Assistant Executive Director The Assistant Executive Director reports to the Executive Director and will support and assist the Executive Director in the daily operations of the Beverly Retirement Office and will perform the duties of the Executive Director in his absence. The Assistant Executive Director must maintain a thorough knowledge of Massachusetts General Law Chapter 32, current regulations of PERAC, BRB Supplemental Regulations and Policies & Procedures. The Assistant Executive Director provides service to all members, retirees and survivors, while also managing and performing day-to-day accounting and finance functions.
Duties:
Serve as the first point of contact for visitors and callers.
Serve as the election officer and manage all aspects of board elections.
Respond to and satisfy member inquiries, exercising exceptional customer service skills.
Counsel new members and process new membership applications to PTG.Responsible for processing the import of all member retirement payroll deductions/contributions.
Attend monthly Board meetings and are responsible for meeting minutes.
Manages mailings, scanning and supply ordering.
Responsible for managing the research and computation of buyback, make-up and military calculations and maintain installments plans.
Process and post member transfers, refunds and rollovers in PTG with accounting entries.
Supervise the preparation, processing and maintenance of annual 3(8)(c) payables and receivables.
Responsible for counseling retirement system members, explaining retirement benefits and the application process.
Prepare, review, process and issue retirement estimates.
Assist in retirement calculations.
Participate in the monthly and year-end closings to allow for accurate and timely reporting to PERAC.Responsible for assisting in managing the balancing of all general ledger accounts.
Responsible for comprehensively managing the timely and accurate processing, review and issuing of annual retiree 1099-R forms and Group 4 letters.
Track dependents and seek proof of education credits.
Responsible for assisting in the monthly Retiree Payroll and Cash Disbursements Warrants utilizing Pension Technology Group (PTG) software and retiree payroll/health insurance spreadsheets.
Participate in the preparation and review of the Annual Statement to PERAC.Attend retirement trainings and stay current with PERAC regulations.
Additional duties as assigned.
Required Qualifications:
Possess strong accounting and/or financial reporting skills, analytical and problem-solving skills, excellent customer service and oral and written communication skills. Work is performed in a typical office environment. While performing the duties of this job, the employee is frequently required to sit and talk or hear. The employee must have the ability to reach, move and lift files weighing up to 25 lbs. The candidate selected must be willing to attend occasional training, seminars, workshops, and/or conferences for several days.
Education and Experience:
A qualified candidate must possess a bachelor's degree in accounting or business-related field from an accredited college or university, plus a minimum of 3-5years of related experience within a MA Chapter 32 public retirement system. Strong knowledge of and working experience with MA G. L. Chapter 32, PERAC regulations, PTG software, principles of accounting and practices and investments and finance. Must possess proficient Personal Computer skills: Microsoft Office Excel & Word; Pension Technology Group (PTG) software. Interested applicants should submit resumes to jobs@beverlyma.gov
