Deferred Compensation Specialist

Job Description:

Deferred Compensation Specialist

Description

Introduction

THIS IS A NEW ASSEMBLED EXAMINATION. The eligible list resulting from this examination will cancel any existing list and may last approximately one year but can be extended.

Supplemental Questionnaire: A properly completed Supplemental Questionnaire must be submitted with each application. Failure to submit the Application or Supplemental Questionnaire will result in disqualification.

Applications and supplemental questionnaires must be in the possession of the Human Resource Services Department by 5:00:00 p.m. on the Last Day for Filing.

APPLICATIONS AND SUPPLEMENTAL QUESTIONNAIRE FOR THIS RECRUITMENT WILL ONLY BE ACCEPTED ONLINE.

DESCRIPTION

THE AGENCY
Treasurer-Tax Collector Department's mission is to provide County departments and all other depositing agencies with secured and convenient countywide central banking facility and countywide central banking facility and countywide treasurer administration services, including the investment of monies on deposit with Treasurer in the Treasurer's Investment Pool, provide real estate and personal property tax billing and collecting services, provide business licensing services in the unincorporated areas of the County, and provide in-house administration of the County's deferred compensation plan programs for eligible employees.

THE POSITION

Under general supervision, to provide professional-level plan administration of the countywide defined contribution plans, the 457(b) Deferred Compensation Plan and the 401(a) Employee Retirement Plan; provide knowledgeable guidance, plan information and ongoing assistance to plan participants, retired participants, eligible employees, beneficiaries, alternate payees and sub-plan organization’s operations staff; process a variety of complex deferred compensation documents subject to state and federal regulations and guidelines; and to perform other related duties as required.

The Deferred Compensation Specialist is a single position classification located only in the Alameda County Treasurer-Tax Collector. The employee is responsible for providing professional-level support to the Deferred Compensation Plan, including guidance to participants and members, and reports to the Deferred Compensation Program Manager who has oversight of the countywide program.

Deferred Compensation Specialist are distinguished from the lower level classification of Deferred Compensation Technician in that the latter performs specific technical paraprofessional duties in which they are required to have broad-based general knowledge of defined contribution plans sufficient to provide initial guidance to eligible employees, active plan participants, and retired plan participants in response to requests for information about the County of Alameda’s (County) Deferred Compensation Plan.

For more detailed information about the job classification, visit: Deferred Compensation Specialist (#1540)

MINIMUM QUALIFICATIONS

TO QUALIFY FOR THE COMPETITIVE ASSESSMENT PROCESS, YOU MUST MEET THE MINIMUM REQUIREMENTS BY FULFILLING ONE OF THE PATTERNS LISTED BELOW (I-II).

EITHER I

Education : A bachelor's degree from an accredited college or university.

AND

Experience : The equivalent of two (2) years of full-time experience in the classification of Deferred Compensation Technician, Retirement Technician, or in an equivalent or higher-level classification in the County of Alameda classified service.

OR II

Experience : The equivalent of three (3) years of full-time experience performing payroll or benefits administration work, that includes performing statistical accounting or fiscal work.

Substitution : Additional years of experience in patterns I and II may substitute for the required years of education on a year-for-year basis.

NOTE : The Civil Service Commission may modify the above Minimum Qualifications in the announcement of an examination.

KNOWLEDGE AND SKILLS

The most suitably qualified candidates will possess the following competencies:

Knowledge of :

• State and federal laws and regulations governing the defined contribution plans.
• 1937 Act County Employees Retirement Law.
• Practices and techniques of administrative analysis and report presentation.
• Financial record-keeping techniques.
• Complex mathematical functions and computations.
• Spreadsheet, computer applications, and data entry skills.
• Business communications.
• Correct usage of English, including punctuation, spelling, and grammar.
• Effective customer service techniques.

Ability to :

• Handle multiple tasks and prioritize work.
• Possess excellent oral and written communication skills.
• Read, comprehend, interpret, and apply laws, rules, regulations, policies, and procedures.
• Independently analyze complex records and situations and make timely, accurate decisions.
• Elicit required participant information to ensure proper adherence to established policies and procedures.
• Provide accurate guidance to participants and resolve disputes, perform complex mathematical calculations.
• Establish working relationships with other County department staff.
• Maintain professional relationships with the plan’s TPA and investment advisors.

EXAMINATION COMPONENTS

THE EXAMINATION WILL CONSIST OF THE FOLLOWING STEPS:

A review of applicants' application to verify possession of minimum requirements. Those candidates who possess the minimum requirements for the class will move on to the next step in the examination process. A review of the supplemental questionnaire to determine the best qualified that will be weighted as qualifying only (pass/fail). Candidates who pass the best qualified exam component will move on to the final step in the examination process. An oral examination which will be weighted as 100% of the candidates' final examination score. The oral examination may be administered virtually and may contain situational exercises.

Candidates must attain a qualifying rating on each portion of this recruitment.

WE RESERVE THE RIGHT TO MAKE CHANGES TO THE ANNOUNCED EXAMINATION STEPS.

Alameda County utilizes a Civil Service Selection System founded on merit. Such a system is competitive and based on broad recruitment efforts and equal opportunity for qualified applicants to test in an examination process designed to determine the qualifications, fitness and ability of competitors to perform duties of the vacant position. Many of our recruitments are targeted and specific to the needs of a current vacant position, in which case, the eligible list may be exclusively used for that current vacant position. Other recruitments may be more broadly used for both current and future vacancies, or for other alternate jobs with comparable scopes of work.

For more information on the Civil Service Selection process, please visit the “What You Need to Know” section of our website, www.acgov.org/hrs.

RECRUITMENT AND SELECTION PLAN

Applicants will be informed via email with reasonable notice in advance of any examination process which will require their attendance.

The following dates are tentative and subject to change based on the needs of the Agency:

TENTATIVE RECRUITMENT PLAN Deadline for Filing: 5:00:00 p.m., Monday, November 3, 2025 Review of Applications for Minimum Qualifications: November 5, 2025 Notification to applicants: November 7, 2025 Review of Questionnaire for Best Qualified: Week November 24, 2025 Civil Service Oral Examination: Week December 15, 2025 Notification of Exam Results: Week December 22, 2025 TENTATIVE SELECTION PLAN Department Selection Process: Early January 2026 *The combined oral examination/hiring interview, in addition to establishing an eligibility list, may serve as the final selection interview for vacancies in this classification. Candidates selected to participate in the oral exam will receive an email notification at least 10 business days in advance of the exam date.

WE RESERVE THE RIGHT TO MAKE CHANGES TO THE ANNOUNCED RECRUITMENT & SELECTION PLAN.

Alameda County and the Human Resource Services Department will make reasonable efforts in the examination and/or selection process to accommodate qualified individuals with disabilities and/or medical conditions in accordance/compliance with the State Fair Employment and Housing Act (FEHA), Federal Americans with Disabilities Act (ADA) Alameda County’s Reasonable Accommodation Policy and applicable statutes. To request an accommodation due to a disability/medical condition during this or other phases of the examination/selection process, please contact the assigned Human Resources Representative listed on the job announcement before the last date of filing. Alameda County requires applicants to provide supporting documentation to substantiate a request for reasonable accommodation. In order to qualify for a reasonable accommodation, applicants must have a disability/medical condition pursuant to the ADA, FEHA and applicable statutes.

For more information regarding our Reasonable Accommodation procedures, please visit our website, Reasonable Accommodation | HRS.

BENEFITS

The County offers a comprehensive and competitive benefits package that affords wide-ranging health care options to meet the different needs of a diverse workforce and their families. We also sponsor many employee discount, fitness and health screening programs focused on overall wellbeing. These benefits include but are not limited to*:

For your Health & Well-Being

• Medical - HMO & PPO Plans
• Dental - HMO & PPO Plans
• Vision or Vision Reimbursement
• Share the Savings
• Basic Life Insurance
• Supplemental Life Insurance (with optional dependent coverage for eligible employees)
• Accidental Death and Dismemberment Insurance
• County Allowance Credit
• Flexible Spending Accounts - Health FSA, Dependent Care and Adoption Assistance
• Short-Term Disability Insurance
• Long-Term Disability Insurance
• Voluntary Benefits - Accident Insurance, Critical Illness, Long-Term Care, Hospital Indemnity and Legal Services
• Employee Assistance Program

For your Financial Future

• Retirement Plan - (Defined Benefit Pension Plan)
• Deferred Compensation Plan (457 Plan or Roth Plan)

For your Work/Life Balance

• 12 paid holidays
• Floating Holidays
• Vacation and sick leave accrual
• Vacation purchase program
• Management Paid Leave**
• Catastrophic Sick Leave
• Pet Insurance
• Commuter Benefits Program
• Guaranteed Ride Home
• Employee Wellness Program (e.g. At Work Fitness, Incentive Based Programs, Gym Membership Discounts)
• Employee Discount Program (e.g. theme parks, cell phone, etc.)
• Child Care Resources
• 1 st United Services Credit Union

*Eligibility is determined by Alameda County and offerings may vary by collective bargaining agreement. This provides a summary of the benefits offered and can be subject to change.

** Non-exempt management employees are entitled to up to three (3) days of management paid leave. Exempt management employees are entitled to up to eight (8) days of management paid leave.

Conclusion

All notices related to County recruitments for which you have applied will be sent/delivered via email. Please add Noreplyalamedacountyhr@acgov.org, @jobaps.com, acgov.org and Noreply@jobaps.com as accepted addresses to any email blocking or spam filtering program you may use. If you do not do this, your email blocking or spam filtering program may block receipt of the notices regarding your application for recruitments. You are also strongly advised to regularly log into your County of Alameda online application account to check for notices that may have been sent to you. All email notices that will be sent to you will also be kept in your personal online application account. You will be able to view all of your notices in your online application account by clicking on the 'My applications' button on the Current Job Openings page.

Please take the steps recommended above to ensure you do not miss any notices about a recruitment for which you have applied. The County of Alameda is not responsible for notices that are not read, received or accessed by any applicant for a County recruitment.

NOTE: All notices are generated through an automated email notification system. Replies to the email box Noreply@jobaps.com and Noreplyalamedacountyhr@acgov.org are routed to an unmonitored mailbox. If you have questions, please go to our website at www.acgov.org/hrs . You may also contact the Human Resources Analyst listed on the job announcement for the recruitment for which you have applied.

Erika Beams, Human Resources Analyst
Human Resource Services Division, County of Alameda
Analyst Email Address Link: Erika.Beams@acgov.org | Phone: 510-272-6393
www.acgov.org/hrs

DISASTER SERVICE WORKER

All Alameda County employees are designated Disaster Service Workers through state and local law. Employment with the County requires the affirmation of a loyalty oath to this effect. Employees are required to report to work as ordered in the event of an emergency.

EQUAL EMPLOYMENT OPPORTUNITY

Alameda County has a diverse workforce, that is representative of the communities we serve and is proud to be an equal opportunity employer. All aspects of employment are based on merit, competence, performance and business need. Alameda County does not discriminate in employment on the basis of, race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or other non-merit factors protected under federal, state and local law. Alameda County celebrates diversity and is committed to creating an inclusive, and welcoming workplace environment.

Closing Date/Time: 11/3/2025 5:00:00 PM

Salary:

$44.06 - $56.23/hour; $91,644.80 - $116,958.40/year