Financial Services Coordinator

Florida League of Cities; Tallahassee (FL); Presencial; USD 50 000 - 75 000; Tempo integral

Resumo da oferta

Florida League of Cities is seeking a Financial Services Coordinator to provide operational support across its financial programs and services. You will analyze borrower accounts to optimize investments, manage filings for the Florida Municipal Loan Council, and coordinate payments and disclosures.

The role requires knowledge of investment terminology, proficiency with Microsoft Office, and the ability to manage multiple tasks with minimal supervision.

Qualificações

• Degree in Finance, Business, or related field.
• Experience in pension/retirement programs, finance, investments, loan processing, or accounting preferred.
• Equivalent combination of education and experience considered.

Responsabilidades

• 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 monthly data and prepare the fiscal year 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 FMPTF member files, including plan documents, reports, and amendments.
• Coordinate with the accounting staff on FMPTF program administration with trusts and agencies.
• Perform other related duties as required.

Conhecimentos

Investment terminology

Financial analysis

Microsoft Office

Time management

Written communication

Formação académica

Bachelor's degree in Finance, Business, or related field

Ferramentas

Excel

Word

PowerPoint

Outlook

Descrição da oferta de emprego

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.