Pension Counselor 3

Announcement DetailsExam Announcement DetailsExam Title Pension Counselor 3Exam Number 2H45-20241223-53-00Salary $57,826.00 - $63,820.00 Per yearCertification Rule Rule of Five (5)Competition Department Only PromotionalDepartment 53 - Board of Pensions and RetirementAnnouncement Date 12/23/2024Close Date 01/05/2025General DefinitionThis is counseling work at the advanced performance level, providing training and technical guidance to employees who advise and inform individuals of the provisions and applications of the Municipal Retirement Ordinances. Reviewing the work of and providing technical oversight to a staff of pension counselors and clerical support staff engaged in advising and instructing individuals on the provision, ordinances, laws, and application of the City’s pension program as well as the computing of pensions are significant aspects of the work.Employees at this level may have rotating assignments between units as required, at the discretion of the Pension Board Director or Pension Program Administrator. The employee reports to a technical or administrative superior.Union Code M. AFSCME D.C.33FLSA Code ExemptApplication ProceduresCITY OF PHILADELPHIA APPLICATION INFORMATIONThank you for your interest in employment with the City of Philadelphia. Please refer to the important information below regarding this job opportunity.• You must complete the entire application process, provide accurate and up-to-date contact information, and submit all certifications, required licenses, and relevant documentation with each application or email the documents as an attachment to the Human Resources Representative listed below prior to the date of the exam.• The analyst responsible for reviewing applications and additional documentation for this job opportunity is:Jamie M. TrullOffice of Human ResourcesCity of PhiladelphiaHealth, Human Services, and Management Team1401 JFK Boulevard, Room 1530Philadelphia, PA 19102[t] 215-686-5561[f] 215-686-0861[e] Jamie.trull@phila.gov• For all other inquiries, please contact Customer Service at 215-686-0880 or email hrhelpdesk@phila.govMinimum RequirementsMinimum Training, Education & ExperienceThe following statement represents the minimum training and experience standards which will be used to admit or reject applicants for tests. Candidates must meet requirements within 30 days after the last date for filing applications.ANTICIPATED ELIGIBILITYCandidates who meet all eligibility requirements within 6 months of the application deadline will be admitted to this examination. Successful candidates will be placed on the eligible list but may not be hired or promoted until all requirements have been satisfied.• CIVIL SERVICE STATUS :Presently employed by the City of Philadelphia with permanent Civil Service status in the Board of Pensions and Retirement with a performance rating of Satisfactory or higher.AND• EDUCATION :Completion of an associate degree program at an accredited college or university.NOTE : Additional experience or industry related certification may substitute for the required education on a year for year basis.AND• EXPERIENCE :Three years of experience interviewing and counseling individuals or groups on the provisions of the City’s pension program.AND• SPECIFIC EXPERIENCE :One year of pension counseling experience at the full performance level.Physical & Medical RequirementsAbility to physically perform the duties and to work in the environmental conditions required of a position in this class.Other RequirementsRequired Licenses & CertificationsRequirementsTRANSCRIPT , LICENSES , REGISTRATIONS AND CERTIFICATION REQUIREMENTSCandidates MUST submit a copy of their official college or university transcript(s) indicating completion of the educational requirement and all required licenses, registrations, or certifications at the time of application. Transcripts MUST indicate conference of the appropriate degree. Candidates with a degree from foreign colleges or universities must submit proof of degree as certified by a professional evaluation service.Candidates MUST submit a copy of their license, registration, or certification.If you have ever submitted a paper transcript, license, registration, or certification for any City of Philadelphia civil service examination, you have to submit another documentOption 1 – Upload a paperless transcript, license, registration, or certification – One time only!You may upload documents into your account and attach a document with this application. Once the document is uploaded to your account, it may be attached to all future applications. Attaching your document will save you time and money if you apply for an examination in the future, and you will be assured that your transcript cannot be misplaced.Your documents should be uploaded and attached to your application before it is submitted. They cannot be uploaded or added to your application electronically after your application has been submitted.Option 2 – Submit a paper transcript, license, registration, or certification – Separate document required for each applicationIf you submit a paper copy of a transcript, license, registration or certification, the document will be used for this application only. You will have to submit documents again whenever you apply for an examination in the future. Paper documents will not be retained and will not be returned to applicants.Mailing Address For Paper Transcript And Other Required MaterialsJamie M. TrullOffice of Human ResourcesCity of PhiladelphiaHealth, Human Services, and Management Team1401 JFK Boulevard, Room 1530Philadelphia, PA 19102Equivalency Statement(s)An equivalent combination of education and experience determined to be acceptable by the Office of Human Resources.Application DetailsNotes to ApplicantsAs an employer, the City of Philadelphia values inclusion, integrity, innovation, empowerment, and hard work above all else. We offer a vibrant work environment, comprehensive health care and benefits, and the experience you need to grow and excel. If you’re interested in working with a passionate team of people who care about the future of Philadelphia, start here.What We OfferImpact – The work you do here matters to millions.Growth – Philadelphia is growing, why not grow with it?Diversity & Inclusion – Find a career in a place where everyone belongs.Benefits – We Care About Your Well-being.The City of Philadelphia is a Public Service Loan Forgiveness Program qualified employer.Learn more here: https://studentaid.gov/manage-loans/forgiveness-cancellation/public-serviceThe City of Philadelphia is an Equal Opportunity Employer and does not permit discrimination based on race, ethnicity, color, sex, sexual orientation, gender identity, religion, national origin, ancestry, age, disability, marital status, source of income, familial status, genetic information or domestic or sexual violence victim status. If you believe you were discriminated against, call the Philadelphia Commission on Human Relations at 215-686-4670 or send an email to faqpchr@phila.gov . For more information, go to: www.phila.gov/humanrelationsThe City of Philadelphia is committed to ensuring access to Civil Service examinations by providing appropriate accommodations for candidates with documented medical or religious reasons. Candidates may request an accommodation for a Civil Service examination by contacting the Office of Human Resources at 215-686-2350 or by email at janine.labletta@phila.gov . The accommodation process is interactive and requires cooperation and communication between the applicant requesting a test accommodation and the EEO Unit. Decisions will be made on a case-by-case basis using the required documentation that is submitted. Requests are to be made in a timely manner prior to the scheduled date of the Civil Service examination.Only an on-line application will be accepted for this exam. Paper applications will not be accepted.Computers are available in the 3-1-1 Walk-In Center located in Room 167 of City Hall (Weekdays from 9 AM to 5 PM) and at your local Philadelphia Free Library branch.For inquiries regarding City employment, contact the Office of Human Resources Monday through Friday between 8 AM and 4 PM by telephone at 215-686-0880 or by email at hrhelpdesk@phila.govALL Applications must be received by the end of business on 01/05/2025.Your application will be rejected, and you will be disqualified from competing in this examination if you:• Do not provide your complete and accurate social security number.• Attempt to practice fraud or deception in the preparation of this applicationAll correspondence and notifications will be sent to your e-mail address or postal address listed in the contact information (address, phone #, e-mail) of your account profile. Your contact information will be automatically updated each time you submit an application for employment. It is your responsibility to change your contact information and to ensure that it is correct.If you provide an e-mail address, all correspondence regarding this examination will be sent to you by e-mail. You should add Phila.OHR@phila.gov to your address book or list of trusted contacts to prevent notices from being marked as spam by your e-mail provider.Please call the Office of Human Resources at 215-686-0880 or email hrhelpdesk@phila.gov if you have any questions.Information concerning employment with the City of Philadelphia may be found at:http://www.phila.gov/personnelhttp://www.phila.gov/personnel/ExamsFAQ.htmlFacebook @PhilaOHRTwitter @PhilaOHRYoutube @PhilaOHRNextDoorLinkedinELIGIBLE LISTDEPARTMENTAL - ONLY PROMOTIONAL : Only a departmental promotional eligible list for the Board of Pensions and Retirement will be established as a result of this examination.Candidates who pass the exam and are placed on the civil service list will be retained on the list for a minimum of one year and a maximum of two years after the establishment of the Eligible List.Preference For Philadelphia ResidentsCandidates who have maintained a bona fide residence in Philadelphia for at least one year prior to the date of the civil service examination shall have priority over all other persons receiving an identical test score. If you have maintained a bona fide residence in Philadelphia for at least one year immediately preceding 02/03/2025, you are eligible to claim residency preference.To receive such preference, candidates must respond to the question regarding residence later in this form.The response on this application will be used to determine eligibility for preference for residents. Documentation of residence may be required if there is any question as to whether you meet the residency preference requirements.If an applicant does not respond to the appropriate residence question, it will be assumed that the applicant does not qualify for residence preference. Eligibility for residence preference must be determined by the date of the test administration. No requests for residence preference will be granted after the test administration.Projected Exam DateTraining And Experience EvaluationApplicants will be evaluated and scored based upon their training and experience credentials. Applicants will not be asked to appear to take a scheduled examination.Scores in the Training and Experience Evaluation will be based on documentation of education and experience provided by the candidate. To receive full credit for your education and experience, you should submit all relevant documentation including college transcripts, licenses, certifications, paid out of class documentation, etc. and provide a detailed description of your education, experience, and credentials.An Eligible List will be established the week of 02/03/2025. Please note that this date may change.Test ReviewIn accordance with Civil Service Regulation 9.091D, candidates may review their answer sheets and other test papers to determine if they have been scored correctly or if there has been an irregularity in the administration of the examination. Candidates will have 30 days after the results have been mailed to review their test and to file a written appeal. Call 215 686-0880 if you wish to schedule a test review.Assigned to (view only)Assigned to Jamie TrullParts & WeightsPart Training & Experience EvaluationWeight 90Part Seniority RatingWeight 10