Financial Services Coordinator

Florida League Of Cities Inc; Tallahassee (FL); On-site; USD 50,000 - 55,000; Full time

Job summary

Florida League Of Cities Inc is seeking a Financial Services Coordinator in Tallahassee, FL. The role covers administrative support to the Financial Services team and hands-on analysis of borrower accounts and investment proceeds.

Responsibilities include handling FMLC payments, disclosures, and coordinating with FMPTF staff. A Finance/Business degree is preferred and experience in pension or retirement programs is a plus.

Qualifications

• Knowledge of investment terminology, standards, and principles.
• Ability to use computer software packages for financial analysis and general office tasks.
• Microsoft Suite familiarity (Outlook, Word, Excel, PowerPoint).
• Ability to manage and prioritize multiple tasks.
• Strong written and oral communication and ability to work with diverse stakeholders.

Responsibilities

• Provide administrative support for the Director of Financial Services and the Financial Services Department.
• Analyze borrowers’ accounts to optimize investment of proceeds and facilitate transfers.
• Review documents related to future tranches of the Florida Municipal Loan Council (FMLC).
• Facilitate payment of expenses related to FMLC.
• Coordinate continuing disclosure filings and maintain related files for FMPTF and FMLC.

Skills

Investment terminology

Financial analysis software

Microsoft Excel

Written and verbal communication

Independent work

Relationship building

Education

Finance/Business degree

Tools

Microsoft Office

Outlook

PowerPoint

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Full Time Regular Clerical Tallahassee, FL, US

Salary Range: $50,000.00 To $55,000.00 Annually

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.

**PLEASE DO NOT APPLY IF YOU ARE A SMOKER**