Fund Manager

Rochester, NY construction funds office seeks a Fund Administrator for three funds – Pension, Annuity and Insurance (the “Funds”).

Responsibilities will include the following:

• Planning, administering, and managing the daily operations of the three funds and staff.
  
• Represent interest of the Board of Trustees and operation of the Funds, manage personnel, coordinate efforts with contributing employers, participating Unions and representatives and ensure timely distribution of required reports and documents.
  
• Ensure controls in place in the Fund Office are functioning and suggest improvements.
  
• Participate in annual IT risk assessment as required by the Department of Labor and ensure follow-up/correction of any findings.
  
• Liaison between Trustees, professional advisors (consultant, counsel, accountant, actuaries, Investment advisors and other professionals), including prepare agenda and materials for monthly/quarterly meetings and substantive data relating to agenda, making recommendations on administrative items and Requests for Proposal (RFPs).
  
• Review/approve applications for death and pension benefits, pension calculations, member statements, invoices consistent with contracts, annuity withdrawals, health claims, as necessary.
  
• Maintain current contract file.
  
• Implement benefit changes with corresponding notices to contributing employers and participants.
  
• Coordinate preparation, filing and issuance of government reports, including W-4P, Form 5500, Form 990, Form 8955-SSA, Summary Annual Reports, PBGC Premium.
  
• Ensure timely distribution of Summary Material Modifications, Annual Notice to Pensioners of IRS Withholding, notices to Separated Vested participants.
  
• Annual tracking of missing participants.
  
• Maintain Fidelity Bonding and Fiduciary Liability Insurance on behalf of Fund and Trustees.
  
• Implement Fund Policy
  
• Review/approve all leases, financial disbursements, authorize banking transfers.
  

Knowledge of:

• Principles and practices of management and supervision;
  
• Principles and practices of budget development and administration;
  
• Principles and practices of strategic and/or program planning;
  
• Principles and practices of basic contract language;
  
• Rules, and regulations of ERISA/ Taft Hartley benefit plans;
  
• Methods and techniques used to conduct training related to plans.
  

Skills in:

• Managing and supervising staff;
  
• Organizing and prioritizing work;
  
• Resolving problems and making decisions;
  
• Providing effective customer service;
  
• Preparing and presenting oral and written communications/reports;
  
• Developing, implementing, interpreting, and enforcing rules, policies, and procedures;
  
• Conducting effective presentations;
  
• Performing accurate mathematical calculations/computations;
  
• Managing multiple projects simultaneously;
  
• Operating personal computers, including spreadsheet, database, word processing, excel, and other related software;
  
• Communication and interpersonal techniques as applied to interaction sufficient to exchange or convey information and to receive work direction.
  

Experience and Training:
Completion of course work equivalent to the academic requirements of a Bachelor’s degree in business administration, accounting, human resources, or a related area, experience managing and overseeing employee pension plan or related administrative activities or equivalent combination of education and experience sufficient to successfully perform the essential duties of the job.

Salary: $90,000 to $105,000 based on experience plus benefits.