FT Assistant Executive Director - Beverly Retirement Board

Beverlyma; Beverly (MA); Hybrid; USD 83,000 - 93,000; Full time

Job summary

Beverly Retirement Board, part of the City of Beverly, is seeking a full-time Assistant Executive Director to support retirement operations and governance.

You will oversee elections, member inquiries, retirement estimates, and the processing of payroll deductions and transfers, ensuring accurate reporting to PERAC. Strong accounting, software, and regulatory knowledge are essential for success.

Qualifications

• Bachelor’s degree in accounting or business-related field and 3–5 years of related experience in MA Chapter 32 public retirement system.
• Strong accounting, financial reporting, analytical and problem-solving skills.
• Excellent oral and written communication and customer service abilities.

Responsibilities

• Serve as first point of contact for members and visitors; manage inquiries with high service levels.
• Process retirement estimates, member transfers, and related calculations.
• Oversee elections, payroll deductions/contributions, and monthly/annual closings for PERAC.
• Ensure accurate general ledger balance and year-end reporting.

Skills

Accounting

Financial reporting

Analytical skills

Oral & written communication

Education

Bachelor’s degree in accounting or business

Tools

Excel

Word

PTG software

Job description

Employment Opportunities

City of Beverly is an Equal Opportunity Employer

At the City of Beverly, we embrace building a more diverse workforce. We strive to attract, develop and retain a workforce that is as diverse as the residents we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, color, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and City of Beverly policies. To request a reasonable accommodation in the application process, contact City of Beverly, Human Resources Department.

FT Assistant Executive Director - Beverly Retirement Board

Beverly Retirement Board (BRB)

Duties:

• Serve as the first point of contact for visitors and callers.
• Serve as the election officer and manage all aspects of board elections.
• Respond to and satisfy member inquiries, exercising exceptional customer service skills.
• Counsel new members and process new membership applications to PTG.
• Responsible for processing the import of all member retirement payroll deductions/contributions.
• Attend monthly Board meetings and are responsible for meeting minutes.
• Manages mailings, scanning and supply ordering.
• Responsible for managing the research and computation of buyback, make-up and military calculations and maintain installments plans.
• Process and post member transfers, refunds and rollovers in PTG with accounting entries.
• Supervise the preparation, processing and maintenance of annual 3(8)(c) payables and receivables.
• Responsible for counseling retirement system members, explaining retirement benefits and the application process.
• Prepare, review, process and issue retirement estimates.
• Assist in retirement calculations.
• Participate in the monthly and year-end closings to allow for accurate and timely reporting to PERAC.
• Responsible for assisting in managing the balancing of all general ledger accounts.
• Responsible for comprehensively managing the timely and accurate processing, review and issuing of annual retiree 1099-R forms and Group 4 letters.
• Track dependents and seek proof of education credits.
• Responsible for assisting in the monthly Retiree Payroll and Cash Disbursements Warrants utilizing Pension Technology Group (PTG) software and retiree payroll/health insurance spreadsheets.
• Participate in the preparation and review of the Annual Statement to PERAC.
• Attend retirement trainings and stay current with PERAC regulations.
• Additional duties as assigned.

Required Qualifications:

Possess strong accounting and/or financial reporting skills, analytical and problem-solving skills, excellent customer service and oral and written communication skills.

Work is performed in a typical office environment. While performing the duties of this job, the employee is frequently required to sit and talk or hear. The employee must have the ability to reach, move and lift files weighing up to 25 lbs. The candidate selected must be willing to attend occasional training, seminars, workshops, and/or conferences for several days.

Education and Experience:

A qualified candidate must possess a bachelor’s degree in accounting or business-related field from an accredited college or university, plusa minimum of 3-5years of related experience within a MA Chapter 32 public retirement system. Strong knowledge of and working experience with MA G. L. Chapter 32, PERAC regulations, PTG software, principles of accounting and practices and investments and finance.

Must possess proficient Personal Computer skills: Microsoft Office Excel & Word; Pension Technology Group (PTG) software.

Category Full Time Opportunities Status Open
Salary Range: $83,000 - $93,000
Posted September 2, 2026 12:00 PM
Closing Open Until Filled