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Pension Plan Staff

Overview Your pension plan staff is there to make your job as a trustee easier. One

of the best ways to ensure that this happens is to clearly understand the

rote that staff members and consultants play - the areas where they have

decision-making responsibility and the areas where they don’t.

Nearly every plan has an executive officer who is the plan’s chief

administrator. This person ensures that things run efficiently by answering

the following types of questions:

� Are there enough resources to ensure that retirement applications

are processed timely and that retirement benefits are determined

correctly?

� Are the pensions being paid on time?

� Are plan contributions from employers collected when due?

� Are the collected funds handled properly? � What other benefits are being provided - death, disability, health?

� Are all benefit types provided in a timely and accurate manner to

those who are eligible?

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Pension Plan Staff

Overview Your executive officer’s job is to see that the answer to all of these questions is yes.

If it is not, then this person must explain to the board what will be done to

correct these problems. This person will have the most contact with the

board members. He or she is the main link between you and the rest of the

staff members, consultants, and plan participants. Remember that the

executive officer was hired by, works for, and reports to the board.

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Pension Plan Staff

One of your first tasks as a new trustee is meeting with your plan’s

executive officer and other executive staff, all of who should be excellent

resources.

This is the time for them to brief you on the aspects of your retirement

plan. To help you prepare for your role as a trustee, have the staff

members address the following topics.

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Pension Plan Staff

Board Basics - How many board members are there? How long do they

serve? How are they selected? How often does the board meet? Are

materials provided to the board before the meeting? What are the board

meeting rules and procedures?

Board Policies/Bylaws - Staff should provide you with your board’s current

policies or bylaws. How often are these policies reviewed? What is the

process for recommending and executing changes?

Staff Statistics - How many staff members are there, and what are their

responsibilities? How many consultants are there, and what are their areas

of expertise? What are the guidelines for selecting consultants?

Benefits Summary and Recipients - How many active and retired

participants are in your plan? How does the defined benefit formula work?

What are the vesting requirements? What are the benefit eligibility

criteria? Does the plan provide disability, survivor, and death benefits?

Does the plan administer health benefits?

Investments - Are the investments managed in house, by external money

managers, or in combination? What are the total plan assets, and what do

you need to know about how they are invested? How involved is the board

with investment-related decisions?

Disclosure - Are you required to file annual disclosure reports? You may be

required to file disclosure reports on meals, travel, or any activities.

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Fresno County Employees’ Retirement Association

Board of Retirement Dr. Rod Coburn, III, Chair Alan Cade, Jr., Vice Chair

Marion Austin Laura P. Basua Judith G. Case

Vicki Crow Robed Dowell Eulalio Gomez Steven J. Jolly

Retirement Administrator Phil Kapier

Administrative Secretary

Elizabeth Avalos

Assistant Retirement Administrator

Benefits Unit

Becky Van Wyk

Accounting Unit

Retirement

Systems and Procedures

Supervising Benefits Manager

Analyst

Accountant

Kelly Prinz

Thanaphat ’Pat’ Srisukwatana

Conor Hinds

Accountants (2) Bryan Anderson

Pam Fine

Retirement Coordinator Supervisor

Martha Smith

Retirement Coordinators (6) Maria Benningfield

Diane Didulo Kim Jantz

Patti Montoya Vacant(2)

Supervising Account Clerk Marta Gonzalez

Account Clerks (7) Edith Balanon Mary Maggard Maijou Miller Rose Ocelo

Dolores Racca Daljinder Sanghera

Vacant(1)

Office Assistants (2)

Vacant(2)

Account Clerks (6) (Extra Help)

Joann Hepner Carol Sheela Contracted (4)

Total number of permanent positions authorized - 25 Total number of extra-help positions authorized - 6

Total Number of positions authorized - 31

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WOF 1 01.1

ANDERSON Bryan kccountant i [email protected]

AVALOS Elizabeth Administrative_Secretary-C [email protected]

BALANON Edith AccountClerk Ill [email protected]

BENNINGFIELD Maria Retirement Coordinator Ill mbenningfieIdco.fresno.ca.us

DIDULO Diane RetirementCoordinator II [email protected]

FINE Pamela Senior Accountant [email protected]

GONZALEZ Math SAC II [email protected]

HINDS Conor Supervising Accountant [email protected]

JANTZ Kim Retirement Coordinator III kjantzco.fresno.caus

KAPLER Phillip Retirement Adminstrator [email protected]

MAGGARD Mary AccountClerk II mmaggardco.fresno.ca.us

MILLER Maijou Account Clerk Ill [email protected]

MONTOVA Patricia RetirementCoordinator Ill [email protected]

OCELO Rose Account Clerk Ill [email protected]

PRINZ Kelly Benefits Manager ___Retirement [email protected]

RACCA Dolores Account Clerk Ill [email protected]

SANGHERA DaIjindar Account Clerk I _____ [email protected]

SMITH Martha Retirement Coordinator Supervisor [email protected]

Thanaphat SRISUKWATANA "Pat" Systems & Procedures Analyst [email protected]

VAN WYK Becky Assistant _Retirement _Administrator [email protected]

VACANT RetirementCoordinator I

VACANT RetirementCoordinator I

VACANT Account Clerk Ill

VACANT Office Assistant I

VACANT Office Assistant I

Permanent Staff Positions - Job Descriptions

RETIREMENT ADMINISTRATOR

THE POSITION

The Retirement Administrator is under the direction of the Board of retirement to plan, organize, direct and administer the activities of the Fresno County Employees’ Retirement Association: to administer the policies, procedures and regulations of the Board of Retirement and the provisions of the County Employees’ retirement Law (CERL) of 1937; and to perform other related duties as required. This is an "at-will" position. Subordinates are subject to County civil service and or merit system rules.

The Administrator is responsible for directing the operations of FCERA, implementing and monitoring Board policy, and coordinating the activities of contracting, investing and consulting firms on behalf of the Board.

TYPICAL DUTIES OF THE POSITION INCLUDE:

� Functioning as the executive officer to the Board of Retirement and Administrator of FCERA. Recommending, implementing and monitoring policies and policy revisions of the Board.

� Providing staff support to the Board of Retirement. Preparing Board of Retirement meeting agendas and minutes, and providing information to the Board, as needed.

� Providing staff support to all committees and serving as ex-officio member and secretary to all committees, where appropriate.

� Participating in development, implementation and monitoring of the Board’s strategic plan.

� Acting as liaison between the Board and Plan Sponsors. � Maintaining the status if investment portfolios and acting as liaison with investment

managers, consultants and custodians. � Participating in the selection and review of investment managers, consultants and

custodians and preparing and negotiating for services. Evaluating and monitoring financial, actuarial, investment, custodial, system and other specialty consultants to the Board, and recommending and conducting searches for new ones, or replacements.

� Participating in setting of investment policy and recommending policies to staff. � Developing and implementing administrative and operation policies for staff. � Interpreting and applying the laws of FCERA, and related provisions of the California

Government Code, the regulations of the Internal Revenue Service and the Department of Labor, and bylaws of FCERA. Conferring with County or Independent Counsel as necessary.

� Conferring with and advising plan sponsors and employee representatives on various aspects of retirement benefits, funding, contribution rates and operation of FCERA.

� Conferring with actuaries, auditors and specialty consultants and directing the gathering of data required for composing a variety of actuarial, financial, statistical, performance and narrative reports for the Board.

� Preparing, administering the resources to operate FCERA.

RETIREMENT ADMINISTRATOR (Cont’d)

TYPICAL DUTIES OF THE POSITION INCLUDE: (Cont’d)

� Overseeing the selection of, and appointing staff. Evaluating performance and directing the day-to-day operation of subordinate staff.

� Planning and directing member education programs, seminars, written materials and newsletters offered or published by FCERA. Overseeing the publication of informational material on retirement laws, policies, procedures and employee benefits. Overseeing employee counseling and benefit programs.

� Directing the Disability Retirement program. � Coordinating the strategy, development, implementation and operation of automated

information systems.

SKILLS AND KNOWLEDGE

� Understanding, interpreting and applying provisions of Federal and State laws and regulations pertaining to the administration of retirement policies and programs.

� Explaining complex and technical issues in a non-technical manner. Must have excellent written and oral communication skills.

� Analyzing and solving problems, analyzing policy issues, legislation and regulations and making decisions.

� Working and communicating effectively with Board members. System members and beneficiaries, all levels of government, management, staff, department heads, employee representatives, attorneys, investment professionals and consultants.

� Planning, organizing and implementing complex tasks and functions. � Providing leadership to coaching, managing and developing staff. � Theory, purpose, principles and problems of defined-benefit retirement systems,

preferably CERL systems. � Fiscal, actuarial, budgetary and fiduciary practices and principles. � Investment management practices and principles, portfolio theory and management,

cash management and cash flow techniques. � Generally Accepted Accounting Principles (GAAP), Generally Accepted Accounting

Standards (GAAS) and statistical analysis. � Modern management theory, practice and techniques. � General knowledge of automated information systems and web-based information

delivery systems. � Basic business, fiduciary, trust and employment law.

FRESNO COUNTY REVISED

9/21/10

ADMINISTRATIVE SECRETARY - CONFIDENTIAL

DEFINITION:

Under direction, performs administrative support and secretarial work for County department heads; may supervise clerical/secretarial staff; and performs related work as required.

DISTINGUISHING CHARACTERISTICS:

The class of Administrative Secretary - Confidential is the highest level in the secretarial series, and is utilized solely by County department heads. In addition to performing secretarial support tasks for a department head, incumbents of the Administrative Secretary - Confidential classification perform a wide variety of administrative support functions. These are of a complex or sensitive nature, and are reflective of the close business rapport existing between the department head and his/her secretary. Typically these administrative functions require the exercise of independent judgment, and may impact department-wide, County-wide, and in the professional or constituent community of which the department head is a part.

This class is distinguished from lower-level secretarial classifications primarily by the degree of independent accomplishment of secretarial and administrative tasks, working only under broad direction from the department head. In addition, incumbents of the Administrative Secretary - Confidential classification are required to have an extensive, comprehensive knowledge of both the day-to-day activities of the department and its operating goals, objectives and policies. Finally, complexity and sensitivity of assignments, with the latitude to prioritize work independently and to formulate the methodology to complete assignments, is a major differentiation of the Administrative Secretary - Confidential classification from other secretarial classes.

Incumbents of this class must possess maturity, sound judgment, basic analytical skills, initiative, excellent secretarial skills, and an ability to communicate effectively.

SAMPLE OF DUTIES:

The information listed below is meant to serve as samples of the job duties and responsibilities for positions in this classification. This list is neither inclusive nor exclusive, but indicative of several types of duties performed. Consequently, this information does not reflect Essential Functions for any given position in this classification.

Performs administrative support tasks for a County department head: recommends department policies and procedures; may review and monitor budgeted appropriations versus expenditures: and delegates and monitors routine assignments to professional, technical and office support staff.

2. Handles routine and difficult public relations issues for the department head. Contacts are normally with the public, media and officials of both the public and private business sector.

3. Actively participates as the representative of the department head in activities of department constituents and professional organizations.

4. Handles routine and difficult contacts with clients of the department or their representatives for the department head.

ADMINISTRATIVE SECRETARY - CONFIDENTIAL (Cont’d)

SAMPLE OF DUTIES: (Contd)

5. Independently composes correspondence and reports for the department head or other departmental personnel following general or specific guidelines.

6. May aid in the preparation of the department’s annual budget. This may include assembly of pertinent information, calculations, composition of justifying documentation, as well as typing of the budget.

7. Screens incoming correspondence for assignment of response to appropriate staff and monitors timely completion.

8. Apprises department head of status of outstanding assignments and deadlines.

9. Performs secretarial services for the department head including scheduling appointments, conferences and meetings; arranging travel and lodging accommodations; proofreading, editing and assuring correspondence and reports are grammatically correct; maintaining confidential files; and handling personnel and payroll details.

10. Handles confidential and sensitive assignments independently and under general directives requiring knowledge and application of departmental policies, goals and objectives.

11. Gathers information for use by the department head for evaluation and decision-making. Sources include County departments, State and Federal agencies, community groups and private organizations.

12. Maintains records, including reconciling computer reports to source documents; checking documents for completeness, conformity to regulations, and sufficiency of information; and compiling statistical information.

13. Prepares summary minutes or orally reports substance of meetings attending with or on behalf of the department head.

14. Operates office equipment including work processors, duplicating machines, composing machines, computer terminals, personal computers, and other equipment.

15. Explains clerical procedures and forms to administrative, professional and technical staff. This may include bills, time cards, requisitions, timely filing of documents and use of office equipment.

16. May supervise subordinate clerical staff including selecting, training and evaluating.

17. May take dictation and transcribe shorthand or taped dictation.

18. Translates as required to serve public needs. Translating niay be oral or in written form.

MINIMUM QUALIFICATIONS:

Experience: Five (5) years of increasingly responsible secretarial experience, at least two (2) years as a secretary to a person having high level management responsibility.

FRESNO COUNTY APPROVED

8/28/06

ASSISTANT RETIREMENT ADMINISTRATOR

Under administrative direction, assists in the day-to-day operations of the Fresno County Employees’ Retirement Association (FCERA); acts for the Retirement Administrator in his/her absence; and performs related work as required.


The FCERA, headed by the Retirement Administrator, is responsible for controlling and accounting for contributions and investment income under the direction of a nine-member Board of Retirement. FCERA is an independent association established by the County Employees Retirement Law of 1937 and is subject to the laws governing fiduciaries. The Association provides retirement benefits for eligible employees of the County of Fresno and participating agencies including the Fresno-Madera Area Agency on Aging, Clovis Memorial District, Fresno Mosquito and Vector Control District, North Central Fire Protection District and Superior Courts of California, County of Fresno (Courts) employees.

The Assistant Retirement Administrator, reporting to the Retirement Administrator, works collaboratively with FCERA’s management team and serves as the second-in-command to the Retirement Administrator. The Assistant Retirement Administrator is responsible for planning, developing, implementing, and evaluating goals, programs, policies and procedures, acts as an intermediary for the Retirement Administrator in highly sensitive and critical matters, and is responsible for coordination of the day-to-day operations of FCERA’s management team and professional staffs adherence to policies established by the Board of Retirement and the Retirement Administrator.

Because of the sensitive nature of this position and its relationship to the Retirement Administrator, the following assume paramount importance: active loyalty; close working relationship with the Retirement Administrator; strong organizational, administrative and analytical skills and abilities; strong oral and written communication skills; ability to multi-task, solve complex and difficult administrative, technical and personnel problems and work under the pressure of changing and challenging deadlines; knowledge of the principles and practices of governmental pension administration; an ability to recognize and analyze problems and take appropriate action; the ability to establish and maintain effective interpersonal relationships at all organizational levels, active and retired plan members, and the public; and the ability to analyze administrative and fiscal problems and prepare a variety of reports and recommendations.

SAMPLES OF DUTIES:

The information listed below is meant to serve as samples of job duties and responsibilities for positions in this classification. This list is neither inclusive nor exclusive, but indicates several types of duties performed. Consequently, this information does not reflect essential functions for any given position in this classification.

Directs the work of managers and is responsible for the day-to-day operations of Retirement Board divisions.

2. Interacts with internal and external resources to integrate and optimize FCERA’s technological support systems, retirement information system databases, investment/accounting and other software and FCERA’s telecommunications systems.

ASSISTANT RETIREMENT ADMINISTRATOR (Cont’d)

SAMPLES OF DUTIES: (Cont’d)

3. Prepares and reviews documents and publications; ensures accuracy, consistency and maintenance of professional standards for all written materials produced by FCERA.

4. Prepares, justifies and manages the annual departmental budget.

5. Works with the Retirement accounting and benefits staff in facilitating the work involved in the annual audit of FCERA.

6. Works with fund’s actuary, Retirement accounting and benefits staff, to ensure that an accurate, thorough and timely actuarial evaluation is prepared.

Develops administrative policy recommendations relating to all facets of public pension plan administration.

8. Analyzes the impact of changes in legislative or regulatory requirements; establishes and monitors procedures.

9. Assists the RetirementAdministrator with the development of policies and procedures involved in the oversight of FCERA’s investment portfolio.

10. Evaluates FCERks ability to be responsive to members needs for information; makes recommendations to the Retirement Administrator for proactive changes designed to improve FCERA’s effectiveness and productivity.

11. Conducts presentations on a wide variety of retirement-related issues to promote member education regarding benefit programs and entitlements.

12. Conducts staff training to ensure quality and customer service standards are met and to meet the fiduciary responsibilities of the board and staff.

13. Acts for the Retirement Administrator in his/her absence, and acts as an intermediary for the Retirement Administrator in highly sensitive and critical matters

14. Interviews, selects, trains and evaluates subordinate staff; disciplines staff when necessary.

15. Prepares or supervises the preparation of reports, memoranda, special studies and perform research as required.


Education: Graduation with a Bachelor’s Degree from an accredited college or university that is acceptable within the United States’ College or University system.

Experience: Three (3) years of full-time, paid managerial level fiscal or benefit work experience, preferably in a 1937 County Employees Retirement Law retirement office or other equivalent system.

Substitution: A Master’s Degree in Business Administration, Public Administration, Finance, Economics, Accounting or a closely related field from an accredited college or university that is acceptable within the United States’ College or University system may be substituted for one (1) year of the required experience.

ASSISTANT RETIREMENT ADMINISTRATOR (Contd)

MINIMUM QUALIFICATIONS: (Cont’d)

License: Possession of a valid California Class UC Driver’s License.

Note: Recruitment or certification may be limited to persons with specific experience, education, certification, or licensure requirements based on specialized needs identified by the department and approved by the Personnel Services Department.

JCN: 0300


8/28/06

SUPERVISING ACCOUNTANT

Under general supervision, supervises professional and/or para-professional/technical accounting staff; and performs related work as required.


The Accountant series is used in County departments to perform a variety of professional accounting, financial, and fiscal services. Assignments include the review and maintenance of accounting records, systems and procedures; quantitative analysis of financial records, transactions, and proposals; development and modification of manual or automated accounting systems; audits of accounting records/systems to assure procedural compliance and dependability of financial records; preparation of financial reports and statements; and consulting with and advising County departments, special districts and other government jurisdictions on financial and accounting matters.

The Supervising Accountant is the first level of supervision in the Accountant series. Incumbents supervise professional and/or paraprofessional/technical accounting staff. Supervisory responsibilities include interviewing, selecting, training, assigning, evaluating, and promoting subordinate staff; and disciplining staff when necessary. This class differs from the Senior Accountant class in that the latter does not have full supervisory responsibilities, but instead may act in a lead capacity or provide technical assistance to lower-level employees. This class differs from the Principal Accountant and the Accounting & Financial Manager classifications, which are the first levels of management and are responsible for planning, directing and supervising staff in a unit or section within a division engaged in a wide range of accounting work.

SAMPLES OF DUTIES:

The information listed below is meant to serve as samples of job duties and responsibilities for positions in this classification. This list is neither inclusive nor exclusive, but indicative of several types of duties performed. Consequently, this information does not reflect Essential Functions for any given position in this classification.

Supervises professional and/or para-professional/technical accounting staff. Supervisory responsibilities include interviewing, selecting, training, assigning, evaluating, and promoting subordinate staff; disciplines staff when necessary.

2. Performs the more difficult, technical, specialized and complex financial, accounting and fiscal work.

3. Maintains control and subsidiary accounting records involving a variety of accounts and transactions including controlling and reconciling revenue and expense.

4. Prepares or supervises the preparation of financial statements that conform with generally accepted accounting principles, financial statistical reports, requests for proposals and quotations, and other reports.

SUPERVISING ACCOUNTANT (Cont’d)

SAMPLES OF DUTiES: (Cont’d)

5. Reviews, analyzes, and makes recommendations on County departments and special districts accounting systems and procedures.

6. Supervises and participates in cost surveys; revenue analyses; development or modification of manual and/or automated accounting systems; financial audits to assure compliance and dependability of financial records.

Advises and confers with department personnel, other agencies, government representatives and special districts on specific and general financial audit and accounting matters.

8. Prepares or supervises the preparation of audit work papers and writes audit reports, other technical fiscal reports, and correspondence.

9. Reviews and applies current legislation and other authoritative guidelines as appropriate, in performing various auditing and accounting activities.

10. May prepare complex analysis and reports on accounting and budgetary problems.

KNOWLEDGE. SKILLS AND ABILITIES:

Knowledge of:

> Advanced financial and accounting principles, practices and methods. > Cost accounting principles and practices to property determine and allocate costs. > Governmental accounting principles and practices to assist in preparing annual reports and

financial statements. > Budgeting principles and practices to assist in preparation of the annual budget. > Business law and Government Code sections relevant to local government accounting. > Intermediate math including basic algebra.

Skills/Abilities to:

> Analyze financial data and interpret results for management reports. > Prepare complex, summary financial reports and statements accurately. > Determine accounting problems, review factors and select alternatives, and take corrective

action. > Read, understand and interpret laws, regulations, agreements, ordinance codes and

resolutions. > Write clear, concise reports, memos, and instructions with technical accuracy using correct

grammar, punctuation and spelling. > Communicate verbally in a clear and concise manner to explain procedures to peers and lay

persons. > Supervise and train staff. > Establish and maintain effective working relationships; and independent accomplishment of

job assignments.

SUPERVISING ACCOUNTANT (Cont’d)


Education: Graduation from an accredited college or university with a Bachelor’s Degree in accounting, business administration, economics, or a closely related field, including or supplemented by at least 15 semester units of accounting coursework.

Experience: Four (4) years of increasingly responsible, full-time paid professional accounting experience equivalent to that gained as an Accountant with Fresno County.

License: Valid California Class £C Driver’s License may be required.

JCN: 3262


8/16/06

SENIOR ACCOUNTANT

DEFINITION:

Under general supervision, performs a wide range of complex professional accounting work including review and maintenance of accounting records and systems; cost and revenue analyses; development and modification of accounting systems; audits of accounting records and procedures; financial analysis and review; may lead lower level accounting personnel; and performs related work as required.



The Senior Accountant is the advanced experienced level classification in the Accountant series. The Senior Accountant differs from the Accountant II in that incumbents at the Senior level perform the more difficult financial and accounting work; assume greater independence and latitude of professional judgment; and may lead staff performing accounting work. This class differs from the Supervising Accountant, which supervises professional and/or para-professional/technical accounting staff.

SAMPLES OF DUTIES:


1. Performs the more difficult and complex financial, accounting, and fiscal work.

2. May lead lower level staff performing accounting work.


4. Prepares financial statements that conform with generally accepted accounting principles, financial statistical reports, requests for proposals and quotations, and other reports.


Conducts cost surveys and revenue analyses and makes recommendations on findings.

Analyzes and develops or modifies manual and/or automated accounting systems.

Plans, organizes, and participates in financial and compliance audit assignments to assure compliance and dependability of financial records.

SENIOR ACCOUNTANT (Cont’d)

SAMPLES OF DUTIES (Cont’d)

9. Advises and confers with department personnel, other agencies, government representatives and special districts on specific and general financial audit and accounting matters.

10. Prepares audit work papers and writes audit reports, other technical fiscal reports, and correspondence.

11. Conducts financial reviews for analysis of capital projects, operations, and investment opportunities.



Knowledge of:

> Advanced financial and accounting principles, practices and methods. > Cost accounting principles and practices to properly determine and allocate costs. > Governmental accounting principles and practices to assist in preparing annual reports and







persons. > Establish and maintain effective working relationships; and independent accomplishment of

job assignments.


Education: Graduation from an accredited college or university with a Bachelors Degree in accounting, business administration, economics, or a closely related field, including or supplemented by at least 15 semester units of accounting coursework.

Experience: Three (3) years of increasingly responsible, full-time, paid professional accounting experience equivalent to that gained as an Accountant with Fresno County.

License: Valid California Class "C" Driver’s License may be required.

JCN: 3255


8/16/06

ACCOUNTANT II

DEFINITION:

Under general supervision, performs a wide range of professional accounting work including review and maintenance of accounting records and systems; cost and revenue analyses; development and modification of accounting systems; audits of accounting records and procedures; financial analysis and review; and performs related work as required.



The Accountant II is the experienced level classification in the Accountant series. Incumbents assume increased responsibilities and assignments are completed with a minimum of supervision. The Accountant II differs from the Accountant I in that the latter is the entry level and their work is subject to close review. This class differs from the Senior Accountant in that the latter performs the more difficult financial and accounting assignments and may be responsible for serving as a lead over lower level accounting staff.

SAMPLES OF DUTIES:





4. Conducts cost surveys and revenue analyses and makes recommendations on findings.

5. Analyzes and develops or modifies manual and/or automated accounting systems.

6. Plans, organizes, and participates in financial and compliance audit assignments to assure compliance and dependability of financial records.

7. Advises and confers with department personnel, other agencies, government representatives and special districts on specific and general financial audit and accounting matters.

ACCOUNTANT II (Conid)





11. Trains new or current employees in work procedures and methods.

12. May review the work of lower level personnel.

KNOWLEDGE, SKILLS AND ABILITIES:

Knowledge of

> Advanced financial and accounting principles, practices and methods. > Cost accounting principles and practices to properly determine and allocate costs. > Governmental accounting principles and practices to assist in preparing annual reports and








job assignments.



Experience: One (1) year of increasingly responsible full-time, paid professional accounting experience equivalent to that gained as an Accountant with Fresno County.


JCN: 3215


8/16/06

ACCOUNTANT I

DEFINITION

Under direct supervision, performs a wide range of professional accounting work including review and maintenance of accounting records and systems; cost and revenue analyses; development and modification of accounting systems; audits of accounting records and procedures; financial analysis and review; and performs related work as required.



Accountant I is the entry level classification in the Accountant series. Assignments are subject to close review and evaluation both in progress and upon completion. This class differs from Accountant II in that incumbents at the II level are fully trained and are expected to perform assignments with a minimum of supervision. Classes in this series differ from Accounting Technician in that the duties of the technician are based on an understanding of a specialized area rather than a broad general professional knowledge of accounting principles and practices applicable to a variety of situations and programs.

SAMPLES OF DUTIES:





4. Conducts cost surveys and revenue analyses and makes recommendations on findings.

5. Analyzes and develops or modifies manual and/or automated accounting systems.

6. Plans, organizes, and participates in financial and compliance audit assignments to assure compliance and dependability of financial records.

ACCOUNTANT I (Cont’d)


7. Advises and confers with department personnel, other agencies, government representatives and special districts on specific and general financial audit and accounting mailers.





12. May review the work of lower level personnel.


Knowledge of:

> Financial and accounting principles, practices and methods. > Cost accounting principles and practices to properly determine and allocate costs. > Governmental accounting principles and practices to assist in preparing annual reports and








job assignments.




JCN: 3210


4/5/10

RETIREMENT BENEFITS MANAGER

DEFINITION:

Under general direction, plans, directs and manages benefits division staff within the Fresno County Employees’ Retirement Association (FCERA); and performs related work as required.


The FCERA, headed by the Retirement Administrator, is responsible for administering and directing the operations of the Retirement Association under the direction of a nine-member Board of Retirement. FCERA is an independent association established by the County Employees Retirement Law of 1937 and is subject to the laws governing fiduciaries. The Association provides retirement benefits for eligible employees of the County of Fresno and participating agencies including the Fresno-Madera Area Agency on Aging, Clovis Memorial District, Fresno Mosquito and Vector Control District, and Superior Courts of California, County of Fresno (Courts) employees.

The Retirement Benefits Manager, reporting to the Assistant Retirement Administrator, manages the daily activities of the Retirement Benefits Division which is responsible for servicing and counseling members and retirees, processing service retirement and disability retirement applications, death benefits, separation benefits, and purchasable service requests. The Retirement Benefits Manager differs from the Assistant Retirement Administrator in that the latter is responsible for assisting in the management of the day-to-day operations of FCERA.

SAMPLES OF DUTIES:

The information listed below is meant to serve as samples of job duties and responsibilities for positions in this classification. This list is neither inclusive nor exclusive, but indicates several types of duties performed. Consequently, this information does not reflect essential functions for any given position in this classification.

1. Plans, directs, and manages the activities of the Benefits Services Unit to ensure the timely processing of members’ applications for retirement, retirement benefit estimates, requests for purchase of retirement service credit, refunds and "rollovers" of separated member contributions, member disability applications and related retirement benefits.

2. Proposes and implements approved methods for improving the performance of retirement benefits tasks. Instructs staff on changes in law or policy that impact department operations.

3. Assists in coordinating members’ benefits and services with department management and external service providers.

4. Consults and meets with various groups as needed, including County departments, other governmental agencies, actuaries, legal counsel, and other consultants.

5. Assists legal counsel with the preparation of cases for litigation and the processing of domestic relations orders, and the property disposition orders as directed.

6. Attends Board of Retirement meetings to brief the Board on benefit administration issues and answer questions as required.

RETIREMENT BENEFITS MANAGER (Cont’d)


7. Acts as a liaison to the County’s Information Technology Services Department and Auditor-ControllerlTreasurer-Tax-Collector’s Office, as well as other participating agencies, to ensure accuracy of employee retirement data received.

8. Interviews, selects, trains, and evaluates subordinate staff; disciplines staff when necessary.

9. Prepares reports and correspondence; maintains records and files; and maintains and compiles statistical reports of benefit activities.

10. Resolves complaints from plan members.


Knowledge of:

> The County Employees’ Retirement Act of 1937; > Policies, procedures, and programs of the FCERA; > Efficient management practices and techniques; > Principles and practice of effective employee supervision; > Methods of researching, compiling, and presenting statistical information; > Methods and techniques used in information and data gathering; > Mathematical and statistical data collection and applications; ) Financial record keeping principles and practices.


> Understand, interpret, apply, and explain FCERA rules, regulations, and policies; > Select, train, evaluate, promote, and discipline subordinate staff; > Display effective organizational and time management principles and techniques; > Develop and implement new systems and procedures; > Conduct studies, analyze facts, draw conclusions, prepare reports, and make

recommendations based on findings; > Understand, interpret, apply, and explain legal principles and practices; > Establish and maintain effective working relationships with staff, retirees, County departments,

and the public; > Communicate effectively, both orally and in writing; > Effectively organize work, set priorities, and meet deadlines; > Display a high degree of maturity, integrity and good judgment.


Education: Graduation with a bachelor’s degree from an accredited college or university that is acceptable within the United States’ College or University system, including or supplemented by at least fifteen (15) semester units in Business Administration, Public Administration, Finance, Economics, Accounting or a closely related field.

Experience: Four (4) years of full-time, paid increasingly responsible work experience, involving payroll or benefit calculations and interpretation of legislation, regulations, and agreements, of which two (2) years must have been gained in a managerial, supervisory or lead capacity.

RETIREMENT BENEFITS MANAGER (Contd)

MINUMUM QUALIFICATIONS: (Cont’d)

Substitution: Additional full-time, paid qualifying experience may substitute for the required education on a year-for-year basis, with exception to the fifteen (15) semester units in Business Administration, Public Administration, Finance, Economics, Accounting or a closely related field that may not be substituted for.

License: Possession of a valid driver’s license may be required.

JCN: 3246


5/4/09

RETIREMENT COORDINATOR SUPERVISOR

DEFINITION:

Under general supervision, supervises the activities of the Retirement Coordinator unit in the Fresno County Employees’ Retirement Association (FCERA); personally performs the more complex assignments; and performs related work as required.


The FCERA, headed by the Retirement Administrator, is responsible for controlling and accounting for contributions and investment income under the direction of a nine-member Board of Retirement. FCERA is an independent association established by the County Employees Retirement Law of 1937 and is subject to the laws governing fiduciaries. The Association provides retirement benefits for eligible employees of the County of Fresno and participating agencies including the Fresno-Madera Area Agency on Aging, Clovis Memorial District, Fresno Mosquito and Vector Control District, and Superior Courts of California, County of Fresno (Courts) employees.

The Retirement Coordinator Supervisor, reporting to the Retirement Benefits Manager, organizes, plans, and supervises the activities of the Retirement Coordinator unit. Responsibilities include performing the most complex retirement benefits investigations, eligibility determinations, calculations, and research assignments; supervising the functions of the counseling subunit; selecting, training, evaluating, disciplining, and promoting subordinate staff; interpreting and monitoring retirement legislation; and may assist in representing the unit before the Retirement Board and other outside groups.

The Retirement Coordinator Supervisor differs from the Retirement Benefits Manager in that the latter is the full managerial level classification overseeing all retirement benefit functions. The Retirement Coordinator Supervisor differs from the Retirement Coordinator Ill in that the former is the full supervisory level classification overseeing the activities of the Retirement Coordinator unit.

SAMPLES OF DUTIES:

The information listed below is meant to serve as samples of job duties and responsibilities for this classification. This list is neither inclusive nor exclusive, but indicative of several types of duties performed. Consequently, this information does not reflect Essential Functions for this classification.

Organizes, plans, and supervises staff engaged in the counseling subunit and retirement coordinator activities.

2. Selects, trains, evaluates, and disciplines subordinate staff.

3. Supervises and reviews retirement benefit calculations and data required to process retirement applications including correspondence with reciprocal systems.

4. Performs the more complex assignments including: disability retirement claim investigations, calculation of retirement benefits and options, and research of legal issues.

RETIREMENT COORDINATOR SUPERVISOR (Cont’d)


5. Coordinates and conducts projects such as the development of procedure manuals, publication of retirement information booklets, and compilation of financial and actuarial data.

6. Reviews and interprets legislative changes and assures FCERA compliance.

Interviews and counsels employees contemplating retirement and explains the various available options.

8. Monitors the status of fund participants and coordinates the documentation processes for various benefits claims, including disability retirements and survivor benefits.

9. Determines retirement eligibility, audits member accounts, and verifies adjustments, service credits, compensation, and contributions.

10. Coordinates activities relating to the disability claims process, which may include communications with legal counsel.

11. May make verbal presentations for new employees’ orientation regarding the retirement system.

12. May assist in representing the unit before the Retirement Board and other outside groups and in preparing and presenting mailers requiring Retirement Board approval.


Knowledge of:

> The County Employees’ Retirement Act of 1937;

> Policies, procedures, and programs of the FCERA;

> Principles and practice of effective employee supervision;

> Interviewing and counseling techniques;

> Methods of researching, compiling, and presenting statistical information;

> Legal research and terminology;

> Organizational and time management methods;

> Methods and techniques used in information and data gathering; Mathematical and statistical data collection and applications;

> Financial record keeping principles and practices.


> Understand, interpret, apply, and explain FCERA rules, regulations, and policies;

> Supervise technical support staff which includes selecting, training, evaluating, promoting, and disciplining;

> Organize and coordinate staff assigned to special projects;

> Conduct studies, prepare reports, and make recommendations based on findings; > Analyze facts and draw conclusions regarding retirement benefit determination; > Understand, interpret, apply, and explain legal principles and practices; > Train lower level retirement coordinator unit staff; > Establish and maintain effective working relationships with staff, retirees, County

departments, and the public; > Communicate effectively, both orally and in writing; > Effectively organize work, set priorities, and meet deadlines; > Display a high degree of maturity, integrity and good judgment.

RETIREMENT COORDINATOR SUPERVISOR (Confd)


Education: Completion of sixty (60) semester units of academic coursework from an accredited college or university that is acceptable within the United States’ accredited college or university system.

Experience: Three (3) years of full-time, paid experience equivalent to that gained as a Retirement Coordinator with the County of Fresno.

Substitution: One (1) year of full-time, paid financial record keeping or technical work experience may substitute for fifteen (15) semester units of the required education on a year-for-year basis.


JCN: 6010

FRESNO COUNTY REVISED 10/19/09

RETIREMENT COORDINATOR III

DEFINITION

Under general supervision, performs a variety of retirement investigation, evaluation, benefit calculation, and counseling activities for the Fresno County Employees’ Retirement Association (FCERA); and performs related work as required.



The Retirement Coordinator Ill, reporting to the Retirement Coordinator Supervisor, performs a variety of retirement investigation and counseling activities and functions. Responsibilities include investigating disability retirement claims, processing regular and disability retirement applications, computing retirement benefits and options, performing legal research, and assisting with assigning, reviewing and coordinating the work of clerical and other Retirement Coordinator staff.

Retirement Coordinator Ill is the advanced experienced level classification in the Retirement Coordinator classification series. Incumbents are expected to work independently, and complete the most difficult assignments with a minimum of supervision. Retirement Coordinator Ill differs from Retirement Coordinator II in that the latter receives closer supervision, and is not typically assigned to the most difficult disability retirement cases. The Retirement Coordinator Ill differs from the Retirement Coordinator Supervisor in that the latter is the full supervisory level classification overseeing the activities of the Retirement Coordinator unit.

SAMPLES OF DUTIES:


1. Conducts field investigations of service connected disability retirement claims including, but not limited to, interviewing witnesses and fact finding activities.

2. Compiles and prepares disability retirement materials for Retirement Board approval, meetings, and hearings.

3. Conducts basic legal research, and locates statutes and relevant case citations.

4. Interviews employees who are considering retirement, and explains the various options available.

RETIREMENT COORDINATOR III: (Confd)


5. Computes regular and disability retirement benefits in accordance and compliance with retirement law, as well as contributions for reciprocity and purchase of prior service, and rate and age adjustments for members under reciprocity agreements.

6. Evaluates and verifies records of separation.

7. Processes and maintains various retirement record keeping systems, such as active and retired members and legal calendar records.

8. May assist in assigning, reviewing, and coordinating the work of clerical and Retirement Coordinator staff.

9. Prepares legal forms, reports, and correspondence; and conducts special studies and research.


Knowledge of:

> The County Employees Retirement Act of 1937;


> Mathematical and statistical data collection and applications;



> Information and data gathering techniques;

> Common financial record keeping principles and practices.

Skills/Abilities to


> Maintain complete and accurate financial and retirement records;

> Understand, interpret, and apply legal principles and practices; > Assign, review, and coordinate the work of clerical staff; > Train lower level Retirement Coordinators and clerical staff; > Establish and maintain effective working relationships with staff, County departments,

Special Districts and the public; > Communicate effectively, both orally and in writing; > Effective organize work and set priorities; > Prepare accurate, clear and concise reports and other documents; > Display a high degree of maturity, integrity and good judgment; > Operate a computer in the completion of daily tasks and assignments.



Experience: Two (2) years of full-time, paid experience as a Retirement Coordinator with the County of Fresno.

RETIREMENT COORDINATOR III: (Cont’d)


Substitution: One (1) year of full-time, paid financial record keeping or technical work experience may be substituted for fifteen (15) semester units of the required education on a year-for-year basis.


JCN: 3251


10/19109

RETIREMENT COORDINATOR II

DEFINITION:

Under general supervision, performs a variety of retirement investigation, evaluation, benefit calculation, and counseling activities for the Fresno County Employees’ Retirement Association (FCERA); and performs related work as required.



The Retirement Coordinator II, reporting to the Retirement Coordinator Supervisor, performs a variety of retirement investigation and counseling activities and functions. Responsibilities include investigating disability retirement claims, processing regular and disability retirement applications, computing retirement benefits and options, performing legal research, and assisting with assigning, reviewing and coordinating the work of clerical staff.

Retirement Coordinator II is the experienced level classification in the Retirement Coordinator classification series. Incumbents are expected to work independently and complete more difficult assignments with a minimum of supervision. Retirement Coordinator II differs from Retirement Coordinator I in that the latter receives close supervision and review. Retirement Coordinator II differs from Retirement Coordinator Ill in that the latter works with more independence and a higher latitude of judgment.

SAMPLES OF DUTIES:


1. Conducts field investigations of service connected disability retirement claims including, but not limited to, interviewing witnesses and fact finding activities.



4. Interviews employees who are considering retirement and explains the various options available.

RETIREMENT COORDINATOR II (Cont’d)





8. May assist in assigning, reviewing, and coordinating the work of clerical and Retirement Coordinator staff.



Knowledge of:











> Understand, interpret, and apply legal principles and practices;

> Assign, review, and coordinate the work of clerical staff;

) Establish and maintain effective working relationships with staff, County departments, Special Districts and the public;

> Communicate effectively, both orally and in writing; > Effective organize work and set priorities; > Prepare accurate, clear and concise reports and other documents; > Display a high degree of maturity, integrity and good judgment; > Operate a computer in the completion of daily tasks and assignments.



Experience: One (1) year of full-time, paid experience equivalent to that gained as a Retirement Coordinator with the County of Fresno.

RETIREMENT COORDINATOR II (Confd)




JCN: 3250


10/19/09

RETIREMENT COORDINATOR I

DEFINITION

Under immediate supervision, performs a variety of retirement investigation, evaluation, benefit calculation, and counseling activities for the Fresno County Employees’ Retirement Association (FCERA); and performs related work as required.



The Retirement Coordinator I, reporting to the Retirement Coordinator Supervisor, performs a variety of retirement investigation and counseling activities and functions. Responsibilities include investigating disability retirement claims, processing regular and disability retirement applications, computing retirement benefits and options, performing legal research, and assisting with assigning, reviewing, and coordinating the work of clerical staff.

Retirement Coordinator I is the entry level classification in the Retirement Coordinator classification series. Incumbents receive training and close supervision, review, and direction in the completion of assignments. Retirement Coordinator I differs from Retirement Coordinator II in that the latter has sufficient experience to complete assignments with minimal supervision, exercises greater judgment in the performance of duties, and may assist with training lower level Retirement Coordinators.

SAMPLES OF DUTIES:

The information listed below is meant to serve as samples of lob duties and responsibilities for positions in this classification. This list is neither inclusive nor exclusive, but indicative of several types of duties performed. Consequently, this information does not reflect Essential Functions for any given position in this classification.

Conducts field investigations of service connected disability retirement claims including, but not limited to, interviewing witnesses and fact finding activities.



4. Interviews employees who are considering retirement and explains the various options available.

RETIREMENT COORDINATOR I (Cont’d)





8. May assist in assigning, reviewing, and coordinating the work of clerical staff.



Knowledge of:


> Basic interviewing and counseling techniques;






Skills/Abilities to



> Understand, interpret, and apply legal principles and practices;

> Assign, review, and coordinate the work of clerical staff;

> Establish and maintain effective working relationships with staff, County departments, Special Districts and the public;

> Communicate effectively, both orally and in writing; > Effective organize work and set priorities; > Prepare accurate, clear and concise reports and other documents; > Display a high degree of maturity, integrity and good judgment; > Operate a computer in the completion of daily tasks and assignments.



RETIREMENT COORDINATOR I (Cont’d)




JCN: 3249


7/3/81

SUPERVISING ACCOUNT CLERK II

DEFINITION:

Under general supervision, plans, directs and supervises a staff engaged in bookkeeping activities; personally performs only the most difficult work; and performs related work as required.


The Supervising Account Clerk II classification is used in County departments and plans, directs and supervises a staff primarily engaged in bookkeeping activities. A Supervising Account Clerk II is normally responsible for a unit consisting of five to fourteen employees and is responsible for selecting, evaluating, disciplining and promoting subordinates. As a full supervisorial class, incumbents are primarily oriented to planning, organizing and directing work accomplishment and do not generally devote a preponderance of time personally performing the same or similar duties as subordinate staff.

The Supervising Account Clerk II differs from the Supervising Account Clerk I in terms of size of staff supervised or supervisorial responsibilities; the latter may not select, evaluate, discipline or promote subordinates.

Incumbents are expected to be knowledgeable of a wide variety of bookkeeping procedures; possess organizational and supervisorial skills; and relate well to management and employees at all levels, as well as the public.

TYPICAL TASKS:

1. Supervises a unit consisting of five to fourteen subordinates primarily involved in bookkeeping services. Supervising includes selecting, evaluating, disciplining and promoting staff.

2. Authorizes overtime, vacation schedules and shift assignments.

3. Investigates and resolves grievances of employees.

4. Evaluates, develops and implements policies and procedures for the unit. This may involve coordinating with managers in the department and in other departments or agencies.

5. Trains and orients new employees. May conduct training seminars for employees from other work units.

6. Conducts special studies and projects for departmental management and may represent the department at meetings and on committees.

7. Personally performs only the most complex work in the unit. Incumbents normally spend the majority of time in a supervising capacity as opposed to performing the same or similar duties as subordinates.

8. Translates as required to serve public needs. Translating may be oral or in written form.

SUPERVISING ACCOUNT CLERK II (Cont’d)


Experience: Four years of increasingly responsible bookkeeping work, one year of which must have involved coordinating and reviewing the work of others.

Other: 1. Ability to type may be required.

2. Ability to operate a ten-key adding machine or calculator may be required.

3. Possession of a valid California Driver’s License may be required.

JCN: 3240


12/3/99

ACCOUNT CLERK III

DEFINITION:

Under general supervision, performs the most complex, difficult, critical and technical bookkeeping work; may coordinate and review the work of a small number of subordinate staff; trains employees; and performs related work as required.


The Account Clerk series is utilized in County departments to provide bookkeeping services. Incumbents typically maintain departmental appropriation, expenditure, and revenue records; post financial reports; and audit or verify tax returns and reports. Although the majority of the work will involve performing bookkeeping activities, incumbents may be called upon to complete other general clerical tasks.

The Account Clerk Ill is the highest level in the Account Clerk series. Incumbents at this level perform the most complex, difficult, critical, and technical bookkeeping work. In addition, incumbents may assign, review and coordinate the work of one to four subordinates involved in bookkeeping activities. The Account Clerk series differs from other clerical classes in that while Account Clerks may perform general clerical tasks, the majority of their time is involved with bookkeeping tasks, which are more complex than basic record keeping.

Incumbents in this classification must possess: knowledge of bookkeeping methods and terminology; ability to learn new work processes and procedures; ability to develop and maintain effective interpersonal relationships with staff from other County departments and the public.

SAMPLES OF DUTIES:

Performs the most complex, difficult, critical, and technical bookkeeping work, including preparing departmental payroll, determining which account to credit with unidentified payments, determining validity of, or liability for bill or charges, authorizing refunds on overpayments, preparing budget for work unit or department, and authorizing transfer of funds.

2. May assign, review and coordinate the work of a small work unit composed of one to four employees primarily performing bookkeeping activities, including monitoring work load, assuring timely assignment completion, answering procedural questions, and training employees.

3. Maintains departmental appropriation, expenditure, and revenue records including monitoring budget units, contracts, and accounts; checking and balancing records for arithmetic errors, completeness of budget codes; and preparing forms to transfer funds.

4. Performs the more complex posting of financial transactions including distributing costs or payments to various accounts; posting to accounts, journals and ledgers.

5. Reviews accounts for proper payments, charges, and statements; makes adjustments to accounts and resolves discrepancies between payments, receipts or accounts.

ACCOUNT CLERK Ill (Cont’d)

SAMPLES OF DUTIES: (Confd)

6. Audits charges including checking and verifying codes and fees for conformity to laws, rules or regulations.

7. Prepares or assists in the preparation of technical financial reports, statements, and periodic reports on condition of appropriation, accrual, receipts, contracts, demands payable and accounts receivable.

8. Audits or verifies the more complex tax returns and reports to determine appropriate tax fees, charges or fines.

9. Operates office equipment including adding machines, typewriters, computers, duplicating machines, cash registers, multi-line telephone systems and other equipment.

10. Obtains information from the public including vendors and debtors, and other department and agencies as well as provides information concerning accounts, contracts, budgets, and financial transactions.


12. May be assigned responsibility for establishing new or modifying existing bookkeeping procedures.

13. May perform other clerical tasks including typing, filing, processing and maintaining records, composing and editing reports and correspondence, delivering or picking up materials, collating and stapling papers by hand or machine, and issuing stores.


Experience: Three (3) years of full-time, paid bookkeeping experience.

Other: 1. Ability to type 40 words per minute may be required.

2. Valid California Class "C" Driver’s License may be required.


JCN: 3260


12/3/99

ACCOUNT CLERK II

DEFINITION:

Under general supervision, performs a variety of bookkeeping tasks; may train employees; and performs related work as required.


The Account Clerk series is used in County departments to provide bookkeeping services. Incumbents typically maintain departmental appropriation, expenditure and revenue records; post financial transactions; research accounts and audit charges; prepare financial reports; and audit or verify tax returns and reports. Although the majority of the work will involve performing bookkeeping activities, incumbents may be called upon to complete other general clerical tasks.

The Account Clerk II is the experienced level in this series. Incumbents at the II level are expected to perform assignments independently with a minimum amount of supervision. This class differs from the Account Clerk III in that incumbents at the III level perform the most complex, difficult, critical and technical bookkeeping work. The Account Clerk series differs from other clerical classes in that while Account Clerks may perform general clerical tasks, the majority of their time is involved with bookkeeping tasks, which are more complex than basic record keeping.

Incumbents in this classification must possess: knowledge of bookkeeping methods and terminology; ability to learn new work processes and procedures; ability to develop and maintain effective interpersonal relationships with staff from other County departments and the public.

SAMPLES OF DUTIES:

1. Maintains departmental appropriation, expenditure and revenue records, including monitoring budget units, contracts and accounts, checking records for arithmetic errors and completeness of budget codes, and preparing forms to transfer funds.

2. Posts financial transactions, including distributing costs of payments to various accounts; posting to accounts, journals and ledgers; and making adjustments to accounts.

3. Reviews accounts for proper payments, charges and statements; makes adjustments to accounts and resolves discrepancies between payments, receipts or accounts.


5. Prepares or assists in preparing financial reports, statements, and periodic reports on condition of appropriation, accrual receipts, contracts, demands payable and accounts receivable.

6. Audits or verifies tax returns and reports to determine appropriate tax fees, charges or fines.

ACCOUNT CLERK II (Cont’d)


7. Operates office equipment, including adding machines, typewriters, computers; duplicating machines, cash registers, multi-line telephone systems and other equipment.

8. Obtains information from the public, including vendors and other departments as well as provides information concerning accounts, contracts, budgets, and financial transactions.


10. Trains new or current employees in work procedures and methods. Training may encompass employees working in different county departments.

11. May perform other clerical tasks including typing, filing, processing and maintaining records, composing and editing reports and correspondence: delivering or picking up materials; collating and stapling papers by hand or machine; and issuing stores.


Experience: One (1) year of bookkeeping experience.


2. Ability to operate a ten-key adding machine or calculator maybe required.

3. Valid California Driver’s License may be required.

JCN: 3205


12/3/99 ACCOUNT CLERK I

DEFINITION:

Under immediate supervision, performs a variety of bookkeeping tasks; and performs related work as required.


The Account Clerk series is used in County departments to provide bookkeeping services. Incumbents typically maintain departmental appropriation, expenditure and revenue records; post financial transactions, research accounts and audit charges; prepare financial reports; and audit or verify tax returns and reports. Although the majority of the work will involve performing bookkeeping activities, incumbents may be called upon to complete other general clerical tasks.

The Account Clerk 118 the entry level in this series. This class differs from the Account Clerk II in that assignments at the I level are subject to close supervision and review. The Account Clerk series differs from other clerical classes in that while Account Clerks may perform general clerical tasks, the majority of their time is involved with bookkeeping tasks, which are more complex than basic record keeping.

Incumbents in this classification must possess: ability to learn bookkeeping methods and terminology; ability to learn new work processes and procedures; ability to develop and maintain effective interpersonal relationships with staff from other County departments and the public.

SAMPLES OF DUTIES:

1. Maintains departmental appropriation, expenditure and revenue records, including monitoring budget units, contracts and accounts, checking records for arithmetic errors and completeness of budget codes, and preparing forms to transfer funds.

2. Posts financial transactions, including distributing costs of payments to various accounts; posting to accounts, journals and ledgers; and making adjustments to accounts.

3. Reviews accounts for proper payments, charges and statements; makes adjustments to accounts and resolves discrepancies between payments, receipts or accounts.


5. Prepares or assists in preparing financial reports, statements, and periodic reports on condition of appropriation, accrual receipts, contracts, demands payable and accounts receivable.

6. Audits or verifies tax returns and reports to determine appropriate tax fees, charges or fines.

7. Operates office equipment, including adding machines, typewriters, computers, duplicating machines, cash registers, multi-line telephone systems and other equipment.

ACCOUNT CLERK I (Cont’d)


8. Obtains information from the public including vendors and other departments as well as provides information concerning accounts, contracts, budgets and financial transactions.


10. May perform other clerical tasks including typing, filing, processing and maintaining records, composing and editing reports and correspondence; delivering or picking up materials; collating and stapling papers by hand or machine; and issuing stores.


Experience: No experience required.



3. Valid California Driver’s License maybe required.

JCN: 3203


2/14/11 OFFICE ASSISTANT Ill

DEFINITION:

Under general supervision, performs the most complex, difficult, and critical clerical work; may act in a lead capacity; trains employees; and performs related work as required.


The Office Assistant classification series is used in County departments to provide clerical services. Incumbents typically type, file, sort, and process materials; maintain and process records; compose and edit reports and correspondence; gather and obtain information from various sources including the public; provide information to the public concerning departmental or County operations; receive and record payments; operate a multi-line, modern telephone system; operate, copy machines, scanners, fax machines, computers, printers, microfilm equipment, and microfiche readers; train employees; attend meetings and prepare minutes; and prepare or complete a variety of forms and documents.

Office Assistant Ill is the advanced experienced level in the Office Assistant classification series. Incumbents at this level are expected to perform the most complex, difficult, and critical clerical work as determined by County management. Additionally, incumbents may assign, review, and coordinate the work of one to four employees. The Office Assistant Ill differs from the II level in that incumbents at the II level work with less independence and perform less complex and critical clerical work.

SAMPLES OF DUTIES:


Performs the most complex, difficult, and critical clerical work as determined by County management.

2. May assign, review, and coordinate the work of one to four employees. This includes monitoring workload, assuring timely assignment completion, answering procedural questions, and training employees.

3. Typing, data entry, word processing, filing, sorting, distributing and processing materials, checking documents for completeness, and maintaining various types of records.

4. Processes records and enters data on forms and into data systems; ensures forms or reports are complete, accurate, and filed with other agencies within time limits; and prepares personnel action requests, purchase orders, and requisitions.

Composes and edits reports and correspondence to assure clear, concise, and grammatically correct communication.

6. Transcribes dictation from a mechanical device.

OFFICE ASSISTANT III (Cont’d)


7. Gathers information from department records, books, and other reference sources.

8. Provides information to the public concerning departmental or County operations. This includes working at a reception desk; describing services provided; explaining application process and eligibility requirements; assisting in completion of forms or complaints; and directing the public to proper department or official.

9. Obtains information from the public by asking pertinent questions in order to determine the service, program, or person that should be seen.

10. Receives and records cash or check payments for fees, permits, fines or installments. This may include accepting payments through an automated system, operating a cash register and/or adding machine, preparing receipts and deposit slips, and balancing cash drawer to receipts.

11. Operates a multi-line, modern telephone system including screening, transferring, or referring calls, and answering questions.

12. Operates office equipment including copy machines, scanners, fax machines, computers, printers, microfilm equipment, microfiche readers, and other equipment,


14. Attends meetings and prepares summary minutes.

15. Explains clerical procedures and forms to administrative, professional, and technical staff. This may include bills, timesheets, and requisitions, timely filing of documents, and use of office equipment.

16. May translate to serve public needs. Translating may be oral or in written form.

17. May be required to operate a passenger vehicle in carrying out assigned duties.

18. May develop print materials such as announcements, letters, newsletters, etc.

19. May develop spreadsheets, tracking systems, and electronic filing systems.


Knowledge of:

> Basic office practices, procedures and terminology; > Modern office equipment; > Department practices, policies, and procedures necessary to train, and assign, review, and

coordinate the work of employees; > Correct grammar, spelling and punctuation; > Record keeping practices; > Alphabetical and numerical filing methods; > Principal and practices of effective customer service.

OFFICE ASSISTANT Ill (Cont’d)


> Perform the most complex, difficult, and critical clerical work; > Apply the policies and practices of a department; > Learn new work processes and procedures; > Assign, coordinate, and review the work of employees; > Operate modern office equipment including computer hardware, software, and Internet and

web-based applications; > Appropriately respond to requests and inquiries from the general public or other

departments; > Understand and carry out oral and written instructions; > Communicate clearly and concisely, both orally and in writing; > Train others in the department’s work procedures and methods; > Interact tactfully and courteously with the public, county employees, and other staff; > Establish and maintain effective interpersonal relationships at all organizational levels as

well as with the public; > Display a high degree of maturity, integrity and good judgment.


Experience: Three (3) years of full-time, paid clerical work experience.

License: Valid driver’s license may be required.

Note: Depending on the hiring departments needs, the ability to type 25 words or more per minute may be required.

JCN: 3080


2/14/11

OFFICE ASSISTANT II

’flRIIILi]

Under general supervision, performs a wide variety of clerical tasks; may train and orient employees; and performs related work as required.


The Office Assistant classification series is used in County departments to provide clerical services. Incumbents typically type, file, sort, and process materials; maintain and process records; compose and edit reports and correspondence; gather and obtain information from various sources including the public; provide information to the public concerning departmental or County operations; receive and record payments; operate a multi-line, modern telephone system; operate, copy machines, scanners, fax machines, computers, printers, microfilm equipment, and microfiche readers; train employees; attend meetings and prepare minutes; and prepare or complete a variety of forms and documents.

Office Assistant II is the experienced level classification in the Office Assistant series. Incumbents at this level are expected to perform assignments with a minimum of supervision and to adapt to changing work processes. This classification differs from the next higher level of Office Assistant III in that incumbents at the III level perform the most complex, difficult, and critical clerical work as determined by County management.

SAMPLES OF DUTIES:





4. Operates office equipment including copy machines, scanners, fax machines, computers, printers, microfilm equipment, microfiche readers, and other equipment.



OFFICE ASSISTANT II (Cont’d)


7. Composes and edits reports and correspondence to assure a clear, concise, and grammatically correct communication.

8. Transcribes dictation from a mechanical device.


10. Provides information to the public concerning departmental or county operations. This includes working at a reception desk; describing services provided; explaining application process and eligibility requirements; assisting in completion of forms or complaints; and directing the public to proper department or official.



13. Explains clerical procedures and forms to administrative, professional, and technical staff. This may include bills, timesheets, requisitions, timely filing of documents, and use of office equipment.




Knowledge of:

> Basic office practices, procedures and terminology; > Modern office equipment; > Correct grammar, spelling and punctuation; > Record keeping practices; > Alphabetical and numerical filing methods; > Principal and practices of effective customer service.

Skills/Abilities to

> Apply the policies and practices of a department; > Learn new work processes and procedures; > Operate modern office equipment including computer hardware, software, and internet and


departments; > Understand and carry out oral and written instructions; > Communicate clearly and concisely, both orally and in writing; > Train others in the department’s work procedures and methods;

Interact tactfully and courteously with the public, county employees, and other staff; > Establish and maintain effective interpersonal relationships at all organizational levels as


OFFICE ASSISTANT Ii (Cont’d)


Experience: Two (2) years of full-time, paid clerical work experience.


Note : Depending on the hiring department’s needs, the ability to type 25 words or more per minute may be required.

JCN: 3110


2/14/11 OFFICE ASSISTANT I

DEFINITION

Under immediate supervision, performs a wide variety of clerical tasks; and performs related work as required.


The Office Assistant classification series is used in County departments to provide clerical services. Incumbents typically type, file, sort, and process materials; maintain and process records; compose and edit reports and correspondence; gather and obtain information from various sources including the public; provide information to the public concerning departmental or County operations; receive and record payments; operate a multi-line, modern telephone system; operate copy machines, scanners, fax machines, computers, printers, microfilm equipment, and microfiche readers; train employees; attend meetings and prepare minutes; and prepare or complete a variety of forms and documents.

Office Assistant I is the entry level classification in the Office Assistant series. This classification differs from the next higher level of Office Assistant II in that assignments at the I level are subject to close supervision and review. As the entry level the Office Assistant I is typically responsible for carrying out the more basic clerical tasks.

SAMPLES OF DUTIES:





4. Operates office equipment including copy machines, scanners, fax machines, computers, printers, microfilm equipment, microfiche readers, and other equipment.



7. Composes and edits reports and correspondence to assure a clear, concise, and grammatically correct communication.

OFFICE ASSISTANT I (Cont’d)



9. Provides information to the public concerning departmental or County operations. This includes working at a reception desk; describing services provided; explaining application process and eligibility requirements; assisting in completion of forms or complaints; and directing the public to proper department or official.


11. May transcribe dictation from a mechanical device.




Knowledge of:

> Basic office practices, procedures and terminology; > Modern office equipment; > Correct grammar, spelling and punctuation; > Basic record keeping practices; > Alphabetical and numerical filing methods; > Principal and practices of effective customer service.

Skills/Abilities to

> Learn and apply the policies and practices of a department; > Learn new work processes and procedures; > Operate modern office equipment including computer hardware, software, and Internet and


departments; > Understand and carry out oral and written instructions; > Communicate clearly and concisely, both orally and in writing; > Interact tactfully and courteously with the public, county employees, and other staff; > Establish and maintain effective interpersonal relationships at all organizational levels as



Experience: One (1) year of full time, paid clerical work experience.


Note: Depending on the hiring departments needs, the ability to type 25 words or more per minute may be required.

JCN: 3125


6/14/99

SYSTEMS AND PROCEDURES ANALYST III

DEFINITION

Under general supervision, reviews and analyzes work processes to assure that systems and procedures utilized are efficient and effective; may coordinate departmental data processing activities with Computer Services; and performs related work as required.


The Systems and Procedures Analyst series is used in county departments with large numbers of complex manual and automated work systems. Conceptually, the classification series is oriented towards increasing the efficiency and effectiveness of departmental operations. This is accomplished by analyzing a department’s work processes and writing specifications for a manual or automated solution, and by coordinating efforts, and acting as a department liaison, with Computer Services.

Within this framework, the Systems and Procedures Analyst series is utilized to review and analyze departmental processes and procedures and recommend methods of improving system performance. Analysts may also coordinate data processing activities with Computer Services staff to assure effective and efficient utilization of departmental automated systems.

Systems and Procedures Analyst Ill is the advanced-level classification in this series and incumbents typically report to the manager responsible for automated systems within each department. This class differs from the Systems and Procedures Analyst II in that the incumbents of the Ill level have increased responsibility and latitude of judgement and are expected to perform assignments requiring greater initiative, independence, and experience. In addition, Systems and Procedures Analyst Ill incumbents routinely train lower-level professional and support staff. Systems and Procedures Analyst Ill differs from Senior Systems and Procedures Analyst in that the latter acts in a lead capacity over professional level staff. The Systems and Procedures Analyst series differs from the Programmer and Systems Analyst series in that the latter are responsible for development, program coding, adaptations, modifications and security of automated information systems throughout the County.

Incumbents of positions in the Systems and Procedures Analyst classification must posses the following attributes: strong organizational, administrative and analytical skills and abilities; effective oral and written communication skills; initiative and imagination; skills and abilities to independently plan and accomplish work assignments; knowledge of highly technical automated information systems and procedures; ability to develop and maintain effective interpersonal relationships; good judgement, high degree of initiative, maturity and integrity; and ability to maintain confidentiality.

SAMPLES OF DUTIES:


SYSTEMS AND PROCEDURES ANALYST III (Confd)


1. Reviews and analyzes departmental work processes and procedures to assure the most effective, efficient and economical utilization of automated systems.

2. Responsible for final quality assurance check and acceptance testing prior to approval to implement new processes and procedures.

3. Confers with departmental managers to identify problems and areas needing improvement.

4. May coordinate departmental communications and activities with Computer Services for installation, implementation, and maintenance of computer software/hardware.

5. May be assigned to work with Computer Services staff in feasibility efforts or in activities related to the definition of functional requirements for departmental systems.

6. May conduct work simplification studies.

7. Periodically reviews progress of new or revised work systems to assure complete and proper implementation.

8. May recommend that Computer Services conduct studies to determine feasibility of automating manual systems.

9. Maintains records and prepares reports and correspondence.

10. Develops and maintains application user manuals; documents work processes and develops operational standards and procedures; end-user application support.

11. May have lead responsibilities over lower level staff.


Education: Graduation from an accredited college or university with a bachelor’s degree in Business or Public Administration, Industrial Engineering, Information Systems, Computer Science, or a closely related field.

Experience: Two (2) years full-time, paid work experience equivalent to that gained as Systems and Procedures Analyst with Fresno County.

Substitution: Full-time, paid work experience involving the review and design of large manual work systems may be substituted for required education on a year-for-year basis.

License: Possession of a valid Class "C" California Driver’s License may be required.

Note: Recruitment may be limited to candidates with an education or experience background related to the specific position vacancy.

JCN: 2212

Documents

suo!;dposea peq IBUOIIBZ ue6io - Fresno County, California 4... · 2013-09-30 · Laura P. Basua Judith G. Case Vicki Crow Robed Dowell Eulalio Gomez Steven J. Jolly Retirement Administrator