Retirement Benefits Technician Limited-Term presso County of Orange, CA

About the Department

Please note that this position will be filled as limited-term. 

Limited-term positions are funded for a specific duration—this assignment is estimated to last approximately three (3) years. While limited in funding, incumbents appointed to limited-term roles receive the same benefits as regular employees and are considered County employees for purposes of internal transfers and promotional opportunities. All limited-term positions are subject to the same probationary period as regular-status positions within the same classification.

This recruitment will be advertised from Tuesday, August 26, through the end of day on September 1. It will open for applications on September 2 and will close once 60 applications have been received.

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 54,000 members, OCERS is governed by a ten-member Board of Retirement that is responsible for managing a $25 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

 
THE OPPORTUNITY
OCERS is seeking a Retirement Benefits Technician to perform unique duties requiring the exercise of considerable discretion and responsible decision making. This position is assigned to the Member Services Division and includes heavy customer service, retiree and employer payroll transaction processing, data entry, correspondence, and other pension related work. Incumbents in this class perform unique tasks which include the application and explanation of policies, regulations, and guidelines where interpretation and independent judgment are required. Assignments may also require the integration of technical knowledge with interpersonal and communication skills.
  
GENERAL DUTIES
Incumbents in this position perform technical support functions for OCERS Member Services Division, including preparing correspondence, confirming information and estimates of future retirement benefits, verifying and/or changing beneficiary, tax withholding, or Electronic Fund Transfer information, researching pension information for members or beneficiaries, processing paperwork to establish reciprocity, calculating service purchase contracts and responding to a high volume of phone and online chat inquiries.
  
THE IDEAL CANDIDATE
The Ideal Candidate will possess intermediate computer skills in Word, Excel, and Outlook, as well as the ability to establish and maintain cooperative working relationships with peers, supervisors and managers. The ideal candidate will exhibit the ability to think logically, organize thoughts and prioritize work loads in order to complete work assignments in an efficient and timely manner. The successful candidate will be able to work independently and possess excellent oral and written communication skills.
  
Additionally, the ideal candidate will have extensive experience in all the key competencies noted below:
 
Customer Service

• Interacts in a professional and courteous manner with a variety of individuals at all organizational levels
• Anticipates and meet customer needs
• Establishes productive relationships with internal and external customers

Technical/Computer/Office Skills

• Proficient in Microsoft Office systems/applications/programs
• Creates documents and spreadsheets and maintaining calendars
• Performs complex record keeping
• Exhibits strong attention to detail and performs tasks with a high level of accuracy
• Produces reports using various software programs
• Maintains a high level of confidentiality
• Works well independently

 Communication Skills

• Values and participates in a free flow of information with others for the sake of a common goal
• Values keeping self and others informed
• Is able to clearly and articulately convey information in a casual or informal situation
• Is able to effectively communicate policies, regulations, and guidelines.

Analytical Skills

• Reads and interpret policies, regulations, and guidelines
• Exercises discretion and maintaining confidential and/or sensitive information as dictated by the assignment
• Exercises good judgment
• Exercises critical thinking skills to audit member payroll and benefit records

MINIMUM QUALIFICATIONS
Three years of experience in the use of modern office practices and procedures, principles of writing, and performing difficult technical work requiring independent judgment, accuracy, and speed. One year of the required experience may be substituted by one of the following:
  
Completion of 18 semester or 27 quarter units in the office practices, business education or a closely related field from a recognized college

or

Completion of 360 hours of training from a recognized occupational training program in office practices, business education or a closely related field
  
Please here to view the minimum qualifications and education substitution criteria.
  
PHYSICAL AND ENVIRONMENTAL CONDITIONS
OCERS is committed to providing a means for candidates who may have a disability to identify areas in which they may request a reasonable accommodation. The following is a description of the physical and mental abilities, which are customarily required to perform the essential job functions of this position. Candidates are encouraged to contact the recruiter listed for any questions or to request an accommodation during the testing/selection process.
  
Physical Characteristics
Must have the body mobility, agility, and stamina to stand, walk, stoop, bend, and twist, to access standard office equipment and be in a standard office environment; ability to sit for prolonged periods of time; body strength sufficient to lift up to 15 pounds and carry files; vision sufficient to read fine print and a computer monitor; manual dexterity sufficient to use hands, arms and shoulders repetitively to operate a telephone, keyboard, write and use a calculator; speak and hear well enough to communicate in English clearly and understandably in person, over the telephone, and in small groups; mental stamina to interact professionally with members of the Board of Retirement, Plan Sponsors, peers and members and the ability to drive a car.
  
Environmental Conditions
The primary work place is in an office environment, working with standard office equipment, which generates a quiet moderate noise level. Incumbent performs work in an environment that includes elected officials, non-elected officials, government agencies, community interest groups and the general public in the development and coordination of OCERS affairs. May be required to travel out of the area to attend professional conferences and meetings.
  
RECRUITMENT PROCEDURE
OCERS Human Resources Department will screen all applications and supplemental responses to identify qualified candidates. Applications submitted without a completed supplemental information form will be disqualified from further consideration. After screening, the more qualified candidates will be referred to the next step in the recruitment process and notified of all further procedures applicable to their application status.
  
Application Rating (AAP)
(Refer/Non-Refer) Application materials will be rated by a panel of job knowledge experts for those qualifications most needed to perform the job duties. The more qualified candidates will be referred to the next step. All notifications regarding this recruitment will be sent via e-mail.

Spark Hire Interview

Referred candidates will complete a one-way pre-screening interview on the Spark Hire video interview platform. In this process, candidates will record their responses to a set of structured questions. Subject matter experts will then evaluate these video interviews to determine if candidates qualify for the next phase of the selection process.

Qualifications Appraisal Panel (QAP)
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.

HOW TO APPLY
E-mail is the primary form of notification during the recruitment process. Please ensure your correct e-mail address is on your application and only use one e-mail account.
Your application should highlight all of the areas in which you have developed expertise, matching your professional experience with the specific qualifications listed above.
It is recommended that you record or print your confirmation page, as this verifies receipt of your on-line application.
  
You may apply online at OCERS website: https://www.ocers.org/careers-ocers
  
For specific information about this recruitment, please contact John Nguyen at (714) 569-4855 or email [email protected]. Do not submit resumes to this email address, as they will not be considered in lieu of the required application process.

Position Duties

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 "ocgov.com." If your email address should change, please update your profile at www.governmentjobs.com.

APPLICATION INFORMATION:

Please note, the information provided in your application may be shared internally within OCERS to evaluate your qualifications for potential opportunities in other teams or departments.

FREQUENTLY ASKED QUESTIONS
Click here for additional Frequently Asked Questions.

Minimum Qualifications

OCERS, as an Equal Employment Opportunity employer, encourages applicants from diverse backgrounds to apply. 

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