Retirement Specialist I

RETIREMENT SPECIALIST I

The Tulare County Employees Retirement Association (TCERA) is seeking qualified candidates for the position of Retirement Specialist I. The Retirement Specialist I is the entry level of the series, with advancement opportunities based on performance. A Retirement Specialist provides guidance and support in navigating complex retirement systems, ensuring individuals understand their benefits, rights, and options. There are three defined areas of responsibility: Counseling Relations , the role involves working directly with members to explain retirement plans, eligibility, and financial implications; Disability Determinations , the specialist evaluates medical and employment information to determine eligibility for disability benefits; and Retiree Payroll, responsibilities include processing retirement payments accurately and maintaining records to ensure timely and correct disbursements. This position requires analytical skills, attention to detail, and the ability to communicate complex information clearly and compassionately. It is well-suited for individuals who value helping others, problem-solving, and contributing to the efficient delivery of public services. If promoted within the series each level will offer more complex and challenging responsibilities. The position offers the selected individual the opportunity to have an impactful role serving members and retirees throughout important stages of their lives. To learn more about this opportunity and all requirements for the position please click here . Minimum qualifications are used as a guide for establishing the education, training, experience, special skills and/or license which are required and equivalent to the following.

Education:

Equivalent to a bachelor's degree from an accredited college of university in public of business administration, accounting or a closely related field.

Education Equivalency:

Additional years of related experience may be substituted for the educational requirement on a year for year basis.

Experience:

One (1) year of experience performing payroll processing or retirement related field and proficiency with personal computer operations and software programs.

Knowledge of:

Principles and practices of payroll accounting. Bookkeeping practices and procedures. Automated pension payroll and active member record keeping systems. Theory, capabilities, limitations, and operations of office automation and related equipment and systems. The County Employees Retirement Law of 1937 (The 1937 Act).

Skill/Ability to:

Read, understand and interpret laws, regulations, personnel policies, memoranda of understanding and changes to the County Employees Retirement Law of 1937 that affect the pension payroll system. Identify a need for developing and implementing new forms or procedures. Organize work and set priorities on an ongoing basis. Meet deadlines under demanding conditions with changing priorities.

DESIRABLE EMPLOYMENT STANDARDS

Knowledge of:

The California Public Employees' Pension reform Act (PEPRA).

Conditions of Employment:

Candidates selected may be required to pass a pre-employment drug and alcohol screening. Additionally, a background investigation may also be conducted, which may include a re-investigation every 10 years for some positions. An Employment Eligibility Verification using E-Verify may be required on the first day of employment for some positions. Some job classes may also require a physical exam.

College Cost Reduction Access Act :

This may be a qualifying position for student loan forgiveness through the College Cost Reduction and Access Act (CCRAA). Only student loan payments made after October 1, 2007 and in a qualified repayment plan are eligible. For more information you are encouraged to speak with your student loan service or visit: https://studentaid.gov/manage-loans/forgiveness-cancellation/public-service

EQUAL EMPLOYMENT OPPORTUNITY

EMPLOYER