What are the responsibilities and job description for the Assistant to the Chief Financial Officer position at SPJST?
Department: CFO Department
FLSA Status: Exempt
Reports to: Chief Financial Officer
This position is responsible for assisting the Chief Financial Officer with management of investments, claims settlement, and operations of the Investment Department.
Duties and Responsibilities
• Assist the CFO in managing operations of the Claims and Investment Department.
• Provide backup assistance with death claims, policy assignments, and processing of requests for power of attorney.
• Assist with research in evaluating real estate loans and preparation of a Loan Evaluation Checklist for submission to the Investment Committee.
• Responsible for permanent records of loan approvals and property sales to submit to the Executive Committee.
• Qualify as a notary to attest official documents.
• Assist with preparation of CFO Meeting Agenda and reports to the Executive Committee.
• Generate investment reports from the custodial account at USBank and assist with wiring of funds and cash transfers.
• Be available to provide advice with the process of certificate loans, Universal Life partial surrenders, surrenders, and annuity withdrawals.
• Be familiar with the servicing of real estate loans and processing delinquencies.
• Assist with the management of real estate owned by the SPJST.
• Monitor compliance with federal, state (TDI) and company policies, procedures, and regulations as requested by the CFO.
• All other duties assigned by the Chief Financial Officer
Education, Qualifications, Experience, Knowledge
• Bachelor’s degree in finance or accounting or work experience.
• Experience with Microsoft applications.
• Must have excellent planning and organizational skills.
• Ability to read and interpret documents.
• Skills in writing routine reports and correspondence.
• Interpersonal and communication skills and the ability to work with a wide range of personalities effectively.
• Familiarity with fraternal benefits society a plus.
Other Requirements/How To Apply
See physical and other requirements and instructions on how to apply at spjst.org/jobs