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Benefits Analyst

Orange County Employees Retirement System

in Santa Ana CA

The ideal team member will ensure that OCERS follows a comprehensive system of operational internal controls to minimize risks and sustain overall system compliance.  

 THE OPPORTUNITY 

OCERS is seeking two (2) Member Services Benefits Analysts to support the Member Services division. This position will report directly to the Member Services Manager and is expected to uphold the highest standards of accountability, integrity, professionalism, superior service, and system efficiency. The Member Services Benefits Analyst will review the department's work, processes, and member feedback to determine if team training, process improvements, or documentation updates are needed to ensure customer service goals and audit objectives are met in a timely manner.

Under general supervision, the Member Services Benefits Analyst will supervise team members performing financial transactions, Customer Service processes, and information systems or Transactional Quality Assurance reviews. The ideal team member will perform work to ensure that OCERS follows a comprehensive system of operational internal controls to minimize risks and sustain overall system compliance.

Essential Duties and Responsibilities:

This position will provide supervision and leadership to Member Services teams that are responsible for transaction processing or quality assurance reporting.

• Provide supervision and leadership to Member Services teams that are responsible for transaction processing or quality assurance reporting.
• Perform Quality Assurance reviews and ensures OCERS' policies and procedures are adhered to.
• Conduct Quality Assurance reviews, as needed, of OCERS' systems upgrades/patches and determine if changes are needed.
• Develop, analyze, and summarize complex information/reports, both verbally and in writing, including detailed analysis related to benefit calculations, retiree payroll, service credit purchases, and other transactions as needed.
• Perform regression testing of various retiree payroll processes as new builds are released for OCERS' Pension Administration System, V3.
• Verify and analyze transactions, documents, records, methods of reporting, receipts, disbursements for errors, irregularities, and inconsistencies.
• Review records to determine compliance with stated goals and objectives.
• Report on work flows and quality findings to management and provide timely feedback to team members.
• Prepare and present written Quality Assurance reports with recommendations on Quality Assurance findings and follows up on the status of findings and recommendations.
• Prepares Quality Assurance work papers, correspondence, and final reports.
• Recommend correction of unsatisfactory conditions, improvements in operations, and reductions in costs.
• Maintain positive/constructive written and oral communications with OCERS personnel.
• Work independently with minimal supervision.
• Perform other specialized duties related to Member Services operations as needed.

Minimum Qualifications
Minimum qualifications that are required for entry into this classification.

Education and/or Experience:
Bachelor’s Degree from an accredited college or university in Accounting, Business, Public Administration, Economics or a closely related field which may include elementary, intermediate and advanced accounting, auditing, or other business-related courses.

AND

Three (3) years of professional-level defined benefit plan administration, accounting, or internal auditing experience with demonstrated knowledge and abilities.

OR

Seven (7) years of professional-level defined benefit plan administration, accounting, or internal auditing experience with demonstrated knowledge and abilities.

Special Notes, Licenses or Requirements:

• A valid California Class C driver’s license or the ability to arrange necessary and timely transportation for field travel; may be required to use personal vehicle.
• A complete background investigation is required; a felony or misdemeanor conviction may be a disqualifying factor from employment.

Highly Desirable Qualities:

• Pension Administration background related to Defined Benefit Plans in a California County environment
• Credential from the American Society of Pension Professionals & Actuaries (ASPPA)
• Accredited Pension Administrator (APA) or Accredited Pension Representative (APR) designation from the National Institute of Pension Administration (NIPA)
• Experience with the 1937 Act 
• Prior Retirement Plan Auditing Background 

How to Apply

Only on-line applications with the completed supplemental questions will be accepted. For additional information and to apply, please visithttps://www.ocers.org/.

OCERS, as an Equal Employment Opportunity employer, encourages applicants from diverse backgrounds to apply.  

Apply Now

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