s) of materials facts or omissions may subject me to disqualification.
Required Question
Salary : $63,690 - $85,155
