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Assistant Retirement Administrator

Salary: N/A

DEFINITION: Under general direction, assists the Retirement Administrator in the administration, direction, and supervision of all operations, staff, and functions related to the Santa Barbara County Employees' Retirement System in accordance with policies and regulations established by Federal and State statutes, the Board of Retirement, and the County Board of Supervisors; may act for the Retirement Administrator in his or her absence; and performs related duties as required.

DISTINGUISHING CHARACTERISTICS: This is an at-will class exempt from the Civil Service System. The incumbent serves at the pleasure of the SBCERS Retirement Board. This is a single-position class that is responsible for assisting the Retirement Administrator and for coordinating the Benefits and Operations sections of the Retirement Office. The incumbent is expected to demonstrate a high degree of initiative, independent judgment, and expertise while performing assigned administrative and supervisory responsibilities.


  1. Assists in planning, organizing, directing, and coordinating all functions of the Retirement Office; and acts as Retirement Administrator in his/her absence.
  2. Assists the Retirement Administrator in developing and interpreting policies and procedures related to the Santa Barbara County Employees' Retirement System; and provides information to County departments and other agencies on Retirement activities and policies.
  3. Assists the Retirement Administrator in representing the County on matters concerning retirement, implementing Board of Retirement Policy, and in his/her relationship to the Board of Retirement.
  4. Directs the work of section managers/staff in the maintenance of records and accounts for all active and retired members; the provision of service retirement and death benefits; and administration of the retirement disability program.
  5. Analyzes new legislation and actuarial studies to determine both the financial and administrative impacts on the Retirement System.
  6. Assists in the preparation of the Retirement Office budget and directs the preparation of related revenues and expenditures reports.
  7. Assists the Retirement Administrator in the negotiation and administration of contracts for services.
  8. Directs and participates in the selection of employees for the Retirement Office; trains, assigns, and reviews the work of management, professional, and paraprofessional staff to insure conformance with fiscal and legal requirements; evaluates staff performance; and recommends disciplinary action if necessary.


Possession of a bachelor's degree, preferably in business administration, finance, economics, accounting, human resources, or related field and:

  1. three years of professional experience directly related to budget and human resource administration and administration of retirement/pension funds or employee benefit programs; or,
  2. three years of professional experience directly related to budget and human resource administration and institutional investing; or,
  3. a combination of training, education, and experience that is equivalent to one of the employment standards listed above and that provides the required knowledge and abilities.

 One year of the experience must be in a supervisory position.

Knowledge of: principles and operations of retirement systems; laws and regulations governing retirement systems; modern management theories and practices; retirement benefits administration; disability retirement process; data processing principles and applications sufficient to coordinate the development of new applications; actuarial principles; accounting standards as related to pension systems; principles, practices, and techniques of office management; and principles and practices of supervision.

Ability to: plan, coordinate, and supervise the work of subordinate professional and office support staff; define problems and develop effective courses of action; prepare and present comprehensive statistical and administrative reports in a clear and concise manner; establish and maintain effective working relationships with departmental staff, other County staff, public officials and the general public; and analyze legislation.

Desirable Qualifications: Knowledge of the County Employees Retirement Act of 1937; and administrative experience in a California government agency retirement office.

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