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Retirement System Analyst

Oakland, California 94612 | Contract

Job ID: 56013 Position: Administrative/Clerical/Support, Human Resources Branch: San Ramon

Wollborg Michelson Recruiting is currently conducting a search for a contract Retirement System Analyst for one of our clients, a large transportation company in Oakland, CA. The Retirement System Analyst will be responsible for providing professional support activities; calculating retirement benefits, processing retirement payroll, reviewing/analyzing retirement applications, assisting with investment projects and monthly investment activities, writing memos; and may provide group and one-on-one retirement planning, and counseling to current employees and retirees.


Basic Job Responsibilities:
  • Calculates retirement benefits, reviews related materials; work histories and retirement alternatives for employees for review by Retirement System Administrator or Manager.
  • Supports activities related to disability retirement including the collection and dissemination of information from applicants, doctors, attorneys, and related parties; assigns cases to medical examiners; and reviews medical reports to ensure compliance with Retirement Plan rules.
  • Prepares reports and analyses for Retirement Board presentations and makes occasional presentations to the Retirement Board.
  • Assists Retirement System Manager in monitoring of investment managers and transferring funds between investment managers.
  • Assists Retirement System Manager in preparing annual Financial Statements, such as balancing and interpreting reports from investment managers and our bank.
  • Assists in the preparation and monitors Department Budget.
  • Compiles, reviews, audits, and verifies demographic data on employees and retirees used in the preparation of the actuarial valuation.
  • Works independently on complex special department projects.
  • Prepares and runs the entire 1099 process (reporting, balancing and systems interface).
  • Documents and updates procedures, supports compliance and analysis activities.
  • Inputs retiree data into Human Resources Information System.
  • Provides assistance in input, research, and troubleshooting payroll system errors.
  • May be required to temporarily replace or act in the position of the Retirement System Administrator. 


Minimum Qualifications:


  • Bachelor' s degree from an accredited college or university with a major in Finance, Accounting, Business Administration, Public Administration, or a related field.


  • A minimum of four (4) years of professional level experience in Retirement Administration, Human Resources, Finance or Payroll.

Demonstrated experience in one or more of the following areas: administering defined benefit plans, payroll, human resources/benefits, finance or accounting.

Sarah Sachs
Regional Staffing Manager

Sarah has spent over five years in the staffing industry and has treasured every minute of it! She enjoys building and creating long term relationships with candidates and clients. Sarah is dedicated, fun spirited, resourceful, and tenacious. She feels very lucky to be part of Wollborg Michelson with such a strong back bone of tenure and talent. Sarah is living her dream managing her team out of San Ramon. Outside of work Sarah enjoys spending time with her friends and family, watching sports including the San Francisco Giants and Pittsburgh Steelers, being outdoors, reading, and going to concerts.

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