Employee Retirement Fund Compliance Officer (Employee Retirement Fund [ERF] Dept.-Financial Team, Non-Civil Service)

1500 MARILLAmid

Legal & ComplianceCompliance Specialist

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Overview

Dallas is Growing. Grow With Us. Looking for more than just a job? The City of Dallas offers careers with purpose. With competitive benefits, growth opportunities, and a vibrant work culture,

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Legal & ComplianceCompliance Specialist

Dallas is Growing. Grow With Us.

Looking for more than just a job? The City of Dallas offers careers with purpose. With competitive benefits, growth opportunities, and a vibrant work culture,

we’re committed to helping you thrive while you help our city flourish. Be part of a team that’s committed to service, innovation, and community.

The Employee Retirement Fund Compliance Officer oversees the development and implementation of policies and procedures; establishes and continuously improves practices for an effective compliance program.

What We Offer

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1. Develops and periodically reviews and updates compliance policies and procedures.

2. Ensures that compliance issues/concerns within the organization are being appropriately evaluated and resolved.

3. Develops, implements, and conducts training materials and delivers processes for ERF staff.

4. Reviews plan documents for compliance with state and federal laws and regulations, stayed informed with all updates and incorporates changes to the policies as appropriate.

5. Reviews pertinent governmental filings of the Fund’s investment managers and custodian.

6. Reviews investment manager contracts and investment guidelines.

7. Ensures contract compliance for investment manager and follows investment guidelines.

8. Tracks and monitors all securities litigation where the Fund has an interest.

9. Reviews and recommends documentation procedures, such as Texas laws on records management.

10. Reviews internal operations as directed by the Executive staff in the areas of benefits, communications, finance, information technology, learning & development, and other.

11. Ensures compliance with open records and open meetings State laws on behalf of the Board (Public Information Coordinator) and ERF (Records Liaison Officer).

12. Manages a team of office assistants.

Requirements

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Education

Bachelor’s degree in business, communication, accounting, finance, investment, or information technology.

Experience

Ten (10) years of experience in management or executive leadership roles or 15 years in management/supervisory in the areas of communication, accounting, finance, investment, learning & development or information technology position.

Licenses and Certifications

Relevant professional certifications such as CEBS, CPA, CFA, or ITIL, depending on the assigned area.

Expert knowledge of laws and regulations of the ERF designated pension administration system.
Knowledge of Federal, Internal Revenue Service, and State laws and the Texas Government Code affecting Public Employee Retirement Systems.
Knowledge of qualified pension plans.
Expert skill in incorporating updates and maintaining documents.
Ability to draft, edit, and continuously improve high visibility documents.
Advanced knowledge of the Microsoft Office Suite.
Ability to communicate effectively, both verbally and in writing; ability to speak and present to larger groups.
Ability to organize, prioritize team duties, and work effectively in a flat organization environment.
Ability to establish and maintain effective working relationships with all levels of management, City of Dallas officials, vendors, service providers, consultants, other government agencies, other employees, and the general public.
Stellar track record of high ethical standards and code of conduct, honesty, integrity, and acceptance of personal responsibility.
Advanced knowledge of public-sector pension plan management best practices including Dallas City Code 40A.

Salary Range

The salary listed on this job posting is the starting salary range; amount offered will depend upon qualifications.

City of Dallas is an Equal Opportunity Employer.