Job Description
Join our dynamic team as a Pension Plan Specialist and play a pivotal role in managing retirement benefits for San Jose's dedicated public servants. This urgent government position offers unparalleled job security, comprehensive benefits, and the opportunity to serve your community. Work in a collaborative environment where your expertise directly impacts the financial well-being of thousands of retired employees.
Responsibilities
- Administer and optimize municipal pension plans ensuring compliance with ERISA and California state regulations
- Conduct complex actuarial calculations and financial modeling for retirement fund projections
- Process retirement applications, benefit distributions, and member inquiries with precision
- Develop and implement strategic investment policies to maximize fund performance
- Prepare comprehensive reports for city council and regulatory bodies
- Collaborate with auditors and legal counsel on compliance matters
Qualifications
- Bachelor's degree in Finance, Accounting, or related field (Master's preferred)
- Minimum 5 years of pension plan administration experience
- SPBC or QKA certification required
- Advanced proficiency in pension administration software (e.g., Millennium, TRAK)
- Deep knowledge of California PERS and federal retirement regulations
- Exceptional analytical skills with attention to detail
- Strong communication abilities for stakeholder interactions