DUTY STATEMENT - Resources Supplementary Content

1 X PROPOSED. CURRENT. duty STATEMENT EFFECTIVE DATE. BRANCH POSITION NUMBER (Agency Unit Class Serial). General Counsel 815 - 102 - 5157 - 002. DIVISION/UNIT CLASS TITLE. Operations staff services analyst (General). INCUMBENT WORKING TITLE. staff services analyst 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. Under the supervision of the staff services Manager II, the staff services analyst (SSA) will perform analytical work to support the General Counsel, Assistant General Counsel, Assistant Chief Counsel, Attorney IV, staff Attorneys and paralegals.

2 % of time Indicate the duties and responsibilities assigned to the position and the percentage of time spent on each. Group related tasks performing under the same percentage with the highest percentage first. (Use additional sheet if necessary). duties ESSENTIAL FUNCTIONS. 35% Serves as the central analyst for Legal services and Operations by providing analytical support and administrative coverage. Reviews incoming correspondence, telephone inquiries and meeting requests for priority and complexity/sensitivity.

3 Performs initial intake of requests for legal services in the case management system(s). Reviews and tracks legal services requests to provide the Assistant General Counsel updates on the workload of attorneys to analyze assignments, time frames and workload issues. Researches customer services requests. Maintains the legal services email account by reviewing inquiries and responding accordingly. Greets and directs visitors to appropriate staff . 35% Works with legal staff on analytical work, such as: researching, analyzing, drafting, formatting and proofreading correspondences and legal documents in accordance with legal departmental procedures, Office of Administrative Law policies/procedures, and in accordance with the style manual.

4 Maintains the docket and case management system(s) related to pending legal matters. Assists in the coordination of administrative hearings. Assists in the scheduling of appearances of witnesses, doctors and other subject matter experts. Provides support on sensitive matters, including coordinating, tracking and analyzing requests from outside counsel and internal investment officers and managers. Receives, tracks, and distributes multiple legal documents within short deadlines. Performs administrative research activities, including filing, storage and retrieval of documents and information.

5 Responsible for identifying and recommending potential administrative office and system improvements. 15% Coordinates weekly staff meetings. Assists with the preparation of travel plans to provide updates to legal and telephone conferences as needed. Develops and maintains internal office procedures as they pertain to Travel, BusinessDirect and training activities to be used division-wide for assistance. Reviews, analyzes, and inputs training requests into the Business Direct system for procurement and processing of payment after assessing the budgetary impact.

6 10% Provides back up assistance to legal analysts and to the administrative assistant to the General Counsel as needed. Assists in preparation of Board materials for meetings of the Teachers' Retirement Board and its committees, including miscellaneous office support filing, processing faxes, overnight mailings, and bate stamping. MARGINAL FUNCTIONS. 5% May participate in internal workgroups and cross-functional and enterprise-wide teams at CalSTRS as assigned. ADDITIONAL INFORMATION. POSITION NUMBER (Agency Unit Class Serial) Page 2 of 3.

7 815-102-5157-002. 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 Decision Making Diagnostic Information Gathering Ethics and Integrity Initiative Managing Work Technical/Professional Knowledge and Skills Thoroughness INTERPERSONAL SKILLS. Interact successfully in a team environment.

8 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. WORK ENVIRONMENT. Work in a high rise building, in a cubicle setting and open space environment. 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, coolly and deliberately under pressure situations in order to reach the best solution.

9 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.

10 Responsible for participating in mandated HR or EEO training workshops ( Sexual Harassment, EEO, etc.). 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. 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 .