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Member Services Representative

Department: Carpenter Training Center
Reports to: Executive Assistant to Assistant Director of Training
FLSA Status: Non-Exempt
Direct Reports: None

POSITION PURPOSE:
The Member Services Representative is responsible for assisting a large population of active and retired union members including their eligible dependents via in-person and telephone regarding their benefits including but not limited to Health and Welfare, Pension, Annuity, Scholarship and Vacation. This is a demanding, fast-paced environment. Strong in-person and telephone communication skills are required.

ESSENTIAL JOB FUNCTIONS
• Problem-solve issues regarding benefit eligibility, pension inquires and vacation inquiries in an effective and timely manner
• Review incoming documents for accuracy and completion, obtain missing information as necessary
• Maintain records of member interactions and transactions; record details of inquiries, comments, complaints, and details of actions taken
• Perform member verifications
• Follow HIPAA and organizational procedures for maintaining confidentiality; exercise independent judgment consistent with these guidelines
• Multitask and prioritize workload under tight deadlines in a demanding environment; must escalate appropriate issues to management in a timely fashion
• Learn from written material; review and refer to plan documents for assisting member
• Follow department procedures as outlined in the URBAN user guides and SOP’s

KNOWLEDGE, SKILLS AND ABILITIES:
• Bi-Lingual (English/Spanish) a plus
• Typing 45 -55 WPM
• Professional ability to manage high volume and high energy callers
• High School Diploma or equivalent is required; some college preferred
• Two (2) years’ experience in a customer service capacity is preferred
• Proficient in Microsoft Word, Outlook and Excel with ability to learn customer service software applications
• Ability to work under minimal supervision, independently and or as a member of a team
• Must be detail oriented with strong attention to accuracy

EEO Statement

The NYCDCC Benefit Funds are committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of race, color, religion, creed, national origin, or ancestry, sex, age, physical or mental disability, including gender dysphoria and similar gender-related conditions, gender, including pregnancy, veteran or military status, actual or perceived sexual orientation, gender identity or expression, including status as a transgender individual, predisposing genetic characteristics, genetic information, marital status, familial status, domestic violence victim status or any other legally recognized protected basis under federal, state, or local laws.

Physical Demands:

The essential functions of this position require the employee to regularly sit, talk and hear in person or by telephone and to operate computers and other office equipment. NYCCBF complies with applicable disability laws and makes reasonable accommodations for qualified applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, or to perform essential job functions of the job, please contact Theresa Iannizzi, Director of Operations, 212-366-7599, tiannizzi@nyccbf.org.

Apply:
To apply, please send resume to resume@nyccbf.org.

Benefits Processor

Department: Retirement Services

Position reports to: Manager Retirement Services

FLSA Status: Non-Exempt

Direct Reports: None

Essential Job Functions:

  • Review and assign all incoming pension mail from all sources in our mail tracking system (Maxx Vault) for processing
  • Review and data enter direct deposit information, W4-P and forward Beneficiary designation changes to the Welfare Dept.
  • Prepare QDRO request for Fund Attorney, log and email Fund Attorney for review
  • Send court certified QDROs to Fund Attorney for final approval
  • Send DRAFT Annuity QDRO’s to Prudential as needed
  • Review and update Overpayment Log including the mailing of overpayment letters to Participants
  • Perform clerical duties to include but not limited to: photocopying, faxing, mailing, phones and scanning
  • Annual Social Security Survey project management
  • Annual retirement verification project management
  • Order and maintain department supplies
  • Withdrawal Liability maintenance
  • Support staff in assigned project-based work
  • Contact Members as needed
  • Perform additional duties and projects as assigned by Management

EEO Statement

The NYCDCC Benefit Funds are committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of race, color, religion, creed, national origin, or ancestry, sex, age, physical or mental disability, including gender dysphoria and similar gender-related conditions, gender, including pregnancy, veteran or military status, actual or perceived sexual orientation, gender identity or expression, including status as a transgender individual, predisposing genetic characteristics, genetic information, marital status, familial status, domestic violence victim status or any other legally recognized protected basis under federal, state, or local laws.

Physical Demands:

The essential functions of this position require the employee to regularly sit, talk and hear in person or by telephone and to operate computers and other office equipment. NYCCBF complies with applicable disability laws and makes reasonable accommodations for qualified applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, or to perform essential job functions of the job, please contact Theresa Iannizzi, Director of Operations, 212-366-7599, tiannizzi@nyccbf.org.

Apply:

To apply, please send resume to resume@nyccbf.org.

Administrative Assistant

Department: Carpenters Training Center

Position Reports To: Executive Assistant to Assistant Director of Training

FLSA Status: Non-Exempt

Direct Reports: None

Position Purpose: The purpose of this position is to perform an assortment of administrative duties along with special assignments at the Carpenters Training Center.

Essential Job Functions:

  • In person and phone registration for over 20,000 + members for over 20 Journey level courses
  • Maintain wait lists for all courses
  • Notify apprentices and Journey level members for scheduled classes through e-mail, text message and voice calls. For specialty courses, notify members by mail.
  • File Journey level attendance sheets
  • Register members for MTA track and safety training
  • Assist all members with questions or concerns that they may have about their hours, classes, certifications, level, status, place on wait list, expiration dates, etc. and printing out their master reports as needed.
  • Assist any other employee or supervisor as needed.
  • Assist with conducting all orientations associated with the hiring of new apprentices.
  • Backup receptionist as necessary.
  • Create flyers for upcoming events and announcements at the Carpenters Training Center and distributing accordingly.
  • Data entry –students contact information, status, completed classes, and grades.
  • Maintain members email addresses so they can be notified of their class schedules.
  • Prepare and disperse robo-calls, text messages and emails for certain classes.
  • Preparing electronic reports required for T.R.A.I.N. and CTC administration as requested.
  • Prepare all class handouts, attendance sheets and forms for CTC classes.
  • Assist scheduling conflicts for apprentice classes and reschedule as necessary.
  • Various typing projects for staff and students (letters, student correspondence, memorandums, graduation lists. Etc.)
  • Assist with Shop Steward certification, class and evaluation inquiries.
  • Assist with Grandfathered certifications, paperwork and card printing for members.

Requirements/Education:

  • Associated Degree Preferred
  • 2-5 year administrative experience

Other Skills and Abilities:

  • Skilled in Microsoft Office programs including Excel, Word, Publisher, PowerPoint, Outlook, etc.
  • Excellent written and verbal communication skills
  • Ability to handle multiple projects and activities at once
  • Attention to detail
  • Ability to learn new technology systems
  • Experience with TRAIN preferred
  • Ability to attend special events, evening hours
  • Ability to travel for training

EEO Statement

The NYCDCC Benefit Funds are committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of race, color, religion, creed, national origin, or ancestry, sex, age, physical or mental disability, including gender dysphoria and similar gender-related conditions, gender, including pregnancy, veteran or military status, actual or perceived sexual orientation, gender identity or expression, including status as a transgender individual, predisposing genetic characteristics, genetic information, marital status, familial status, domestic violence victim status or any other legally recognized protected basis under federal, state, or local laws.

Physical Demands:

The essential functions of this position require the employee to regularly sit, talk and hear in person or by telephone and to operate computers and other office equipment. NYCCBF complies with applicable disability laws and makes reasonable accommodations for qualified applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, or to perform essential job functions of the job, please contact Theresa Iannizzi, Director of Operations, 212-366-7599, tiannizzi@nyccbf.org.

Apply:

To apply, please click Apply Now link on Indeed or send resume to resume@nyccbf.org.

Director of Finance and Investments

Taft Hartley Benefit Funds – New York City

The New York City District Council of Carpenters (“NYCDCC”) Benefit Funds (the “Funds”) are currently seeking a Director of Finance and Investments. This position reports directly to the Executive Director. The Funds provide comprehensive health, retirement, vacation and other benefits to over 25,000 working and retired carpenters — members of NYCDCC — and their families throughout the New York metro area. For more information about the Funds please visit https://nyccbf.org/.

The Boards of Trustees are responsible for establishing benefits, adopting rules and regulations, and overseeing the operations of the Funds, with the assistance of the Executive Director and several plan professionals. The Executive Director reports directly to the Boards of Trustees, manages the Fund Office and oversees the day-to-day activities of the Funds. The Funds exist for the sole benefit of NYCDCC members and eligible dependents. The mission of the Fund Office is to accurately administer the plans of benefits and deliver superior, timely service to members.

The Director of Finance and Investments will be responsible for managing and overseeing the daily operating activities of the Accounting, Information Technology (IT), Employer Services and Human Resources departments. The Director of Finance and Investments will be expected to develop, coordinate and implement best practice financial policies, procedures, systems/tools and internal controls. The Director of Finance and Investments will direct, coordinate and evaluate the development of financial information for the Executive Director and the Boards of Trustees.

The position will also require the Director of Finance and Investments to lead and manage professional and administrative staff in all areas of financial management of the Funds including all aspects of planning, reporting, managing, coordinating and directing personnel and activities such as budget development and execution, financial and investment reporting (including tax reporting), analysis, payroll and auditing. The Director of Finance and Investments will act as a liaison between the Fund Office, and coordinate information required by or from, various plan professionals (actuary, legal counsel, external auditors and investment managers) and governmental agencies.

Responsibilities

Responsibilities include but may not be limited to: 

  • Ensure that standard accounting principles are followed in keeping the Funds’ financial records and coordinate all tax reporting requirements and submission of all tax and government filings, including information required by or from outside professional advisors or governmental agencies.
  • Oversee and ensure timely and accurate preparation of various financial, investment and operating reports for review by the Executive Director and Boards of Trustees.
  • Monitor cash flow to ensure funds are sufficient/available to meet benefit, operating, and cash call/investment requirements.
  • Maintain and monitor all Benefit Fund cost-sharing allocations/arrangements and ensure timely reimbursements.
  • Oversee, seek approval of, implement and monitor the annual budgeting process for the Fund Office and Carpenters Training Center.
  • Lead the development and use of best practice policies, practices, and tools to ensure a well-controlled yet flexible organization with strong fiscal and project management skillsets.
  • Coordinate activities and information regarding investment performance updates, investment manager capital calls, and investment manager distributions with the investment consultant, Executive Director, Investment Committee, and Boards of Trustees when appropriate.
  • Maintain and coordinate all relevant investment documentation to support annual investment valuation chart review and updates regarding possible topics for the Funds’ Investment Committee and/or Board of Trustees.
  • Track operating and financial metrics to ensure efficient and financially sound operations, and seek opportunities to develop operating efficiencies to reduce costs. Act as a resource to all Senior Management in implementing and maintaining critical operating metrics and controls.
  • Act as a confidential resource to the Executive Director on various and ever-evolving matters
  • Ensure the maintenance and update of accounting software and other technology as needed, and assist in the evaluation, acquisition and implementation of accounting and other technologies/tools as needed.
  • Provides leadership, direction, development and support for direct reports and accounting staff members.
  • Provide project support as needed across all departments and ensure internal control protocols are properly communicated and monitored.
  • Maintain understanding of evolving tax, regulatory and reporting requirements (GAAP, GASB, IRC, ERISA, HIPAA, etc.) and other areas of fiduciary responsibility and maintain an open dialogue on these issues with legal counsel and auditors.
  • Monitor Grants department activities and ensure compliance with Federal reporting requirements.
  • Oversees and monitors custodian bank, financial institutions and financial advisors as needed, including compliance with contract terms.
  • Attend numerous confidential Board of Trustees and Committee meetings.

Requirements

The ideal candidate will meet the following requirements:

  • Work Experience: Minimum of ten (10) years of related progressive financial/accounting experience required; minimum of seven (7) years of senior-level experience required. Experience with employee benefits and Taft-Hartley/ERISA environment strongly preferred.
  • Educational Background: Bachelor’s degree in business, accounting or finance required; Master’s degree in accounting or MBA preferred. CPA certification required.
  • Special Skills or Credentials: Thorough knowledge of financial and accounting practices and procedures, including governmental regulations and reporting requirements; knowledge of legislation affecting employee benefit funds; familiarity with current accounting regulatory and tax issues required. The ideal candidate will also have demonstrated strong leadership and judgment skills, exceptional interpersonal and communication (written and oral) skills, including the ability to interact with Trustees, union, employers, outside professionals and service providers, be detail oriented, highly organized, have business acumen and strong analytical skills, including the ability to interpret operational, auditing, financial and investment information; ability to work collaboratively as well as act with a high degree of autonomy. This position requires the Director of Finance and Investment to be in the office located in New York City; it is not a remote position.

To Apply

The NYCDCC Benefit Funds offer a competitive salary and a comprehensive benefits package including healthcare and retirement benefits and paid vacation, holiday and sick leave. The Funds are an affirmative action employer and encourage applications from all qualified candidates regardless of gender, race, ethnicity, age, sexual orientation, marital status, religion, or disability.

To apply, please send your resume and salary requirements to atcresumes@segalco.com. Please include job reference code 1021NYCDCCIN in the subject line or with your application.

IT Project Manager (CTC)

Title: IT Project Manager

Department: Carpenters Training Center (CTC)

Reports to: Director of Training

FLSA Status: Exempt

Position Purpose:

IT Project Managers are responsible for overseeing all aspects of any project in a company’s IT department, which includes managing a team of employees to ensure projects are completed on time and within their specified budgets. Some of an IT Project Manager’s day-to-day duties include:

Essential Job Functions:

  • Setting project goals and coming up with plans to meet those goals
  • Maintaining project timeframes, budgeting estimates and status reports
  • Managing resources for projects, such as computer equipment and employees
  • Coordinating project team members and developing schedules and individual responsibilities
  • Implementing IT strategies that deliver projects on schedule and within budget
  • Using project management tools to track project performance and schedule adherence
  • Conducting risk assessments for projects
  • Organizing meetings to discuss project goals and progress

Requirements/Education:

  • Bachelor’s degree preferred
  • Five (5) years’ experience leading IT Projects

Other Skills & Abilities:

  • Advanced computer skills and in-depth knowledge of different operating systems, network administration and service desk administration
  • Project management and leadership skills for managing projects and the teams involved with them
  • Strong written and verbal communication skills to coordinate with team members and management and explain technical issues
  • Analytical and problem-solving skills to handle any issues that occur during project completion
  • Organization and time management skills to keep projects on track and within budget
  • Excellent resource planning and task scheduling skills

EEO Statement

The NYCDCC Benefit Funds are committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of race, color, religion, creed, national origin, or ancestry, sex, age, physical or mental disability, including gender dysphoria and similar gender-related conditions, gender, including pregnancy, veteran or military status, actual or perceived sexual orientation, gender identity or expression, including status as a transgender individual, predisposing genetic characteristics, genetic information, marital status, familial status, domestic violence victim status or any other legally recognized protected basis under federal, state, or local laws.

Physical Demands:

The essential functions of this position require the employee to regularly sit, talk and hear in person or by telephone and to operate computers and other office equipment. NYCCBF complies with applicable disability laws and makes reasonable accommodations for qualified applicants and employees with disabilities. 

Apply:

To apply, please click the link in Paylocity or send resume to resume@nyccbf.org.