Retirement Services Technician (#RO4515)
$20.56-$24.99 Hourly / $3,563.73-$4,331.60 Monthly / $42,764.80-$51,979.20 Yearly


Under general supervision, performs technical work in assisting applicants for disability retirement; processes and maintains all necessary documents for pending cases; and does related or other work as required in accordance with Rule 3, Section 3 of the Civil Service Rules.


This class is distinguished by responsibility for processing and maintaining all necessary documents for active members of the retirement systems and for processing disability retirement applications. This class differs from that of Retirement Payroll Technician in that an employee of the latter class under general supervision is responsible for maintaining the master file of all retirees and beneficiaries in the county retirement system.


  • Interviews and counsels applicants for disability retirement; prepares all necessary correspondence for processing.
  • Sets up applicant's appointments with medical specialists required as recommended by the Retirement Fund's Attorney.
  • Establishes and maintains master log of all pending disability retirement cases; actively manages all cases through the entire disability determination process.
  • Coordinates hearing dates with Administrative Law Judge, attorneys and court reporters.
  • Calculates the contribution rate for new members and notifies the Auditor-Controller's office for withholding.
  • Calculates estimates for repurchase of service and/or potential retirement income for employees considering retirement.
  • Maintains records on beneficiary information.
  • Updates and balances all retirement repurchases of service for active employees against bi-weekly payroll.
  • Calculates and verifies correct interest calculations and credits on accounts of all active employees; processes recent resignation for withdrawal requests or establish deferred retirement accounts.
  • Contacts, verifies, and establishes records for members requesting reciprocity.
  • Coordinates the preparations for the annual retiree banquet.

    Experience: Two years of general office clerical work, one year of which must have been at least at the level of Office Assistant II in San Joaquin County service; one additional year of work must have been at least at the level of Office Assistant III in San Joaquin County service performing financial and statistical recordkeeping.

    Substitution: One year of business training in an approved school or training program which included instruction in general office procedures and either business mathematics, language mechanics, office machine operations, or recordkeeping procedures may be substituted for six months of the required clerical experience. Additional college level coursework in finance, accounting, or business or public administration may be substituted for the required financial and statistical recordkeeping experience on a year-for-year basis.


    Principles and practices of bookkeeping; methods of compiling, computing, and presenting basic statistical information; basic mathematics; filing systems and procedures; methods of locating and verifying information; principles and techniques of effective oral and written communications; basic public relations techniques; office machines and computers.


    Interpret laws and regulations governing the retirement system and to answer questions about the retirement system; prepare materials for actuarial reports and financial statements; set up and maintain ledgers and journals; speak, write, and interview effectively; establish and maintain effective working relationships with others; use computer equipment.

    CLASS: RO4515; EST: 12/9/1992; REV: 6/11/1997;