1. society
2. work
3. retirement

X
PROPOSED
CURRENT
DUTY STATEMENT
EFFECTIVE DATE
May 4, 2015
BRANCH
POSITION NUMBER (Agency – Unit – Class – Serial)
Benefits and Services
815
-
864
-
5103
- xxx
DIVISION/UNIT
CLASS TITLE
Client Outreach and Guidance / Santa Clara MSC
Pension Program Analyst
INCUMBENT
WORKING TITLE
Vacant
CalSTRS Retirement Counselor
CalSTRS is dedicated to securing the financial future and sustaining the trust of California’s educators through customer
service, accountability, leadership, strength, trust, respect, and stewardship.
The Client Outreach and Guidance (COG) division is the principal area of the organization that develops,
delivers and coordinates educational services to CalSTRS members, employers and staff. The goal of COG is
to ensure that all members receive adequate, timely and accurate information in order to make sound
decisions regarding their CalSTRS benefits. Within COG, the Santa Clara MSC is responsible for conducting
in person workshops and benefit counseling sessions with CalSTRS members.
Under direct supervision of the Santa Clara Member Service Center Manager, the Pension Program Analyst
(PPA) performs a wide variety of tasks associated with providing retirement counseling to members
throughout the Bay Area. The incumbent must exercise a high degree of discretion, diplomacy, confidentiality
and initiative taking collaborative action to resolve issues as they arise. The position is located in the Santa
Clara Member Service Center. This position requires 30% travel.
% of time
performing
duties
Indicate the duties and responsibilities assigned to the position and the percentage of time spent on each. Group related tasks
under the same percentage with the highest percentage first. (Use additional sheet if necessary)
ESSENTIAL FUNCTIONS
35%
Benefits Counseling: under direct supervision, the PPA conducts individual and group
retirement benefits counseling interviews with CalSTRS members according to COG policies
and procedures; interpret and accurately explain the California Education Code, policy memos,
administrative directives, management memoranda, CalSTRS benefits and a range of CalSTRS
programs to a membership of varying degrees of program understanding; access CalSTRS
systems to retrieve, research and analyze member data to properly prepare for counseling
interviews and ensure the accuracy of information provided; utilize computer programs to
calculate retirement benefit calculations based on specific member information such as, but not
limited to, estimated retirement date, option beneficiaries and unused sick leave balances.
30%
CalSTRS on Campus Program: With manager’s guidance, responsibilities include design and
marketing of the CalSTRS on Campus throughout the Bay Area; plan school site visits and
coordinate the development and compilation of presentation materials; initiate, establish and
maintain business relationships with school campus principals and support staff to successfully
achieve CalSTRS on Campus program objectives. Determine appropriate workshops based on
school district employee demographics and feedback from school district staff; investigate new
avenues to deliver CalSTRS information to school district teachers such as during new
employee orientation, in-service days and district-wide communication tools; partner with school
campuses to effectively promote CalSTRS on-site visits utilizing flyers, handouts posters and
email notifications; evaluate CalSTRS on Campus program success by administering participant
surveys and feedback obtained from the school principal. Recommend CalSTRS on Campus
program improvements to COG management based on survey results and feedback received.
Promote CalSTRS member education opportunities to active teachers through school site visits
and attending education related conferences.
25%
Group Presentations: With manager’s guidance, the employee conducts retirement planning
workshops at locations throughout the Bay Area in groups ranging from 15 – 100 individuals.
Promote CalSTRS member education opportunities at various outreach events.
MARGINAL FUNCTIONS
POSITION NUMBER (Agency – Unit – Class – Serial)
Page 2 of 3
815-864-5103-XXX
10%
Project Participation: Participates as a team member with other CalSTRS staff in the research
and development innovations; participate on special projects that have substantial departmental
impact; represent the division or branch on cross-functional project teams. Analyze business
area needs, define business processes and develop necessary procedures. Provide assistance
to the COG training team in the development or updating of workshops.
COMPETENCIES
Core Competencies. All employees are responsible for understanding and demonstrating CalSTRS’ core competencies:
 Adaptability & Flexibility
 Communication
 Customer/Client Focus
 Teamwork
 Work Standards, Quality Orientation
Classification Competencies.
 Analytical Thinking
 Creative Thinking
 Ethics and Integrity
 Forward Thinking
 Managing Work
 Organizational Awareness
 Planning and Organizing
 Technical/Professional Knowledge and Skill
 Thoroughness
 Written Communication
INTERPERSONAL SKILLS




Interact successfully in a team environment.
Communicate successfully in a diverse community.
Communicate effectively with individuals from varied experiences, perspectives and backgrounds.
Deal with individuals in a tactful, congenial, personal manner.
WORK ENVIRONMENT OR PHYSICAL ABILITIES REQUIRED OF THE JOB (if applicable):
WORK ENVIRONMENT





Prolonged periods of standing, bending, sitting, kneeling.
Occasional overnight travel.
Work in a high rise building, in an open space environment.
Work in a confined/restricted environment.
Work hours may be various, such as shift work, weekends, evenings and holidays.
PHYSICAL ABILITIES



Ability to use a computer keyboard several hours a day.
Read from computer screens several hours a day.
Must be able to function rationally and deliberately under pressure situations in order to reach the best solution.
Responsible for promoting a safe and secure work environment free from discrimination, harassment, inappropriate
conduct, or retaliation. This will be accomplished by working with Human Resources to ensure federal or state laws and
rules and CalSTRS’ policies and processes are adhered to by staff. Responsible for taking a pro-active approach in
preventing Human Resources or Equal Employment Opportunity Program policy or process issues by responding
appropriately to employee concerns by elevating potential EEO or HR issues to the appropriate personnel. Responsible
for participating in mandated HR or EEO training workshops (i.e. Sexual Harassment, EEO, etc.).
Revised 2/2/2015
POSITION NUMBER (Agency – Unit – Class – Serial)
Page 3 of 3
815-864-5103-XXX
To be reviewed and signed by the supervisor and employee:
SUPERVISOR’S STATEMENT:
 I HAVE DISCUSSED THE DUTIES AND RESPONSIBILITIES OF THE POSITION WITH THE EMPLOYEE
 I HAVE SIGNED AND RECEIVED A COPY OF THE DUTY STATEMENT
SUPERVISOR’S NAME (Print)
SUPERVISOR’S SIGNATURE
DATE
Valerie Washington
EMPLOYEE’S STATEMENT:
 I HAVE DISCUSSED THE DUTIES AND RESPONSIBILITIES OF THE POSITION WITH MY SUPERVISOR
 I HAVE SIGNED AND RECEIVED A COPY OF THE DUTY STATEMENT
 I AM ABLE TO PERFORM THE ESSENTIAL FUNCTIONS LISTED WITH OR WITHOUT REASONABLE ACCOMMODATION
 I UNDERSTAND THAT I MAY BE ASKED TO PERFORM OTHER DUTIES AS ASSIGNED WITHIN MY CURRENT CLASSIFICATION,
INCLUDING WORK IN OTHER FUNCTIONAL AREAS AS BUSINESS NEEDS REQUIRE
EMPLOYEE’S NAME (Print)
EMPLOYEE’S SIGNATURE
DATE
Vacant
PERSONNEL ANALYST’S NAME (Print)
PERSONNEL ANALYST’S SIGNATURE
DATE
Debronna Sanders
Revised 2/2/2015