Retirement Financial Officer (#RB0820)
$44.67-$54.30 Hourly / $7,743.15-$9,411.84 Monthly / $92,917.81-$112,942.18 Yearly


Under general direction, manages and performs the most complex financial work in the San Joaquin County Employees’ Retirement Association; performs a variety of other responsible administrative activities; and does related or other work as required in accordance with Rule 3, Section 3 of the Civil Service Rules.


Under the general direction of the Retirement Administrator or Assistant Retirement Administrator, an incumbent in this single position management class is responsible for complex administrative, operational and financial activities in the County Retirement Association. Duties are highly technical, requiring advanced professional accounting skills and administrative authority.


  • Maintains and updates complex retirement-related worksheets, schedules, tables and accounts; supervises staff performing financial record-keeping and/or other department activities; oversees maintenance and control of essential accounting functions, assuring that financial output is accurate and complete; maintains, balances and reconciles retirement accounts; posts interest payments and adjustments as needed; updates and assures the accuracy of retirement tables and formulas.
  • Reviews and analyzes cash flow data; reconciles revenue and budget reports; projects the funding required for department administration and operation; recommends fund transfers and/or adjustments as needed to cover expenses and meet obligations.        
  • Assures the accuracy and timeliness of various reports, tax-related forms and other documents; gathers data and performs complex analyses as appropriate; prepares and publishes the Annual Financial Report for members, as well as other reports required by County, State or Federal agencies; prepares audit materials and coordinates audit activities; analyzes audit results and prepares responses as appropriate.
  • Coordinates the preparation of the annual retirement system actuarial study; compiles data; evaluates system assets and liabilities.
  • Coordinates and assists with the processing of new, retiring and terminating employees; processes various special retirement requests including Community Property Interest inquiries, unreported death investigations, and individual benefit statements; assists and counsels members with benefit issues including re-deposits, buybacks or purchase of previous county service; oversees the production of monthly pension payroll documents.
  • Verifies and reconciles investment reports; posts appropriate figures that summarize investment activities; serves as a technical resource to investment managers and provides liaison between outside parties and the Association.
  • Assists in the interpretation and application of regulations and laws governing retirement operations and benefits administration; attends Board of Retirement meetings; may develop and/or contribute to Board agendas; may research and develop data for various purposes.
  • Plans activities and services of a complex financial unit; selects, trains, supervises, and evaluates professional, para-professional, and clerical staff; and resolves complex technical problems of subordinates.


Education: Graduation from an accredited four-year college or university with a major in Accounting, Public or Business Administration, Finance, Economics or a closely related field, and including at least 12 semester units in accounting.

Experience: Four years of increasingly responsible fiscal, accounting, auditing or benefit administration work, including at least one year supervising staff in the preparation, reconciliation and analysis of complex accounting documents and/or budgets. 

License: Possession of a valid California driver’s license if required by the nature of the assignment.


Principles, practices, methods and techniques of accounting, financial management, public administration, office management and investment management; general provisions of the County Employees Retirement Act of 1937, the Public Employees Retirement System and other federal and state laws related to retirement; computerized data maintenance and processing as applied to general ledgers and financial documentation; financial forecasting; preparation of financial statements; principles and practices of management and supervision.


Plan, organize, supervise and direct the complex financial activities in a retirement organization; understand, interpret and apply complex legislation and regulations pertaining to public employee retirement; develop and implement complex accounting systems and financial controls; prepare and interpret various accounting statements and other financial records and reports; gather and analyze complex financial data; establish and maintain effective working relationships with County officials, employees, the general public and others.


Mobility: Frequent operation of keyboards, sitting for extended periods; occasional walking, driving; Lifting – Frequently lift under 5 pounds; occasionally up to 30 pounds; Vision – Frequent use of good overall vision, reading/close-up work; Dexterity – Frequent writing; Hearing/Talking – Frequent hearing and talking on the telephone or radio and in person; Emotional/psychological – Constant decision making, concentration; frequent public contact; occasional working alone; Special conditions – May require occasional travel, weekend or evening work.

San Joaquin County complies with the Americans with Disabilities Act (ADA) and, upon request, will consider reasonable accommodations to enable individuals with disabilities to perform essential job functions.

CLASS: RB0820; EST: 2/9/2000; REV: 1/12/2011;