Forms Administration Specialist

Job Description and Duties Anticipated Interview Dates: We anticipate holding in-person interviews beginning the week of November 30, 2026. We look forward to meeting with you! Join the California Public Employees’ Retirement System (CalPERS) team. Do you enjoy working in a fast-paced environment? Do you enjoy helping members by addressing and resolving their concerns? The Retirement Benefit Services Division (RBSD) provides benefits that exceed $1 billion. Services include eligibility and calculation of service and disability retirements, pre- and post-retirement survivor benefits, adjustments, and ongoing maintenance of weekly and monthly benefits. Our Retirement Benefit Services Division – Forms Administration Unit is currently seeking an Office Technician (General) to process various retirement-related forms submitted by CalPERS members, retirees, beneficiaries and survivors. Duties include, but are not limited to:

• Reviewing various retirement forms to determine approval or rejection as prescribed in the Public Employees’ Retirement Law (PERL) and established policies and procedures
• Timely and accurate processing of various retirement forms in accordance with the unit’s performance metrics
• Responding to inquiries or requests for information from participants within the prescribed time frame
• Communicating verbally or through written correspondence to fulfill participants’ requests
• Processing the unit’s mail Telework Information: This position is eligible for a hybrid work schedule, with up to two days of remote work and three days or more onsite, per week.

Sponsorship:

This position is not eligible for visa sponsorship. Applicants must be authorized to work in the United States without the need for visa sponsorship. CalPERS does not participate in E-Verify for employment authorization purposes. Effective July 1, 2025, The California Department of Human Resources (CalHR) implemented the Personal Leave Program 2025 (PLP 2025). PLP 2025 directs that each employee shall receive a 3 percent reduction in pay in exchange for 5 hours PLP 2025 leave credits, monthly. The salary range(s) included in the job advertisement do not reflect the 3 percent reduction in pay. How did you hear about this position? Tell us in this brief survey.You will find additional information about the job in the Duty Statement. Minimum Requirements You will find the Minimum Requirements in the Class Specification.

• OFFICE TECHNICIAN (GENERAL) Additional Documents
• Job Application Package Checklist
• Duty Statement Department Information The California Public Employees’ Retirement System (CalPERS) is the nation’s largest public pension fund, providing retirement and health benefits to public employees, retirees, and their families. Headquartered in downtown Sacramento, we are a destination employer with an international reputation for leadership and innovation. At CalPERS, we’re committed to people – the people we serve, our team members, and the larger community around us. CalPERS is situated near the Napa Valley, San Francisco, Lake Tahoe, and other desirable destinations, and we offer competitive benefit packages, compensation, and opportunities for advancement. If you are interested in becoming part of a diverse and inclusive workforce where talent, experience, and expertise are valued, CalPERS invites you to apply for this employment opportunity. To find out more about our Diversity, Equity, and Inclusion efforts, visit our website! To take a look at CalPERS as a destination employer, view this YouTube video. Special Requirements Statement of Qualifications Please provide a Statement of Qualifications (SOQ) for the hiring manager’s review. Applications received without an SOQ or those that do not respond to the specific questions below will not be considered. The SOQ must be typed, titled “Statement of Qualifications,” and each response must be numbered and list all relevant experience, education, and training, including places of employment, dates, and duties performed. The SOQ must not exceed two pages in length.
• Based upon the duty statement, describe how your knowledge, skills and abilities make you the best candidate for this position.
• Provide your experience communicating decisions and determinations to customers.
• Provide your experience reviewing documents and determining the appropriate action to take. Minimum Qualifications All experience and education relating to the Minimum Qualifications (MQs) listed on the Classification Specification should be included in your application package to clearly demonstrate how you meet the MQs for this position. If you are using education to meet MQs, please include your transcripts with your application package. If you have a degree from outside of the United States, you must submit an evaluation of this degree to determine the US equivalency. If you need an evaluation, you can visit the National Association of Credential Evaluation Services (NACES) website to find organizations that provide these services. The Classification Specification is located on this Job Posting under "Minimum Requirements." Please Note: You will need to pass an examination to establish list eligibility prior to a final offer of employment. To find and take the Office Technician exam, visit CalHR’s CalCareers website. Need help with your state application, resume, Statement of Qualifications, or interview preparation? The CalPERS Career Services & Outreach team provides comprehensive support throughout the CalPERS hiring process. Our services include one-on-one online consultations for application assistance, Statement of Qualification review, and interview preparation. To schedule an appointment and receive personalized guidance from our team, please use the following booking link: CalPERS Career Services Consultations. Desirable Qualifications In addition to evaluating each candidate's relative ability, as demonstrated by quality and breadth of experience, the following factors will provide the basis for competitively evaluating each candidate:
• Experience working in a production environment where performance metrics are established to gauge success
• Detail oriented
• Organizational and effective time management skills to complete daily assigned tasks
• Experience of using a database in completing assigned workflows
• Verbal and written communication experience with all levels of internal and external customers
• Ability to adapt quickly to changes necessary to improve customer service
• Experience using MS Office Suite (Word, Excel, Outlook)

Benefits

CalPERS team members are eligible for a number of benefits. Health benefits and leave programs are available for most team members. Benefit eligibility may depend on length of service and collective bargaining agreements.

Some added benefits CalPERS offers include:

• Alternate Work Schedules
• Flexible Work Hours
• Onsite childcare facility
• Onsite fitness center
• Onsite café and nearby restaurants
• Free onsite parking available Mondays and Fridays, subject to change
• Free offsite parking available with shuttle service Tuesdays, Wednesdays and Thursdays For more details about employee benefits, visit the California Department of Human Resources website. Additional Information Live Scan Candidates not currently employed at CalPERS are required to submit to a criminal history review process utilizing Live Scan fingerprinting. CalPERS Disclosure Requirements If employed, you may be subject to rules imposed by Personal Trading Regulations and Conflict of Interest Code that apply to CalPERS team members, which require disclosure of certain investment information and use of a designated trading platform for securities transactions, as well as filing a Statement of Economic Interest (Form 700) Please do not include any confidential information on any documents in your application package. Confidential information that should be excluded or removed from these documents include, but is not limited to, your social security number, date of birth, marital status, personal photos, a copy of your driver’s license, equal employment opportunity data, examination scores, and LEAP status.