Pension Counselor Trainee

Philadelphia, PA Full Time
POSTED ON 4/29/2024

The City is hiring candidates with an interest in serving our workforce and their pension needs. Join the knowledgeable team at the Board of Pensions. Candidates must be able to learn pension code provisions and be able to apply regulations while demonstrating a professional, customer-centric manner. Three years of advanced level administrative experience or an associate’s degree can qualify you for this opportunity. We offer growth/advancement in the role every 1 to 2 years, generous benefits and free SEPTA transit. Apply by May 10, 2024. Please be sure to attach your transcript for the associate’s degree with your application or send by email to the analyst on this posting.

ABOUT THE POSITION
This is training level pension counseling work. Employees in this class learn to provide information on all aspects of retirement systems administered by the Board of Pensions, become knowledgeable in the provisions and applications of the Public Employees Retirement Code, and calculate retirement benefits and benefit estimates.
Employees gain expertise in retirement and disability case management, including transition of employees from active employment to retirement.
Work is performed under the general supervision of a technical superior.

Union Code
M. AFSCME D.C.33

FLSA Code
Non-Exempt

Application Procedures
CITY OF PHILADELPHIA APPLICATION INFORMATION

Thank you for your interest in employment with the City of Philadelphia. Please refer to the important information below regarding this job opportunity.

1. 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.

2. The analyst responsible for reviewing applications and additional documentation for this job opportunity is:

Erica Marable, SHRM-CP
Human Resources Professional 1
City of Philadelphia Office of Human Resources
1401 John F. Kennedy Blvd, Suite 1530
Philadelphia, PA 19102
215-686-0864
erica.marable@phila.gov


3. For all other inquiries please contact Customer Service at 215-686-0880 or email hrhelpdesk@phila.gov

Minimum Requirements

Minimum Training, Education & Experience
The 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.

OPTION 1
EDUCATION:

Completion of an associate degree program at an accredited college or university.

OR

OPTION 2
EDUCATION:

Education equivalent to completion of the twelfth school grade.

AND
EXPERIENCE

Three years of advanced level clerical or administrative experience at or above pay range 11 or EP 7.

Physical & Medical Requirements
Ability to physically perform the duties and to work in the environmental conditions required of a position in this class.

Required Licenses & Certifications

Other Requirements
TRANSCRIPT, LICENSES, REGISTRATIONS AND CERTIFICATION REQUIREMENTS
Candidates 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 document

Option 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 application

If 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 materials:

Erica Marable, SHRM-CP
Human Resources Professional 1
City of Philadelphia Office of Human Resources
1401 John F. Kennedy Blvd, Suite 1530
Philadelphia, PA 19102
215-686-0864
erica.marable@phila.gov

Equivalency Statement(s)

Application Details

Notes to Applicants
As 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 Offer:
Impact – 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-service

The 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/humanrelations



The 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 Equal Employment Opportunity / Affirmative Action Unit of the Philadelphia Department of Labor at 215-683-5085. 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.

As a condition of employment with the City, any person offered employment shall be required to certify that such person either is fully current on any and all debts, taxes, fees, judgments, claims, and other accounts and obligations due and owing to the City; or has voluntarily entered into a payment agreement with the City. For so long as the person is employed by the City, the amount of the payment as set forth in the payment agreement (not to exceed, for any pay period, twenty percent (20%) of the person’s gross pay for such period, without the person’s consent) shall be withheld from each paycheck until such payment agreement is fully satisfied.

Such person shall also be required to certify as a condition of employment that he or she is fully current on any and all debts, taxes, fees, judgments, claims, and other accounts and obligations due and owing to the Philadelphia Gas Works (PGW) or has voluntarily entered into a payment agreement with PGW.

Failure to enter into a payment agreement shall result in the cancellation of the appointment and removal from the certification. The name of the eligible candidate will be returned to the eligible list.

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.gov

ALL Applications must be received by the end of business on May 10, 2024.

Your application will be rejected, and you will be disqualified from competing in this examination if you:
1) Do not provide your complete and accurate social security number.
2) Attempt to practice fraud or deception in the preparation of this application

All 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/personnel
http://www.phila.gov/personnel/ExamsFAQ.html

Information concerning employment with the City of Philadelphia may be found at:
Facebook @PhilaOHR
Twitter @PhilaOHR
Youtube @PhilaOHR
NextDoor
Linkedin
ELIGIBLE LIST
OPEN-COMPETITIVE: Only an Open-Competitive eligible list will be established as a result of this examination. Permanent City employees will receive no promotional preference in 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.

RESIDENCY REQUIREMENT: Philadelphia residency is not required to submit an application. However, applicants must have established bona fide residency in the City of Philadelphia for one year prior to appointment.

PREFERENCE FOR PHILADELPHIA RESIDENTS:
Candidates 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 May 23, 2024, 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.

U.S. VETERAN’S PREFERENCE – Ten points for veteran’s preference will be added to the scores of eligible veterans who apply for open competitive tests and pass the examination. You must be honorably discharged from the U.S. armed forces. Attach a DD214, member 4, to your application if you wish your eligibility to be reviewed. Spouses of disabled or deceased veterans may also be considered.

LEGACY PREFERENCE – The children or grandchildren of Philadelphia Firefighters or Police Officers who were killed or died in the line of duty shall be accorded a preference in open competitive civil service entrance examinations. Candidates who qualify for this preference and who take and pass open competitive civil service examinations shall have ten points added to their final score. The candidate must successfully pass all parts of the examination before points are awarded.

NATIONAL VOLUNTEER SERVICE PREFERENCE – Up to 5 additional points will be added to the examination score of any candidate who has passed the open competitive examination and who has:

Successfully completed a term of volunteer service with Peace Corps, AmeriCorps NCCC (including FEMA Corps), or AmeriCorps VISTA.
Such candidates will be awarded five (5) points for the completion of a two-year term of service or three (3) points for the completion of a one year term of service.

B. Successfully completed at least 450 hours of service with AmeriCorps State and National (including Teach for America).

Such candidates will have:

  • 1 point added to their final score if they have completed 450 Hours of the above service.
  • 2 points added to their final score if they have completed 675 Hours of the above service.
  • 3 points added to their final score if they have completed 900 Hours of the above service.
  • 5 points added to their final score if they have completed 1700 Hours of the above service.

The candidate must successfully pass all parts of the examination before points are awarded.

Philadelphia School District Career and Technical Education Preference Points
For exams announced after May 1, 2023, excluding Police and Fire entry level exams, candidates who successfully pass the open-competitive examination shall have up to 5 points added to their final score in accordance with Regulation 9.0670.
Only those competitors who have a passing grade in an all parts of the examination shall receive additional credits to which they may be entitled. The following requirements must be satisfied for a candidate to receive additional credits for examinations.

1. Candidates must have completed and graduated from a career technical education (CTE) program of the School District of Philadelphia during the three-year period immediately preceding the examination announcement open date.
2. Candidates may claim the additional credit at any time after the date that the examination is announced until 30 days after the Established List of Candidates is approved by the Director or his/her designee.
3. If the 5 additional points from the CTE preference would rank a CTE graduate above a veteran, additional points shall be applied to the CTE candidate’s passing score to rank them directly below the veteran.
4. Candidates must submit adequate documentation including high school transcript with completion of CTE Program as required by the Office of Human Resources.

Projected Exam Date
This computer-based, multiple choice examination will be scheduled for May 23, 2024. Please note that this examination date is subject to change.

Candidates must have access to a desktop computer or laptop with internet access. If you do not have internet access, please contact the analyst Erica Marable listed on this announcement

An Eligible List will be established the week of June 10, 2024. Please note that this date may change.

Test Review
In accordance with Civil Service Regulation 9.091B, candidates will have 30 days after the results have been mailed to review their test and to file appeals to the key answers. Call 215-686-0880 if you wish to schedule a Test Review.

Assigned to (view only)

Assigned to
Erica Marable

Parts & Weights

Part
Computer-Based Multiple Choice Exam

Weight
100%

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