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Full Job Description
Principal Responsibilties
Financial
This position relates to the following internal positions:
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 resource operations
- Payroll and tax filing and reporting
- Track and monitor personal and sick leave
- Manage Employee Benefits
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
- Auditors - Provide information and supporting documents as requested
- Third Party Vendors - Relationship Manager
- Benefits Provides - Relationship Manager
Job Information
Job Category:
Other
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