Retirement Disability Assistant
Salary: $19.97-$24.38 hourly / $3,473-$4,240 monthly / Range:
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.
EXAMPLES OF DUTIES:
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