Principal Responsibilties

Financial

Adherence to investment policies and guidelines adopted by the Board,working closely with the Investment Committee, investment consultants,investment managers and staff.
Establish and monitor adherence to internal controls and procedures
Budget preparation and adherence
Financial reporting
Audit preparation and coordination; staff Audit Committee
Oversee tax reporting for client accounts
Secondary protocol for treasury functions
Special Board and Committee reporting
Other projects as needed

Human Resources

Relationships: This position reports directly to the Executive Vice-President/COO.
This position relates to the following internal positions:

President
Executive Vice-President / COO
Vice President Operations and Treasurer - Assist with responsibilities and complete duties when not in office. Secondary protocol.
All Staff

This position relates to the following external positions: