Confidential Assistant III - Stanislaus County, CA : Job Details
Confidential Assistant III
Stanislaus County, CAJob Location : all cities,CA, USA
Posted on :
2025-02-16T18:23:31Z
Job Description :
Salary : $48,380.80 - $72,550.40 AnnuallyLocation : Ste 600, CAJob Type: Full-timeJob Number: 4662-25Department: Stanislaus County Employees Retirement AssociationOpening Date: 02/13/2025Closing Date: 2/20/2025 5:00 PM Pacific About the OpportunityTHE DEPARTMENTStanislaus County Employees' Retirement Association (StanCERA)Our Vision: Empowering our members through education and technology to play a proactive role in understanding and managing their retirement benefits.Our Mission: Provide and promote comprehensive and financially sound retirement in a professional, efficient, and courteous manner. StanCERA is a qualified retirement plan governed by the County Employees' Retirement Law of 1937. StanCERA provides pension benefits to employees of Stanislaus County, Stanislaus County Superior Courts, City of Ceres, StanCOG, and several special districts. The Association relies on a full-time staff of 12 to administer a plan with $2.8 billion in assets and more than 11,000 active, deferred, and retired participants. A 10 member Board of Retirement oversees all elements of the plan and assigns daily management and operational responsibilities to an Executive Director. THE POSITIONThe Confidential Assistant III can report to either the Member Employer Services Manager or the Fiscal Services Manager and performs a variety of functions for members and retirement staff. This journey level position is allocated only to the Stanislaus County Employees Retirement Association (StanCERA). Under general supervision, incumbents are designated as confidential employees and process confidential personnel, retirement, medical, and legal documents. Incumbents are responsible for performing retirement benefits administration work involving the interpretation of pension benefit rules and related regulations, policies, and procedures, and resolving more complex member issues.Unless otherwise provided, this position is part of the Unclassified Service of the County and considered at will for labor relations purposes. The individual selected will participate in the Stanislaus County Pay-for-Performance program, as well as receive additional benefits.Incumbents may also be subject to overtime, standby, callback, weekend, holiday and shift assignments as identified in their MOU (Memorandum of Understanding).The Job Task Analysis provides information detailing the physical and functional demands of the classification. For the complete job task analysis, visit the Risk Management website at the Disability tab.Typical TasksMember Services job duties:
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- Provides courteous, high-quality service to members and members of the public by personally responding to requests for service or making appropriate referrals for incoming callers and walk-in members.
- Conducts research and analysis on member records and history.
- Prepares correspondence and clarifies policies and procedures.
- Educate members on utilizing the benefit/contribution calculators and navigating the StanCERA website.
- Assists members in navigating the StanCERA Member Portal to obtain information, submit electronic requests, and perform benefit estimates.
- Provides one-on-one counseling for members on retirement planning, including vesting, membership requirements, and reciprocity.
- Participates as a representative for department education meetings and offsite employer events.
- Enrolls new hires in the retirement system.
- Processes retirement applications from intake through completion.
- Calculates benefit and service credit purchase estimates.
- Maintains electronic files of member accounts.
- Verifies payments, contributions, and deductions.
- Resolves benefit issues and problems.
- Processes applicable death benefits.
- Communicates information in partnership with County/District departmental personnel/payroll staff, employees, retirees, and beneficiaries as applicable.
- Obtains birth, death, marriage, and divorce documents.
- Processes address, beneficiary, and other record changes.
- Maintains technical desk manuals and related forms.
- Prepares and distributes handouts for employees, departmental personnel, and payroll staff.
- Coordinates with other public agencies to establish Reciprocity for new and terminated members.
- Prepares welcome packets for new members.
- Process member terminations.
- Processes requests for payments (contribution refund/death benefit).
- Maintains internal records, logs, rosters, spreadsheets, and databases.
- Assists in planning and scheduling department activities and training.
- Performs backup reception duties.
- Sorts and processes mail.
- Prepares and mails 1099R forms.
- Maintains desk reference manuals and related forms and resources.
- Prepares mass mailings to association members and retirees, as applicable.
- Monitors and reconciles employee/member accounts, service credits, personal information, retirement/deferred status, reciprocity, and dissolution of marriage orders.
- Assists with maintenance of StanCERA website.
- Back up to the Clerk of the Board.
- Assist with processing retiree payroll and member statements.
- May be required to perform the functions of the lower level class in this series.
- Assist with receiving and checking orders and maintains office supplies.
- Assist with researching cost and vendors for purchases and services.
- Knowledge of Business English including spelling, grammar, and punctuation for composing business correspondence.
- Skilled in operating office equipment and modern computer systems, including Windows, Microsoft Office, Adobe Professional, and website content management.
- Knowledge of Mathematics and basic statistics
- Knowledge of provisions of the California government code (County Employees Retirement Law of 1937)
- Knowledge of StanCERA internal policies, operating and administrative procedures, and forms.
- Knowledge of the Brown Act
- Work independently.
- Work cooperatively and collaboratively with other employees and members of the Board.
- Perform adequately under work and time pressures and complete work assignments.
- Exercise common sense and sound judgment in making independent decisions required in performing administrative and management functions.
- Maintain accurate records, files, and correspondence.
- Treat County employees, representatives of outside agencies and members of the public with courtesy and respect.
- Exercise appropriate judgment in answering questions and releasing information.
- Function calmly in challenging situations, which require a high degree of sensitivity, tact, and diplomacy.
- Maintain confidentiality of personnel, payroll, medical, and legal records.
- Read, interpret, understand, apply, and explain to others the provisions of employment benefit laws, requirements, reference materials, and operating policy and procedures.
- Prioritize importance of tasks and complete work assignments in proper sequence and within deadlines.
- Methods to review and check work for accuracy and completeness.
- Research and explain information and resolve issues, problems, and complaints.
- Provide prompt, efficient, and responsive service.
- Three (3) years of full-time journey level clerical experience providing administrative support in a public agency and performing duties as listed in the typical tasks
- Equivalent to the completion of an associate's degree from an accredited college or university with major coursework in business or public administration, accounting, finance or closely related field; AND
- One (1) year of full-time journey level clerical experience providing administrative support in a public agency and performing duties as listed in the typical tasks
- One (1) year experience with CERL and pension; OR
- One (1) year experience in accounting and benefits implementation; OR
- One (1) year experience in a County Employee Retirement organization.
- Equivalent to the completion of an associate degree from an accredited college or university with major coursework in accounting, finance, business or public administration or closely related field.
- Application Review and Screening. Applications are carefully screened based on information provided. Those who submit incomplete applications that lack relevant qualifications or do not submit all required documents will not be invited to move on.
- Written Examination. Applicants will be invited to participate in a written exam that tests knowledge for the position.
- Oral Examination. Applicants are invited to a panel interview in which they will be evaluated by County subject matter experts.
- Eligible Lists. Candidates who pass the examination will be placed on an eligible list for that classification. Eligible lists are effective for six months, but may be extended up to eighteen months.
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