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Department: Retirement System
Job class: 1812-Retirement Analyst
Salary range: $94,380.00 - $114,634.00
Role type: Permanent Civil Service What does this mean?
Hours: Full-time
Exam type: Class Based Test
Rule: Rule of the List
List type: Entrance
About:
Who We Are
The San Francisco Employees’ Retirement System (SFERS) is dedicated to securing, protecting, and prudently investing the pension trust assets, administering mandated benefits programs, and providing promised benefits to the active and retired members of the City and County of San Francisco.
Established in 1889 as a fund for families and orphans of firefighters and police officers, today the San Francisco Employees’ Retirement System serves more than 78,000 active, vested, and retired employees of the City and County of San Francisco and their survivors.
What We Do
The Retirement Services Division plays a crucial role in administering retirement benefits for both active and retired employees as well as their beneficiaries. Staff provide comprehensive retirement counseling services to guide individuals through their retirement planning journey and process various benefit applications, including service and disability retirements, survivor benefits, vesting allowances, refunds, reciprocity, and the purchase of service credit. The Retirement Services Division also manages the disbursement of approximately $150 million in monthly benefit payments to around 32,100 retirees and beneficiaries, ensuring timely and accurate payments.
Specific information regarding this recruitment process is listed below:
This is a Class-Based Test conducted in accordance with CSC Rule 111A.
- Application Opening: February 26, 2025
- Application Deadline: May close at any time, but not before 5:00 PM on March 11, 2025.
- Reporting Location: 1145 Market Street, San Francisco, CA
- Work Schedule: Full time, Monday – Friday, Hybrid Telecommuting work schedule available (four days onsite and one day remote).
This job announcement will not close before March 11, 2025. Interested applicants are encouraged to apply as soon as possible.
What We’re Looking For
Under general supervision, the Retirement Analyst performs professional benefits work for the San Francisco City and County Employees' Retirement System and performs related duties as required. The Retirement Analyst computes and verifies the computation of employees' retirement and death benefits; assists in establishing procedures relative to payment of retirement benefits; and monitors and conducts the research and analysis of retirement records to determine benefits payable.
DISTINGUISHING FEATURES
This is the entrance level classification in the Retirement Analyst series. However, employees are not hired as trainees. Positions in this job code are distinguished from positions in the next higher job code of 1813 Senior Benefits Analyst in that the latter has supervisory responsibility for a staff of professional and clerical personnel in addition to performing highly technical and complex retirement benefit calculations.
SUPERVISION EXERCISED
None. Employees in this class may give instructions to benefits technicians or clerical staff in the course of performing analysis of benefits programs but they do not have full supervisory responsibility for staff.
EXAMPLES OF IMPORTANT AND ESSENTIAL DUTIES
- Calculates service credits for service, vesting and disability retirements. Computes retirement benefit payable to a retiree and determines the retirement benefit adjustments under appropriate survivor benefit plans. Verifies calculations of death benefits.
- Compiles data for revising retirement contribution rates. Assists in establishing procedures to conform with changes in legislation governing retirement and death benefit payments.
- May direct the activities of subordinate staff engaged in compiling service credit data from payroll and personnel records.
- Provides information to Retirement System members and retirees on various retirement benefit matters, including maintenance of records of beneficiaries, benefit taxation requirements, and tax withholding procedures. Initiates inquiries to ascertain status of local retirees.
- Counsels active and retired members on retirement benefits in person, in writing or over the telephone. Enrolls new employees in system membership and explains benefit entitlements and options. Interviews and counsels active members who are retiring and completes the retirement application package.
- Performs related duties as required.
How to qualify
Education:
Possession of a baccalaureate degree from an accredited college or university, preferably in economics, finance, accounting, statistics, business administration, human resources, psychology, sociology, public administration or a related field.
Experience:
One year of experience in the administration of employee benefit programs, including counseling clients, performing calculations, researching client information, and using computers to analyze and/or obtain data. Must include proficiency in the use of computers to perform word processing, prepare spreadsheets and perform data entry/retrieval.
Substitution:
Additional direct experience with an employee pension plan (preferably a defined benefit plan) may be substituted for the education on a year for year basis (two years = 60 semester units).
How to Stand Out:
Desirable Qualifications:
The stated desirable qualifications may be used to identify job finalists at the end of the selection process when candidates are referred for hiring.
- Minimum of two years verifiable experience with employee retirement or employee benefit or entitlement programs involving analysis of data for counseling and benefit calculations with a public sector retirement and/or pension plan or experience with a defined benefit plan or defined contribution plan.
- Minimum of one year verifiable experience processing and handling numerical data records.
- Minimum of one year verifiable experience working in a customer service focused environment.
- Working knowledge of Oracle PeopleSoft.
- Working knowledge of Microsoft Office, including Microsoft Excel for performing data analysis and calculations.
- Strong oral and written communication.
Verification
Applicants may be required to submit verification of qualifying education and experience at any point during the recruitment and selection process. If education verification is required, information on how to verify education requirements, including verifying foreign education credits or degree equivalency, can be found at here.
Note: Falsifying one’s education, training, or work experience or attempted deception on the application may result in disqualification for this and future job opportunities with the City and County of San Francisco.
All work experience, education, training, and other information substantiating how you meet the minimum qualifications must be included on your application by the filing deadline. Information submitted after the filing deadline will not be considered in determining whether you meet the minimum qualifications.
Resumes will not be accepted in lieu of a completed City and County of San Francisco application.
Applications completed improperly may be cause for ineligibility, disqualification, or may lead to lower scores.
SELECTION PROCEDURES
After application submission, candidates deemed qualified must successfully complete all subsequent steps to advance in this selection process, which include the following:
Approximately one week following the closing of the job announcement, candidates deemed qualified will receive an email prompting them to complete a Supplemental Questionnaire. This Supplemental Questionnaire is designed to obtain specific information regarding an applicant's experience in relation to the essential functions for this position. Applicants must also complete the official application. It is essential that applicants provide complete information in identifying their education, experience and training. The Supplemental Questionnaire will be used to determine the applicant's rank on the eligible list.
Candidates who meet the position’s minimum qualification requirements and achieve a passing score on the Supplemental Questionnaire will be invited to participate in a written examination to determine their relative knowledge, skills, and abilities in job-related areas which may include, but are not limited to: technical knowledge of employee benefit programs; ability to perform accurate benefits calculations; ability to research; computer skills; and problem solving ability.
Only those applicants meeting the minimum qualifications will be notified of the exact date, time, and place to report to the written examination. A passing score must be achieved on the written examination in order to be placed/ranked on the Eligible List.
Applicants meeting the minimum qualifications are not guaranteed to advance through all of the steps in the selection process. The department may administer additional selection procedures upon certification in order to make a final hiring decision.
Candidates’ scores on this examination may also be applied to other announcements involving other job titles, when directed by the Human Resources Director.
Upon approval of the Human Resource Director (see Civil Service Rule 111A.26.5), the eligible list resulting from this announcement may be used by other departments that also use this classification or a similar classification. To find other Departments which use this classification, please visit here.
What else should I know?
Eligible List/Score Report
A confidential eligible list of applicant names that have passed the civil service examination process will be created, and used for certification purposes only. An examination score report will be established, so applicants can view the ranks, final scores and number of eligible candidates. Applicant information, including names of applicants on the eligible list, shall not be made public unless required by law. However, an eligible list shall be made available for public inspection, upon request, once the eligible list is exhausted or expired and referrals resolved. The eligible list/score report resulting from this civil service examination process is subject to change after adoption (e.g., as a result of appeals), as directed by the Human Resources Director or the Civil Service Commission.
The duration of the eligible list resulting from this examination process will be six months, and may be extended with the approval of the Human Resources Director.
Certification
The certification rule for the eligible list resulting from this examination will be Rule of The List. Additional selection processes may be conducted by the hiring department prior to making final hiring decisions.
Terms of Announcement and Appeal Rights
Applicants must be guided solely by the provisions of this announcement, including requirements, time periods and other particulars, except when superseded by federal, state or local laws, rules or regulations. Clerical errors may be corrected by the posting the correction on the Department of Human Resources website at careers.sf.gov.
The terms of this announcement may be appealed under Civil Service Rule 111A.35.1. The standard for the review of such appeals is “abuse of discretion” or “no rational basis” for establishing the position description, the minimum qualifications and/or the certification rule. Appeals must include a written statement of the item(s) being contested and the specific reason(s) why the cited item(s) constitute(s) abuse of discretion by the Human Resources Director. Appeals must be submitted directly to the Executive Officer of the Civil Service Commission within five business days of the announcement issuance date.
Additional Information Regarding Employment with the City and County of San Francisco:
Applications for City and County of San Francisco jobs are only accepted through an online process.
- Select the “Apply Now” button and follow instructions on the screen.
Applicants may be contacted by email about this recruitment and, therefore, it is their responsibility to ensure that their registered email address is accurate and kept up-to-date. Also, applicants must ensure that email from CCSF is not blocked on their computer by a spam filter. To prevent blocking, applicants should set up their email to accept CCSF mail from the following addresses (@sfgov.org, @sfdpw.org, @sfport.com, @flysfo.com, @sfwater.org, @sfdph.org, @asianart.org, @sfmta.com, @sfpl.org, @dcyf.org, @first5sf.org, @famsf.org, @ccsf.edu, @smartalerts.info, and @smartrecruiters.com).
Applicants will receive a confirmation email that their online application has been received in response to every announcement for which they file. Applicants should retain this confirmation email for their records. Failure to receive this email means that the online application was not submitted or received.
If you have any questions regarding this recruitment or application process, please contact the exam analyst, James Galileo, at James.Galileo@sfgov.org.
All your information will be kept confidential according to EEO guidelines.
The City and County of San Francisco encourages women, minorities and persons with disabilities to apply. Applicants will be considered regardless of their sex, race, age, religion, color, national origin, ancestry, physical disability, mental disability, medical condition (associated with cancer, a history of cancer, or genetic characteristics), HIV/AIDS status, genetic information, marital status, sexual orientation, gender, gender identity, gender expression, military and veteran status, or other protected category under the law.