Financial Services Coordinator

The Financial Services Coordinator is responsible for operational assistance in administering the League’s various financial programs and services.

RESPONSIBILITIES AND DUTIES

Administrative support for the Director of Financial Services, Manager, Investment & Retirement Services, and the Financial Services Department. Analyze borrowers’ accounts to optimize the investment of proceeds and facilitate transfers for upcoming spending requirements. Review documents related to future tranches of the Florida Municipal Loan Council (FMLC). Facilitate payment of expenses related to FMLC. Coordinate all continuing disclosure filings for borrowers and maintain internal binders for each FMLC tranche. Perform arbitrage calculations for non-exempt borrowers, update data monthly from account statements, and produce the fiscal year current calculation book. Handle receipt of applications for various financial services programs and facilitate information flow to proper parties for follow-up. Assist with quarterly compliance monitoring of investment options available in the program. Maintain up-to-date files pertaining to the Florida Municipal Pension Trust Fund (FMPTF) members, including plan documents, summary plan descriptions, quarterly reports, participant data, policies, procedures, and amendments. Coordinate and assist the League’s accounting staff on related financial matters pertaining to its program administration with the FMPTF and other appropriate sponsored trusts or agencies. Perform other related duties as required.

KNOWLEDGE, SKILLS, AND ABILITIES

Knowledge of investment terminology, standards, and principles. Ability to use most computer software packages relating to financial analysis and related programs as well as general office equipment. Knowledge of Microsoft Suite, including Outlook, Word, Excel, and PowerPoint. Ability to manage and prioritize multiple tasks. Ability to work independently within established guidelines and exercise sound judgment and initiative as appropriate. Ability to communicate effectively with various personalities, both orally and in writing Ability to establish and maintain effective working relationships with department heads, managers, employees, and vendors.

TRAINING AND EXPERIENCE

Graduation from an accredited college, university, or equivalent with a degree in Finance, Business, or a related field. Some experience in pension and retirement programs, finance, investments, loan processing, or accounting preferred, or an equivalent combination of education and experience. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, or national origin. #J-18808-Ljbffr Florida League of Cities