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Retirement Disability Assistant

Salary: $19.97-$24.38 hourly / $3,473-$4,240 monthly / Range: 5336

DEFINITION: Under general supervision, provides staff support for the investigation and administration of service- and non-service-related disability retirement applications and cases in accordance with the County Employees Retirement Act of 1937; and performs related duties as required.

DISTINGUISHING CHARACTERISTICS: This paraprofessional class reports to the Retirement Disability Program Manager and is responsible for performing a variety of moderately difficult technical and complex clerical activities that assist case management activities performed by professional disability retirement staff.


1. Responds to telephone and written inquiries from applicant members, their counsel, and County departmental management about the disability retirement application and hearing process; and drafts standard written correspondence to and maintains communications with involved parties regarding the progress and status of individual disability retirement applications and cases.
2. Reviews disability retirement applications for completeness; issues requests or subpoenas for related records; follows up to ensure receipt of requested information; and provides document courier service to and from SBCERS, Retirement Board counsel, Risk Management, Human Resources, and related offices.
3. Researches, gathers, and compiles background investigation information for retirement disability cases, including personnel, workers' compensation, and medical history information; reviews, organizes, and prepares written applicant medical file summaries; makes copies of original case documents and assembles chronological working files; drafts certification of documents for court administrative records and hearing evidence exchange; and organizes and assembles documents for multiple copies of evidence exchanges and court administrative records.
4. Schedules witnesses for hearings and independent medical examinations for applicant members; prepares and maintains related agendas and calendars; orders office supplies, processes invoices, maintains automated expenditure spreadsheets; and researches and resolves vendor payment inquiries.


1. Three years of advanced journey-level clerical experience that included basic data collection and compilation, as well as the preparation of written correspondence and routine reports; or,
2. three years of experience equivalent to the class of Office Assistant, Senior with the County of Santa Barbara that included basic data collection and compilation, as well as the preparation of written correspondence and routine reports; 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.

Knowledge of: written report and correspondence practices and formats; business math; use of standard automation software; and English grammar, usage, and spelling.

Ability to: read, interpret, and apply rules, regulations, policies and procedures; learn common medical and legal terminology; read, extract, and summarize information; collect, organize, and evaluate data, draw conclusions, and make recommendations; create computer spreadsheets and reports; prepare written reports and correspondence; follow oral and written instructions; maintain journals and ledgers; make basic arithmetical calculations; file information alphabetically, numerically, and chronologically; operate a personal computer; work effectively under deadlines; exercise tact and diplomacy; and maintain confidentiality of applicant data.

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