Assistant Retirement Administrator
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.
EXAMPLE OF DUTIES:
- Assists in planning, organizing, directing, and coordinating
all functions of the Retirement Office; and acts as Retirement
Administrator in his/her absence.
- 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
- 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
- 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.
- Analyzes new legislation and actuarial studies to determine
both the financial and administrative impacts on the Retirement
- Assists in the preparation of the Retirement Office budget and
directs the preparation of related revenues and expenditures
- Assists the Retirement Administrator in the negotiation and
administration of contracts for services.
- 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:
- three years of professional experience
directly related to budget and human resource administration and
administration of retirement/pension funds or employee benefit
- three years of professional experience
directly related to budget and human resource administration
and institutional investing; or,
- a combination of training, education,
and experience that is equivalent to one of the employment
standards listed above and that provides the required knowledge
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.