Retirement Services Supervisor - Sacramento County (CA) : Job Details

Salary : $81,661.68 - $99,263.52 Annually Location : Sacramento, CA Job Type: Permanent Full-Time Job Number: 29032-C Department: Retirement Opening Date: 09/27/2024 Closing Date: 12/20/2024 5:00 PM Pacific The PositionThis is a continuous filing exam. Next filing cut-offs are at 5:00 pm on: 10/11/2024, 10/25/2024, 11/22/2024, 12/20/2024 (Final) Under direction, the Retirement Services Supervisor supervises, assigns, reviews and participates in the activities of subordinate member services personnel located within the Sacramento County Employees Retirement System (SCERS) to assist in carrying out administrative procedures in accordance with the County Employees Retirement Law of 1937 and other Retirement Board and state policies; ensures work quality and adherence to established policies and procedures; and performs the more technical and complex tasks relative to the assigned area of responsibility. Examples of Knowledge and AbilitiesKnowledge Of:

• Principles and practices of supervision, discipline, leadership, mentoring and training.
• Team dynamics and team building.
• Benefits calculation methods within qualified retirement plans.
• Federal, state, and local retirement codes/laws affecting pension benefits.
• The purpose and organization of the SCERS Retirement Services Division.
• County Employee Retirement Law of 1937.
• Office procedures, methods and equipment including computers and applicable software applications such as word processing, spreadsheets, databases, and other specialized applications related to area of assignment.
• English usage, spelling, grammar, and punctuation.
• Payroll processes as they affect pension contributions.

Ability To:

• Select, supervise, train, and evaluate staff.
• Plan, coordinate, assign, and review the work of subordinate staff.
• Investigate and resolve disciplinary issues.
• Work independently, prioritize work, coordinate activities and meet critical deadlines.
• Develop and maintain cooperative and effective working relationships with others.
• Communicate clearly and concisely, both verbally and in writing, with subordinates, peers, members, and the public.
• Interpret and apply applicable federal, state and local laws, codes, and regulations.
• Apply customer service skills, including the identification of customer needs and follow up to ensure customer commitments have been met.
• Collect and compile a variety of data and information.
• Develop procedures for documenting the components of retirement service administration.
• Learn and apply County personnel procedures and rules.
• Learn, apply and ensure adherence to departmental policies and procedures.
• Make presentations before large and small groups.

Employment QualificationsMinimum Qualifications Two years of full-time paid experience leading or supervising a group of employees responsible for performing administrative duties in a pension, retirement, financial services, benefits administration, or accounting field. Note: If the word experience is referenced in the minimum qualifications, it means full-time paid experience unless the minimum qualification states that volunteer experience is acceptable. Part-time paid experience may be accumulated and pro-rated to meet the total experience requirements. General Qualifications Criminal History and Background Checks: The County may access criminal history information on candidates who have accepted a conditional offer of appointment for this class consistent with the provisions of Board of Supervisors Resolution No. 82-602, Personnel Policies, and applicable federal and state laws. The County shall not consider for employment any candidate who has been convicted of a felony or misdemeanor that relates to impacts the candidate's ability to perform the job duties of this class unless it is determined that mitigating circumstances exist. For purposes of accessing criminal history information, the candidate will be fingerprinted. A subsequent arrest notification may be obtained. The County may also conduct a background check on the candidate prior to appointment to a position within this class. The background check may include personal and professional reference checks, credit history checks, Social Security Number verification, professional license/registration verification, military service information and driving history. Information obtained in the course of this background check will be considered by the appointing authority in the selection process. In obtaining such information, the County will comply with applicable consent and disclosure practices in the Fair Credit Reporting Act and the California Investigative Consumer Reporting Agencies Act. License Requirements: A valid California Driver License, Class C or higher, may be required at the time of appointment. Failure to obtain or maintain the appropriate California Driver License may constitute cause for personnel action in accordance with Civil Service Rules or applicable bargaining agreement. Individuals who do not meet this requirement due to disability will be reviewed on a case-by-case basis. Probationary Period The probationary period for this classification is Six (6) months. Application and Testing InformationAPPLICATIONQualified applicants are encouraged to apply immediately. All applicants must complete and submit an online County of Sacramento employment application by 5:00 PM on the posted cut-off date. Click to apply. County of Sacramento Department of Personnel Services Employment Services Division 700 H Street, Room 4667 Sacramento, CA 95814 Phone (916) ###-####; 7-1-1 California Relay ServiceEmail Inter-Office Mail Code: 09-4667

• Employment applications and all documentation requested in this announcement must be submitted by 5:00 p.m. on the cut-off date.
• Employment Services is not responsible for any issues or delays caused by an applicant's computer or web browser. Applicants will be automatically logged out if they have not submitted their applications and all documentation prior to 5:00 p.m. on the cut-off date.
• Your application should highlight all relevant education, training, and experience, and clearly indicate how you meet the minimum qualifications for the position as of the cut-off date.
• Application information must be current, concise and related to the requirements in this job announcement. You may only apply for this recruitment once. Duplicate and incomplete applications will be disqualified.
• A resume may be included with your application, however it will not substitute for the information requested on the application.

SUPPLEMENTAL QUESTIONNAIREApplicants are required to provide a full and complete response to each supplemental question. The Supplemental Questionnaire is located in the tab marked Supplemental Questions . Please be descriptive in your response. Note: Responses of See Resume or See Application , or copy and paste of work experience are not qualifying responses and will not be considered.

• Supplemental Questionnaires must be submitted by 5:00 p.m. on the cut-off date. Employment Services is not responsible for any issues or delays caused by an applicant's computer or web browser. Applicants will be automatically logged out if they have not submitted their applications and all documentation prior to 5:00 p.m. on the cut-off date.
• The supplemental questions are designed to elicit specific information regarding a candidate's experience, education, and training. Responses should be consistent with the information on your application and are subject to verification.
• Please provide place of employment, pertinent dates, and concise, descriptive and detailed information for each question.
• If a job included responsibilities applicable to several questions, separate the different functions of the job to answer all the questions completely.
• Resumes or referral to the application or other questionnaire responses will not be accepted in lieu of completing each question.
• If you have no experience, write no experience for the appropriate question.
• For many individuals, it is more efficient to develop responses to the supplemental questions in a word processing document and then paste them into the final document to be submitted. Changes or corrections to your Supplemental Questionnaire cannot be made once your application packet has been submitted.
• If the Supplemental Questionnaire is used in the Formula Rate exam, failure to complete all of the questions or incomplete responses will result in a lower score. While scoring the Supplemental Questionnaire, the candidate's application and/or attachments will not be reviewed, therefore, a candidate's responses to the questions should be accurate, thorough, detailed, and complete.

FORMULA RATE EXAMINATION (Weighted 100%)All candidates meeting the minimum qualifications by the cut-off date will have their Supplemental Questionnaire scored in the Formula Rate Examination. This examination will evaluate the relevance, level, recency, progression and quality of candidate's education, training and experience. The candidate's application or other materials will not be included in this examination. Therefore, the candidate's responses to the supplemental questionnaire should be thorough, detailed and complete. The score from the Formula Rate Examination will determine the ranking on the eligible/employment list for this job. All candidates competing in the testing process will receive written notice of their examination results by email. Notices can also be accessed in their governmentjobs.com inbox. Applicants achieving a passing score will be placed on the eligible list in rank order. The rank is determined by the test score attained from the examination. FREQUENTLY ASKED QUESTIONSClick for Frequently Asked Questions (FAQ's) For information regarding County jobs: Sacramento County is about enriching communities to thrive. We strive to create inclusive workplaces that reflect the communities we serve. We value and celebrate the unique perspectives, backgrounds, abilities, and diverse dimensions of our employees and residents. Through transparency, courage, innovation, and trust we are committed to advance equity and transformational change. We are a proud equal opportunity employer. If you need assistance or an accommodation due to a disability for any phase of the hiring process, please contact our Disability Compliance Office at or 916-###-####, CA Relay 711. EMPLOYEE BENEFITS As an employee of the County of Sacramento, there will be a variety of benefits available to you. These benefits currently include: health, dental and life insurance; flexible spending account options for dependent care and unreimbursed dental and/or medical cost; and an employee assistance program (EAP). GENERAL BENEFITS: Most employee benefits are similar to the following for all County employees. However, some benefits differ, depending on the employee representation unit to which the employee's job classification is assigned. Information about the exact benefits applicable to a particular job classification may be obtained from the Sacramento County Department of Benefits or by visiting www.saccountyjobs.net. TEMPORARY POSITIONS: Most benefits do not apply to temporary positions. The explanations of benefits applies to employees in regular positions. SALARY STEP INCREASES: The beginning salary and the top of the salary range are usually shown on the job announcement. Upon satisfactory service, salary increases of approximately 5% are given annually until the top of the salary range has been attained. PAY: All employees are paid bi-weekly via direct deposit into the employee's bank account. The pay period covers fourteen (14) calendar days, starting on a Sunday and ending on the second Saturday thereafter. Salaries are generally paid on the Friday following the end of the pay period. Employees can set up their direct deposit and access their pay information via Employee Self Service in MySacCounty. VACATION: Generally, vacation with pay begins at 10 days annually. With increase over a period of years, the maximum annual vacation with pay is 25 days. HOLIDAYS: 14.5 holidays per year as recognized. SICK LEAVE: Equivalent to 15 days annually, unlimited accumulation. Upon retirement, unused sick leave is converted to retirement service credit. PARENTAL LEAVE: Entitles a regular County employee, with at least one year of continuous employment, to schedule a paid parental leave of up to 160 hours upon the birth or during the process of an adoption of a minor child. Parental leave shall be approved by the employee's appointing authority, except where the granting of the parental leave request would unduly interfere with or cause severe hardship upon department operations. TUITION REIMBURSEMENT: Dependent upon union agreements, regular County employees may be eligible to receive Tuition Reimbursement. The costs for course tuition/registration fees and required books/supplies are eligible for reimbursement. Tuition reimbursement amounts may vary depending upon union agreement. RETIREMENT: Social Security and Sacramento County Employees' Retirement System coverage. HEALTH INSURANCE: The County offers a variety of health plan design options to fit individual needs. DENTAL INSURANCE: The County provides a comprehensive dental benefit program for regular full-time and part-time employees and their eligible dependents. This plan pays on a set fee schedule that varies by procedure. Any amount over the fee schedule is the employee's responsibility. The yearly maximum is $2,000 per person, not including orthodontia. The orthodontic benefit is 50% of covered charges with a lifetime maximum of $1,000 per person. LIFE INSURANCE: The County of Sacramento provides a basic life insurance benefit of $15,000 to all eligible employees at no cost. Additional coverage may be purchased through payroll deduction. DEFERRED COMPENSATION: The County offers a Deferred Compensation Program which enables employees to save in a systematic way without paying income tax on either the payroll deduction or the earned interest, prior to withdrawal. EMPLOYEE ASSISTANCE PROGRAM: The County of Sacramento provides an Employee Assistance Program (EAP) for employees and their eligible dependents. The EAP offers confidential, professional counseling services in areas such as:

• Legal Advice/Difficult Decisions
• Marriage or Family Relationships
• Financial or Credit Worries/Elder Care
• Alcohol and Drug Abuse

WELLNESS INCENTIVE PROGRAM: The County will recognize and award time off to eligible employees who maintain an excellent attendance record. FLEXIBLE SPENDING ACCOUNT: The County offers regular employees two separate Flexible Spending Accounts (FSA's). These accounts allow employees to set money aside, on a pre-tax basis via payroll deduction, to pay for medical, dental or dependent care expenses.

• DEPENDENT CARE REIMBURSEMENT ACCOUNT: Employees may set aside pre-tax dollars to pay for qualified childcare or dependent care expenses that are necessary for the employee and/or spouse to continue working.
• MEDICAL REIMBURSEMENT ACCOUNT: The Medical Reimbursement Account allows pre-tax dollars to be set aside to pay for out-of-pocket expenses that are not paid by insurance or reimbursed by any other benefit plan.

WORKERS' COMPENSATION: In case of injury while on the job, each employee is protected under the Workers' Compensation laws of California. SACRAMENTO CREDIT UNION: The credit union offers loan facilities and systematic saving plans through payroll deduction. SELECTION AND PLACEMENT Sacramento County encourages applications from all persons regardless of race, color, ancestry, religious creed, national origin, gender, disability, political affiliation, or age. Certain age limits may be required by law, ordinance, or Civil Service direction for specific classifications such as those identified with hazardous occupations. MINIMUM QUALIFICATIONS: Please read carefully the Minimum Qualifications section of your announcement. You must meet those qualifications by the application deadline date unless otherwise specified. Your application must clearly show you meet the minimum qualifications by the application deadline date, or it will not be accepted. All statements are subject to verification. Experience means full-time paid experience unless the announcement states that volunteer experience is acceptable. Part-time paid experience may be accumulated and pro-rated to meet the total experience requirements. PROMOTIONAL EXAMINATIONS: If the announcement indicates the examination is given on a promotional basis, candidates must hold permanent status in Sacramento County Civil Service by the application deadline date and must meet the minimum qualifications. OPEN EXAMINATIONS: Any person who meets the minimum qualifications may apply. CONTINUOUS FILING EXAMINATIONS: Applicants are eligible to reapply to and retake a continuous filing exam after 6 months from the date the previous exam results was received. ELIGIBLE LISTS: Names of qualified persons who made a passing score on an examination are entered, in order of their final grades, on an eligible list. To fill each vacancy, the hiring department will make a selection from among the top three ranks on the employment lists. EXAMINATION RATINGS: Unless otherwise stated on the announcement: To be successful, candidates must obtain a rating of at least 70% on each part of the examination. This may be an adjusted score or an arithmetic 70% of the total possible score as determined by the Director. APPEAL PROCESS: Persons who believe their applications have been improperly rejected may request the Employment Services Division to review its decision to reject the application. If the applicant desires to submit additional proof of qualifications, such proof must be received by Personnel Services not less than two (2) calendar days prior to the scheduled date for the examination. Persons who are disqualified in any phase of the examination may appeal such adverse action, in writing, to the Civil Service Commission, 700 H Street, Room 2640, Sacramento, CA 95814, telephone: (916) ###-####. Such appeals must be filed within thirty (30) calendar days after notice of the adverse action was mailed to the candidate. FOR MORE INFORMATION PLEASE VISIT OUR FREQUENTLY ASKED QUESTIONS (FAQs):OTHER INFORMATIONVETERAN'S PREFERENCE: Military veterans who have served during wartime shall be given preference in initial appointment to County service. Such preference shall apply, provided the veteran has first achieved a minimum passing score in the examination. The passing score of a veteran shall be annotated to indicate the veteran's score shall be regarded as 5 points or higher, OR 10 points higher for disabled veterans, only for the purpose of determining the three ranks along with which the veteran's name shall be certified. No score shall actually be changed and no new rank shall be created as a result of application of veteran's preference for certification purposes. Disabled Veteran means any veteran who has served during wartime and, who, as of the final filing date for an examination is declared by the United States Veterans Administration or military service department to be 10% or more disabled as a result of his/her military service. Persons claiming eligibility for disabled veteran's preference must submit to the employment office, on or before the application deadline date, a certification from the United States Veterans Administration or a military service department, dated within 1 year, which certifies the present existence of a service related disability of 10% or more, or other acceptable proof of such disability as a result of his/her military service. Persons claiming eligibility for veterans preference must submit a copy of Form DD 214 or other acceptable proof of veteran's status on or before the final filing date for the examination. For purpose of this rule reserve status does not constitute active duty. CITIZENSHIP OR AUTHORIZED ALIEN REQUIREMENT: As required by the Immigration Reform and Control Act, all County employees must be United States citizens or aliens lawfully authorized to work in the United States. Proof of citizenship or authorized status will be required prior to appointment. CONFLICT OF INTEREST CODE: Some County Civil Service positions are covered by financial disclosure requirements intended to identify potential conflicts of interest. CONCURRENT EMPLOYMENT: No employee may concurrently occupy more than one County position. SPECIAL SKILL QUALIFICATIONS (WHEN SPECIFIED ON THE APPLICATION): Persons who have special skills required by some (but not all) positions in a class may be certified ahead of others provided that: Such special skills are based on the duties and requirements of the positions and are in conformance with merit system and equal opportunity principles, and The certification of eligibles who possess special skills have been approved by the Civil Service Commission. PRE-EMPLOYMENT MEDICAL EXAMINATION & DRUG TESTING: The County of Sacramento is committed to maintaining a drug and alcohol free workplace. All persons selected for appointment to positions must pass a medical examination and a drug test, administered by the County at no cost to the applicant. DRIVER LICENSE: Possession of a valid California Driver License may be required for some positions. PROBATIONARY PERIOD: Regular positions are subject to a probationary period which is an extension of the selection process. Unless otherwise indicated on the announcement, the probationary period is six (6) months. AGENCY SHOP/FAIR SHARE FEE: Some positions require, as a condition of continued employment, that the person either: 1. Become a union member; 2. Pay a fair share fee to the union; or, 3. Meet specific requirements under which an equivalent amount must be paid to a charity. FINGERPRINTING AND CRIMINAL RECORD CHECKS: Fingerprinting and criminal record checks are required for some positions. 01 The following Supplemental Questionnaire is the Civil Service Exam for this position and will be used to determine your exam score. Note: The Supplemental Questionnaire and the Application are administered as two separate documents. The Application is used only to determine if the minimum qualifications are met; and the Supplemental Questionnaire will be used only to determine your exam score. In order to receive every consideration in the selection process, you must complete all questions with concise but detailed answers and provide all requested information. Each answer will be scored separately. References such as 'See Resume' as a response will not be scored. By continuing in the exam process, you are certifying that all information provided in the Supplemental Questionnaire is true to the best of your knowledge.

• I have read and understood the above instructions.

02 Select the one box that best describes your educational background from an accredited college or university.

• None.
• 30 or more semester units or quarter unit equivalent.
• Associate's Degree or 60 or more semester units or quarter unit equivalent.
• Bachelor's Degree or higher.

03 Select the one box that best describes your years of experience performing administrative duties in a pension, retirement, financial services, benefits administration, or accounting field.

• None or less than two (2) years.
• Two (2) but less than three (3) years.
• Three (3) but less than five (5) years.
• Five (5) or more years.

04 Select the one box that best describes how often you work as a lead or supervisor over individuals performing administrative duties in a pension, retirement, financial services, benefits administration, or accounting field.

• Never.
• Occasionally work as a lead or supervise staff performing administrative duties in a pension, retirement, financial services, benefits administration, or accounting field.
• Regularly work as a lead over individuals performing administrative duties in a pension, retirement, financial services, benefits administration, or accounting field.
• Regularly supervise a team of individuals performing administrative duties in a pension, retirement, financial services, benefits administration, or accounting field.

05 Select all the boxes that best describe the lead or supervisory tasks you perform on a regular basis.

• None.
• Planning, prioritizing, assigning, supervising, reviewing and participating in the work of staff performing administrative duties in a pension, retirement, financial services, benefits administration, or accounting field.
• Coordinating and reviewing the work plan for assigned functions, services, and activities.
• Reviewing and evaluating work products, methods and procedures.
• Meeting with staff to identify and resolve problems.
• Ensuring work is performed accurately and that timelines are met.
• Ensuring compliance with established policies, procedures, and related regulations.
• Providing ongoing, routine mentoring and coaching for staff development.
• Making hiring recommendations.
• Administering progressive discipline.

06 Select the one box that best describes your highest level of experience developing, providing, and monitoring staff training.

• None
• Training employees and/or available as a resource to answer routine questions of the work associated with a position.
• Providing training and/or responsible for monitoring the employee's development as it relates to training.
• Developing and training staff on work policies and procedures including training plan preparation, preparing training methods and materials, and/or giving oral presentations to staff or a group of individuals as part of the regular job duties.

07 Select all the boxes that best describe the tasks you have paid experience performing on a regular basis.

• None
• Identifying opportunities for improving service delivery methods and procedures.
• Implementing improvements.
• Assisting in the development and implementation of benefit and payroll systems and processes.
• Participating in identifying and solving departmental procedural problems, composing correspondence and providing verbal explanations of retirement benefits and options to members, retirees, employees and/or the public as required.

08 Select the one box that best describes your experience and level of responsibility working with enterprise resource planning system(s) and/or pension administration systems (SAP, PeopleSoft, Oracle, etc.) and processes that affect retirement services.

• None.
• Processing new employees, employee terminations, leaves of absence, and other personnel actions, using appropriate forms and computer applications.
• Reviewing, verifying, and processing personnel and payroll transactions in the enterprise resource planning system and/or pension administration system; running reports to check for accuracy, completeness, affected dates and compliance with ordinances, rules, union agreements and established procedures.
• Reviewing master data and payroll history in an enterprise resource planning system and/or pension administration system to provide retirement services that are timely; extracting information so that reports can be created to analyze, utilize and maintain personnel records system information; meeting deadlines to ensure that payment is correct, to process vendor payments, and for corrective actions when there are changes to an employee's status.

09 Select all the boxes that best describe the software programs you are proficient in and use on a regular basis in the administration of your job. You may be required to demonstrate your proficiency during the interview process.

• None.
• Microsoft Outlook or equivalent.
• Microsoft Word or equivalent.
• Microsoft Excel or equivalent.
• Microsoft Power Point or equivalent.
• Adobe Acrobat Professional.
• Other software.

10 Select the one box that best describes your experience reviewing, researching, and interpreting policies and procedures and/or laws.

• None
• Locating applicable information as needed for the job.
• Reviewing queries and reports on a regular basis to explain processes to affected parties (i.e., employees, members, retirees, etc.).
• Researching using queries and reports as well as interpreting laws, rules, and policies and procedures on a regular basis to ensure compliance and to effectively explain processes to affected parties (employees, member, retirees, etc.); updating and enforcing policies and procedures.

11 Describe your experience that qualifies you for the position of Retirement Services Supervisor and where you gained that experience. Please be sure to include the following:

• If applicable, list your degree(s) earned, the name of the college or university, and the conferral date(s) along with any relevant professional designations, certifications, licenses, and/or accreditations held and/or any professional training taken, relevant to the position.
• Your lead and/or supervisory experience over individuals, including the number of individuals supervised and their job titles.
• Specific duties and responsibilities to support and further clarify the experience selected in response to all prior supplemental questions.

If you have no experience, write none. 12 The County of Sacramento is committed to maintaining a drug and alcohol free workplace. All persons selected for appointment must pass a drug test administered by the County and at no cost to the applicant. I understand, if of