Financial Services Coordinator: Investments & Compliance

Florida League of Cities; Tallahassee (FL); On-site; USD 50,000 - 75,000; Full time

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Investment terminology

Financial analysis

Microsoft Office

Time management

Written communication

Education

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

Tools

Excel

Word

PowerPoint

Outlook

Job description

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.