1812 Assistant Retirement Analyst

Recruitment #CBT-1812-090009



This examination announcement has been amended and reissued to reflect the change in the selection procedures and expand the applicant pool.

Applicants who have applied under the terms of the announcement dated 12/10/2018 need not reapply.

Receipt of Applications may close at anytime, but not before Tuesday, February 18, 2020.

Applicants are encouraged to submit their application immediately.


The San Francisco Employees’ Retirement System offers an exceptional opportunity for the right candidates to serve this historic, well established City Department by engaging in interesting and rewarding mission critical work. 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 73,000 active and retired employees of the City and County of San Francisco and their survivors.

Our Mission

The San Francisco Employees’ Retirement System 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.

Under general supervision, the Assistant Retirement Analyst performs professional benefits work for the various complex retirement plans of the San Francisco Employees’ Retirement System. The Incumbent may be required to rotate working in various units in the Retirement Services Division.

Examples of primary duties may include:

1. Computes retirement benefits payable to members including but not limited to pension, buyback, death, marriage dissolution, and termination.

2. Calculates, reviews, and verifies service credits for members.

3. Recalculates and adjusts retirement benefits.

4. Counsels active and retired members about retirement benefits in person (on/offsite), in writing, and/or via telephone; counsel activities include: completing the retirement application packet; providing information and assistance to members with retirement benefits matters, such as service or vesting retirement eligibility, pre-tax buybacks, pre-tax contract forms, benefit taxation requirements, tax withholding procedures, maintenance of beneficiaries' information, and address changes.

5. Enrolls new employees in system membership and explains benefit entitlements and options.

6. Maintains and posts payroll data for active and retired members.

7. Identifies, researches, and analyzes payroll records; calculates and adjusts benefits and updates databases due to corrections and changes.

8. Participates and assists in conducting retirement seminars and group counseling on/offsite.

9. May direct activities of support staff engaged in various retirement benefits assignments.

Minimum Qualifications

  1. 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; AND
  2. One (1) year 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.


    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 for up to two years of the education requirement (two years = 60 semester units).

    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 benefit 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 focus environment.
    • Working knowledge of PeopleSoft.
    • Working knowledge of Microsoft Office including Microsoft Word using mail merge, and Microsoft Excel creating formulas and creating links between cells on the same or different worksheets.
    • Strong oral and written communication skills.
    • Bilingual skills.
    • Extensive customer service experience.
    • Extensive experience with presentations to individuals and/or groups.

    How To Apply

    Applications for City and County of San Francisco jobs are being accepted through an online process. Visit www.jobaps.com/sf to register an account (if you have not already done so) and begin the application process.

    · Select announcement CBT-1812-090009

    · Select “Apply” and read and acknowledge the information

    · Select either “I am a New User” if you have not previously registered, or “I have Registered Previously”

    · Follow instructions on the screen

    Computers are available for the public (from 8:00 a.m. to 5:00 p.m. Monday through Friday) to file online applications in the lobby of the Dept. of Human Resources at 1 South Van Ness Avenue, 4th Floor, San Francisco.

    Applicants may be contacted by email about this announcement 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).

    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.

    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. Applications completed improperly may be cause for ineligibility, disqualification or may lead to lower scores. If you have any questions regarding this recruitment or application process, please contact the examination analyst, Tess Bobila, by telephone at 415-487-7026, or by email at Tess.Bobila@sfgov.org.

    General Information concerning City and County of San Francisco Employment Policies and Procedures:

    Copies of Application Documents:

    Right to Work:

    Selection Procedures

    Minimum Qualification Supplemental Questionnaire (Weight: Qualifying):

    Candidates will be prompted to complete a Supplemental Questionnaire as part of the online employment application. This Minimum Qualification Supplemental Questionnaire is designed to obtain specific information regarding an applicant's experience in relation to the Minimum Qualifications 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 Minimum Qualification Supplemental Questionnaire will be used to evaluate if the applicant possesses the required minimum qualifications.


    Supplemental Questionnaire Evaluation (Weight: 100%):

    Applicants who meet the minimum qualifications will be sent a supplemental questionnaire. The Supplemental Questionnaire Evaluation is designed to measure knowledge, skills and/or abilities in job-related areas which may include but not be limited to: knowledge of administration of benefit plans; ability to perform calculations; ability to research and analyze data; ability to counsel members on benefit issues; ability to communicate effectively in writing; ability to establish and maintain positive and effective working relationships with staff, members, and others; and ability to use a computerized data system.

    A passing score must be achieved on the Supplemental Questionnaire Evaluation in order to be 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 see http://www.sfdhr.org/Modules/ShowDocument.aspx?documentID=21246. Search that document by title or job code to see which departments use the classification.



    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 http://sfdhr.org/index.aspx?page=456


    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.

    Conviction History

    As a finalist for a job, you will be fingerprinted, and your fingerprints will be sent to the California Department of Justice (DOJ) and the Federal Bureau of Investigation (FBI). The resulting report of your conviction history (if any) will be used to determine whether the nature of your conviction (or arrest, in limited circumstances) conflicts with the specific duties and responsibilities of the job for which you are a finalist. If a conflict exists, you will be asked to present any evidence of rehabilitation that may mitigate the conflict, except when federal or state regulations bar employment in specific circumstances, such as:

    • Candidates for positions with the Unified School District and the Community College District may be disqualified from consideration should their conviction history not meet the standards established under the California Education Code.
    • Candidates for positions with the Recreation and Park Department may be disqualified from consideration should their conviction history not meet the standards established under California Public Resources Code 5164.

    Having a conviction history does not automatically preclude you from a job with the City.

    If you are selected as a finalist, the hiring department will contact you to schedule a fingerprinting appointment.

    Disaster Service Workers

    All City and County of San Francisco employees are designated Disaster Service Workers through state and local law (California Government Code Section 3100-3109). Employment with the City requires the affirmation of a loyalty oath to this effect. Employees are required to complete all Disaster Service Worker-related training as assigned, and to return to work as ordered in the event of an emergency.


    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 of 6 months, and may be extended with the approval of the Human Resources Director. To find Departments which use this classification, please see https://sfdhr.org/sites/default/files/documents/ASO-Level-Chart.pdf?documentID=21246

    The certification rule for the eligible list resulting from this examination will be Rule of Three Scores.  Additional selection processes may be conducted by the hiring department prior to making final hiring decisions. 

    Reasonable Accommodation Request:

    Veteran’s Preference:

    Seniority Credit in Promotional Exams:

    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. [Note: The correction of clerical errors in an announcement may be posted on the Department of Human Resources website at www.jobaps.com/sf.] The terms of this announcement may be appealed under Civil Service Rule 110.4. Such appeals must be submitted in writing to the Department of Human Resources, 1 S Van Ness Avenue, 4th Floor, San Francisco, CA 94103-5413 by close of business on the 5th business day following the issuance date of this examination announcement. Information concerning other Civil Service Commission Rules involving announcements, applications and examination policies, including applicant appeal rights, can be found on the Civil Service Commission website at http://sfgov.org/civilservice/rules.

    Combined Promotive and Entrance
    Issued: December 10, 2018
    Amended: December 12, 2018
    Amended and Reissued:  February 3, 2020

    Recruitment No.: 090009
    Micki Callahan, Director
    Department of Human Resources
    Team: RET/TB (415) 487-7026


    All employees hired on or after January 10, 2009 will be required (pursuant to San Francisco Charter Section A8.432) to contribute 2% of pre-tax compensation to fund retiree healthcare. In addition, most employees are required to make a member contribution towards retirement, ranging from 7.5%-13.25% of compensation. For more information on these provisions, please contact the personnel office of the hiring agency.

    For more information about benefits, please click here.


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