Data Technology Specialist
Under direction, performs a variety of complex systems and data audit tasks within CCCERA’s pension administration system (PAS); receives, reviews, audits, and posts all incoming data submitted by member agencies or entered into the system by CCCERA staff authorized to do so; reconciles a variety of demographic and financial transaction data within the systems; and performs related duties as assigned.
Supervision Received and Exercised
Receives direction from the Member Services Supervisor and/or Member Services Manager. Exercises no supervision over staff.
Class Characteristics
This class is distinguished from the Member Services Specialist and the Retirement Counselor/Senior Retirement Counselor classes by the performance of the full range of systems technical duties which include responsibility for the timely completion and transfer of data, and quality control with respect to the integrity of the data to be used by CCCERA and its member agencies.
Management reserves the right to make reasonable accommodations so that qualified employees can perform the essential functions of the job.
- Receives files from member agencies for import into CCCERA’s PAS; adjusts raw data files to ensure proper format; audit member submissions relative to data in the PAS; troubleshoots files to identify and resolve data errors; interfaces with staff in member agencies to verify and correct electronic data files; uploads member files to the PAS.
- Identifies factors contributing to recurring data errors; participates in researching errors to enhance and improve data flow, and to test and implement solutions which result in improved data accuracy.
- Performs system monetary validation and transfers; verifies monies received for purchases against calculated costs, and posts the receivable amount to the PAS; transfers retiree contributions; validates interest postings to employee accounts; transfers funds from purchase contracts and reciprocity transactions.
- Audits posted member accounts to ensure accuracy by reviewing and reconciling multiple data points between member files and the PAS records including, but not limited to, member demographics, earnings and wages, salary and deduction totals, contribution rates, and related transactions; balances imported files and adjusts data as needed; works with the Accounting Department to reconcile data posted into the PAS with the payments received.
- Maintains the member data within the PAS by ensuring that all information in the system is verified and entered in an accurate manner; researches and verifies information including, but not limited to, service credit discrepancies, contribution status, monetary corrections, and account adjustments.
- Collaborates with information technology staff on system changes, maintenance and upgrades, and the resolution of system errors; participates in project meetings; undertakes system testing within the Member Services Department.
- Audits, updates, and generates data for use in the preparation of CCCERA fiscal and operational statements, forms, and reports.
- Performs data entry for a variety of tasks related to member account maintenance.
- Performs related duties as assigned.
Knowledge of:
- Methods and techniques of importing and converting files to required format.
- Methods and techniques of auditing and reconciling system files and accounts.
- Operational characteristics of pension system databases.
- Principles and practices of database maintenance and testing.
- Intermediate to advanced level knowledge of Excel spreadsheet applications.
- Methods and techniques of troubleshooting data files, including query reports.
- Methods and techniques of data entry and retrieval.
- Accepted principles, practices, purpose, and operations of an Employees' Retirement System.
- Principles and practices of effective customer service.
- Principles and practices of maintaining confidential member records.
- Mathematical techniques.
- Modern office practices, methods, and computer equipment and applications related to the work performed.
- English usage, grammar, spelling, vocabulary, and punctuation.
Ability to:
- Perform a variety of database functions.
- Identify, troubleshoot, and correct data errors.
- Review, audit, and validate or correct system data.
- Perform accurate mathematical calculations.
- Organize own work, set priorities and meet critical deadlines.
- Learn and apply the applicable rules, regulations, policies, and procedures of the County Employees' Retirement Act of 1937 relevant to work performed.
- Maintain confidentiality.
- Operate modern office equipment including computers and specialized software applications relevant to work performed.
- Use English effectively to communicate in person, over the telephone, and in writing.
- Establish, maintain, and foster positive and effective working relationships with those contacted in the course of work.
- Demonstrate strict confidentiality, professionalism, integrity, and compliance with applicable laws and regulations at all times.
Education and Experience:
Any combination of training and experience that would provide the required knowledge, skills, and abilities is qualifying. A typical way to obtain the required qualifications would be:
Equivalent to the completion of the twelfth (12th) grade and two (2) years of experience as a Member Services Specialist; or four (4) years of increasingly responsible technical experience researching and reconciling records, performing calculations, accounting support, transaction processing, and database management.
Licenses and Certifications:
None.
Physical Demands
Must possess mobility to work in a standard office setting and use standard office equipment, including a computer; to read printed materials and a computer screen; and hearing and speech to communicate in person and over the telephone. This is primarily a sedentary office classification although standing in work areas and walking between work areas may be required. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard or calculator and to operate standard office equipment. Positions in this classification occasionally bend, stoop, kneel, reach, push, and pull drawers open and closed to retrieve and file information. Employees must possess the ability to lift, carry, push, and pull materials and objects up to 25 pounds with use of proper equipment.
Environmental Elements
Employees work in an office environment with moderate noise levels, controlled temperature conditions, and no direct exposure to hazardous physical substances. Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures.
Disaster Service Worker:
All Contra Costa County Employees’ Retirement Association (CCCERA) employees are designated Disaster Service Workers through state and local law. Employment with CCCERA requires the affirmation of a loyalty oath to this effect. Employees are required to return to work as ordered in the event of an emergency, therefore, employees must be residing within 200 miles of Concord, CA on scheduled work days.
Equal Employment Opportunity:
It is the policy of CCCERA to consider all applicants for employment without regard to race, color, religion, sex, national origin, ethnicity, age, disability, sexual orientation, gender, gender identify, gender expression, marital status, ancestry, medical condition, genetic information, military or veteran status, or other protected category under the law.
This position has 6 steps in the salary range. CCCERA generally starts new hires at step 1, or step 2 based on qualifications. The salary increase from step 1 to step 2 is assessed at 6 months and annually thereafter.
After an initial training period, CCCERA allows employees to request to work remotely up to 2 days per week. Everyone is required to work in the office on Tuesdays.
Additional Info
Job Type : Full-Time
Education Level : High School
Experience Level : 3-5 years
Salary : 7569.37
Job Location (City, State) : Concord, CA