Job Summary

Under the supervision of the assigned manager, the Retirement Auditor (Technician II) performs a variety of complex clerical, data processing and/or technical accounting work involved in developing, maintaining and auditing data sets specific to their department.

Distinguishing Characteristics

This is a mid-level position which requires consultation and collaboration with supervisor.  Technician II provides services primarily in the office.  Problem solving and the ability to communicate effectively in writing, the capacity to maintain personal demeanor during periods of peak workflow and perform efficiently within restricted time frames are critical factors for success in this position. This job is distinguished by its administrative support expertise in data systems and reporting, reviewing the work of others, and providing guidance in processes and procedures.  Activities may include site and administrative support, system development and records maintenance.

Examples of Essential Duties

• Assists the Retirement Specialist with auditing STRS and PERS monthly retirement reports submitted by Humboldt County education agencies for the purpose of reconciling.
• Maintains and develops files, audits and sorts documents, records, worksheets and reports;
• Makes arithmetical computations and reviews transactions for arithmetic correctness and compliance with legal requirements;
• Prepares complex monthly, quarterly, semiannual and annual reports;
• Assigns, trains or leads other personnel;
• Provides information to and seeks information from other county office employees, school district personnel, state, federal and county representatives, vendors and the public;
• Utilizes a variety of standard office equipment, including PC and mainframe computers and may be required to develop customized spreadsheets using proprietary or public domain accounting software.
• Monitor PUG group, and Escape Help email for questions to respond to
• Assist with Fiscal YE and Calendar YE workshops;
• Maintain up to date regulations and processes related to CalSTRS and CalPERS retirement systems

Employment Standards

Knowledge of:

• Departmental principles and practices
• Laws and regulations pertaining to specific duties
• The methods, practices and terminology used in manual, semi-automated, and automated departmental reports and data entry.
• Office practices, methods and procedures
• Computer database systems and computer-based software systems.

Ability to:

• Prepare, process and verify data and report information rapidly and accurately at an acceptable standard of efficiency and to meet assigned timelines
• Analyze information and statistics and prepare reports, specifications, and correspondence
• May make recommendations regarding improved procedures
• Operate office equipment and specialized software
• Follow written and oral instructions
• Work under limited supervision
• Prepare, organize and maintain records and files
• Present moderately complex technical information to individuals effectively.
• Professionally represent the office to other schools, businesses and agencies as necessary
• Adjust to changing work demands, including but not limited to: changes in procedures, technologies and fluctuations in workflow
• Communicate effectively orally and in writing and one-on-one in scheduled online meetings as needed
• Establish and maintain effective working relationships with those contacted in the performance of duties

Minimum Qualifications

Education and Experience

• Graduation from High School or equivalent and 2 years related experience, or
• Bachelor’s Degree in a related field and 1 year experience

Preferred Qualifications

• Experience working in a school district or county office of education.

Working Conditions

With or without accommodation, this position includes prolonged periods of standing or sitting, frequent walking, and occasional bending, stooping, and reaching. The employee must be able to lift, push, and pull objects up to 30 pounds. Visual and auditory abilities are required to perform essential job functions. Must be able to operate computers and other office equipment.

Other Requirements

• Must be fingerprinted and a satisfactory Department of Justice records check must be received by HCOE prior to employment.
• TB testing and/or risk assessment will be required upon employment.
• Other requirements as appropriate for the job responsibilities.

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.

Range 12 | Approved June 2025