The Massachusetts Office of the State Treasurer and Receiver General requires staff to have received COVID-19 vaccination as a condition of employment. To be considered fully vaccinated, individuals must have received two doses of the approved Pfizer/Moderna COVID-19 vaccine or single dose of the Johnson & Johnson COVID-19 vaccine. Finalists will be given details about how to demonstrate receipt of vaccination.

About the Office of the Massachusetts State Treasurer and Receiver General (“Treasury”)

Our mission is to manage and safeguard the State's public deposits and investments through sound business practices for the exclusive benefits of our citizens, and perform these duties with integrity, excellence, and leadership. Additionally, we strive to provide economic opportunity, stability, and security for every Massachusetts resident.

We are committed to excellence in recruiting, hiring, and retaining diverse and qualified individuals. We value the culture of diversity and professionalism in the workplace, and strongly believe that our workforce should reflect our community.

https://www.surveymonkey.com/r/FM68GFV

PURPOSE OF THE JOB:

Join a small, high-functioning team comprised of the Defined Contribution Plans staff. Assist the Executive Director, Director of Operations, and rest of the team in the daily administration, oversight and compliance of the Commonwealth's 457(b) SMART Plan, and the 401(k) CORE Plan for nonprofit employers, administered by the State Treasurer's Office.

• Intake new organization information to confirm Plan eligibility, ensure enrollment paperwork is in good order, and properly catalogued for Plan records
• Provide ongoing review and feedback of recordkeeper's onboarding procedures for new employers
• Work closely with the Auditor, Operations Analysts, 3(16) administrator and recordkeeper to resolve operational conflicts identified under annual compliance audits.
• Coordinate, review and reconcile administrative account deposit and expense activity
• Assist in presentations, outreach and marketing initiatives
• Review Plan communications pieces for accuracy

CUSTOMER SERVICE

• Engage with client organizations to request data.

OTHER DUTIES AND RESPONSIBILITIES:

• Maintain Plan records, meeting minutes and conespondence
• Develop and distribute open meeting notices
• Support Plan operations and projects as needed

SUPERVISORY RESPONSIBILITIES:

• N/A

QUALIFICATIONS:

• Bachelor's Degree or equivalent experience
• Excellent presentation, communication, organizational and customer service skills
• Demonstrated ability to contribute in a team environment
• Ability to develop working knowledge of plan rules, applicable governing laws and regulations
• Proficiency in Microsoft Excel and Word
• Proficiency in Adobe Acrobat

PREFERED QUALIFICATIONS:

• Interest in assuming a role with the potential for increased responsibilities over time
• Prior project management experience
• One to three years' experience in 401(k) and defined contribution plan administration, employee retirement benefits