Our client is a leading provider of retirement and pension services. Their plan administration business unit is growing and are looking to grow the team. This particular role will focus on the support of public pension funds based in SE Florida. The ideal candidate will live locally, as this individual will be attending board meetings and educational seminars about 25%.

Job Duties

Help schedule and attend all board meetings
Coordinate with Board professionals on agenda items, finalize all items for agenda packets, prepare agendas and post with the plan sponsor, prepare and distribute agenda packets
Prepare meeting notes to be used by the analyst for minute preparation
Ensure post meeting items are sent out within 8 days of the meeting date
Ensure all meeting action items are completed or noted in the upcoming meeting folder
Follow up on proposed Ordinances and oversee the proper filings have occurred
Set-up new client cards for all roles, complete tasks on the plan administrator card
Update custodian signature cards, as needed
Process all direction letters and ensure capital calls are processed by the due date
Assist in the preparation of board policies and procedures
Respond to inquiries by trustees, consultants, or sponsor staff
Ensure the Plan is administered in accordance with the Plan Document
Prepare annual budgets and actual expenses for police/fire plans (Florida plans)
Benefit counseling with members-determine eligibility, explain provisions, communicate proper timeline expectations
Discuss and give guidance on plan allowances for IDOs and marital settlement agreements for members going through a divorce
Work with the sponsor/actuary to obtain benefit calculations
Ensure required paperwork is completed for all retirement applications and distributions
Set-up benefit payments and changes with the custodian
Update the fund activity spreadsheet with new retirements/distributions
Collect information for annual plan audits
Review deliverables produced by the analysts/administrative assistant
Perform projects directed by the Board
Answer portal questions from members and/or trustees
Ensure all client deadlines are met
Peer review items on the Trello review board
Conduct pension workshops, as requested
Assist in the completion of new investment manager contracts (subscription agreements)

Meeks Resourcing Inc.

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Pension Administrator