Deferred Compensation Technician

Introduction

THIS IS A NEW ASSEMBLED EXAMINATION. The eligible list resulting from this examination will cancel any existing list and may last approximately one year but can be extended.

Supplemental Questionnaire: A properly completed Supplemental Questionnaire must be submitted with each application. Failure to submit the Application or Supplemental Questionnaire will result in disqualification.

Applications and supplemental questionnaires must be in the possession of the Human Resource Services Department by 5:00:00 p.m. on the Last Day for Filing.

APPLICATIONS AND SUPPLEMENTAL QUESTIONNAIRE FOR THIS RECRUITMENT WILL ONLY BE ACCEPTED ONLINE.

DESCRIPTION

THE AGENCY

Treasurer-Tax Collector Department's mission is to provide County departments and all other depositing agencies with secured and convenient countywide central banking facility and countywide central banking facility and countywide treasurer administration services, including the investment of monies on deposit with Treasurer in the Treasurer's Investment Pool, provide real estate and personal property tax billing and collecting services, provide business licensing services in the unincorporated areas of the County, and provide in-house administration of the County's deferred compensation plan programs for eligible employees

THE POSITION

Under general supervision, to provide para-professional specialized plan administration and participant service support duties to the County’s Deferred Compensation Plan participants; provide back up for the Deferred Compensation Specialist; respond to Deferred Compensation administration inquiries from the Deferred Compensation Program Manager, Deferred Compensation Specialist, plan participants and plan retirees; assist participants with the accurate completion of various forms required by the plan; process Deferred Compensation payroll modifications and catch-up calculations; monitor the Third-Party Administrator(TPA) website for reports requiring action and perform the necessary tasks to update the information where appropriate; perform other related duties as required.

This single position classification is located only in the Treasurer-Tax Collector’s Office. The incumbent in this class is responsible for providing overall para-professional support within the Deferred Compensation Plan, including ensuring the completeness of all necessary enrollment documentation. The incumbent also assists with the day-to-day inquiries about the program.

This class is distinguished from the Deferred Compensation Specialist in that the responsibilities of the latter class involves independent decision-making, development, or oversight of a program or function, the more limited availability or nature of supervision received and a greater scope and complexity of activities, regulations, and guidelines.

For more detailed information about the job classification, visit: Deferred Compensation Technician (#1541)

VACANCY

The immediate vacancy is within the Deferred Compensation Unit of the Treasurer-Tax Collector’s Office . This unit supports the Alameda County Deferred Compensation Plan and its 10,000+ participants. Responsibilities include assisting with program implementation, scheduling and coordinating "roadshows," providing comprehensive customer service, and maintaining and monitoring various Excel spreadsheets to support operations.

MINIMUM QUALIFICATIONS

EITHER I

Education : An Associate Degree from an accredited college (Additional years of experience may be substituted for the required years of education on a year for year basis).

AND

Experience : The equivalent of two (2) years of full-time experience as a Specialist Clerk II or in an equivalent or higher-level classification with at least one (1) year performing retirement benefits administration duties that includes statistical or fiscal work in the Alameda County classified service.

OR II

Education : An Associate Degree from an accredited college (Additional years of experience may be substituted for the required years of education on a year for year basis).

Experience : The equivalent of three (3) years of full-time experience performing retirement benefits administration duties that included statistical or fiscal work.

NOTE :The Civil Service Commission may modify the Minimum Qualifications in the announcement of an examination.

KNOWLEDGE AND SKILLS

The most suitably qualified candidates will possess the following competencies:

Knowledge of :

• Basic personnel and payroll transactions.
• Effective customer service techniques.
• Information gathering and research methods.
• Document Imaging.
• State and federal laws and regulations governing the defined contribution plans.
• Spreadsheet, computer applications, and data entry skills.
• Correct usage of English, including punctuation, spelling and grammar.

Ability to :

• Ability to meet multiple deadlines.
• Handle multiple tasks and prioritize work on a daily basis.
• Listen attentively to discern participants’ and employees’ needs.
• Make accurate mathematical computations.
• Communicate effectively orally and in writing.
• Independently analyze and solve operational problems.

EXAMINATION COMPONENTS

THE EXAMINATION WILL CONSIST OF THE FOLLOWING STEPS:
A review of applicants' application to verify possession of minimum requirements. Those candidates who possess the minimum requirements for the class will move on to the next step in the examination process. A review of the supplemental questionnaire to determine the best qualified. Those candidates considered the best qualified will move on to the next step in the examination process. This is a pass/fail exam component. A Microsoft Excel computer skills assessment that will be weighted as 40% of the candidate's final examination score. This examination may be administered virtually. An oral examination which will be weighted as 60% of the candidates' final examination score and may contain situational exercises . This examination may be administered virtually.
Candidates must attain a qualifying rating on each portion of this recruitment.

WE RESERVE THE RIGHT TO MAKE CHANGES TO THE ANNOUNCED EXAMINATION STEPS.

Alameda County utilizes a Civil Service Selection System founded on merit. Such a system is competitive and based on broad recruitment efforts and equal opportunity for qualified applicants to test in an examination process designed to determine the qualifications, fitness and ability of competitors to perform duties of the vacant position. Many of our recruitments are targeted and specific to the needs of a current vacant position, in which case, the eligible list may be exclusively used for that current vacant position. Other recruitments may be more broadly used for both current and future vacancies, or for other alternate jobs with comparable scopes of work.

For more information on the Civil Service Selection process, please visit the “What You Need to Know” section of our website, www.acgov.org/hrs.

RECRUITMENT AND SELECTION PLAN

Applicants will be informed via email with reasonable notice in advance of any examination process which will require their attendance. The following dates are tentative and subject to change based on the needs of the Agency:

TENTATIVE RECRUITMENT Deadline for Filing: 5:00:00 p.m., Friday, January 31, 2025 Review of Minimum Qualifications: Week of February 3, 2025 Notice to non-qualified applicants ONLY: February 7, 2025 Review of Questionnaire for Best Qualified: Week of February 24, 2025 Virtual Performance Examination: March 10 - 17 2025 Virtual Civil Service Pre-Recorded Oral Examination: March 10 - 17 2025 Notice of Examination Results: Week of April 7, 2025 TENTATIVE SELECTION PLAN
Department selection process: Late April 2025 Candidates selected to participate in the performance AND oral exam will receive an email notification at least 10 business days in advance of the exam date.

WE RESERVE THE RIGHT TO MAKE CHANGES TO THE ANNOUNCED RECRUITMENT & SELECTION PLAN

Alameda County and the Human Resource Services Department will make reasonable efforts in the examination and/or selection process to accommodate qualified individuals with disabilities and/or medical conditions in accordance/compliance with the State Fair Employment and Housing Act (FEHA), Federal Americans with Disabilities Act (ADA) Alameda County’s Reasonable Accommodation Policy and applicable statutes. To request an accommodation due to a disability/medical condition during this or other phases of the examination/selection process, please contact the assigned Human Resources Representative listed on the job announcement before the last date of filing. Alameda County requires applicants to provide supporting documentation to substantiate a request for reasonable accommodation. In order to qualify for a reasonable accommodation, applicants must have a disability/medical condition pursuant to the ADA, FEHA and applicable statutes.

For more information regarding our Reasonable Accommodation procedures, please visit our website, www.acgov.org/hrs.

BENEFITS

Alameda County offers a comprehensive and competitive benefits package that affords wide-ranging health care options to meet the different needs of a diverse workforce and their families. We also sponsor many different employees discount, fitness and health screening programs focused on overall well-being. These benefits include but are not limited to*:

For your Health & Well-Being

• Medical - HMO & PPO Plans
• Dental - HMO & PPO Plans
• Vision or Vision Reimbursement
• Share the Savings
• Basic Life Insurance
• Supplemental Life Insurance (with optional dependent coverage for eligible employees)
• County Allowance Credit
• Flexible Spending Accounts - Health FSA, Dependent Care and Adoption Assistance
• Short-Term Disability Insurance
• Long-Term Disability Insurance
• Voluntary Benefits - Accident Insurance, Critical Illness, Hospital Indemnity and Legal Services
• Employee Assistance Program

For your Financial Future

• Retirement Plan - (Defined Benefit Pension Plan)
• Deferred Compensation Plan (457 Plan or Roth Plan)

For your Work/Life Balance

• 12 paid holidays
• Floating Holidays
• Vacation and sick leave accrual
• Vacation purchase program
• Catastrophic Sick Leave
• Pet Insurance
• Commuter Benefits Program
• Guaranteed Ride Home
• Employee Wellness Program (e.g. At Work Fitness, Incentive Based Programs, Gym Membership Discounts)
• Employee Discount Program (e.g. theme parks, cell phone, etc.)
• Child Care Resources
• 1 st United Services Credit Union

*Eligibility is determined by Alameda County and offerings may vary by collective bargaining agreement. This provides a brief summary of the benefits offered and can be subject to change.

Conclusion

All notices related to County recruitments for which you have applied will be sent/delivered via email. Please add@jobaps.com, acgov.org, Noreplyalamedacountyhr@acgov.org, and Noreply@jobaps.com as accepted addresses to any email blocking or spam filtering program you may use. If you do not do this, your email blocking or spam filtering program may block receipt of the notices regarding your application for recruitments. You are also strongly advised to regularly log into your County of Alameda online application account to check for notices that may have been sent to you. All email notices that will be sent to you will also be kept in your personal online application account. You will be able to view all of your notices in your online application account by clicking on the 'My applications' button on the Current Job Openings page.

Please take the steps recommended above to ensure you do not miss any notices about a recruitment for which you have applied. The County of Alameda is not responsible for notices that are not read, received or accessed by any applicant for a County recruitment.

NOTE: All notices are generated through an automated email notification system. Replies to the email box Noreply@jobaps.com and Noreplyalamedacountyhr@acgov.org are routed to an unmonitored mailbox. If you have questions, please go to our website at www.acgov.org/hrs . You may also contact the Human Resources Analyst listed on the job announcement for the recruitment for which you have applied.

Erika Beams, Human Resources Analyst
Human Resource Services Division, County of Alameda
Analyst Email Address Link: Erika.Beams@acgov.org | Phone: 510-272-6393
www.acgov.org/hrs

DISASTER SERVICE WORKER

All Alameda County employees are designated Disaster Service Workers through state and local law. Employment with the County requires the affirmation of a loyalty oath to this effect. Employees are required to report to work as ordered in the event of an emergency.

EQUAL EMPLOYMENT OPPORTUNITY

Alameda County has a diverse workforce, that is representative of the communities we serve and is proud to be an equal opportunity employer. All aspects of employment are based on merit, competence, performance and business need. Alameda County does not discriminate in employment on the basis of, race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or other non-merit factors protected under federal, state and local law. Alameda County celebrates diversity and is committed to creating an inclusive, and welcoming workplace environment.

Closing Date/Time: 1/31/2025 5:00:00 PM

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• County of Alameda

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