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| WHOI
Position : |
Administrator
for the Office of the Vice President for Finance and Administration |
| Date: |
06/03 |
| Position
Code: |
2523 |
| EEO
Code: |
227 |
| Job
Summary: |
| Reporting
to the Chief Financial Officer/Vice President for Finance and Administration,
is responsible for the day-to-day operational management of the
office and coordination and management of the Institution's insurance
program. Supervises staff and prepares and monitors budgets. Works
closely wit the Chief Financial Officer and Trustees in maintaining
official files, preparing presentation materials and establishing
meetings and agenda. |
| Major
Duties: |
- Coordinates
the office of the Vice President for Finance and Administration
to include assuring the order and accuracy of the filing system,
setting up and co-coordinating Trustee and other meetings, maintaining
phone coverage, setting up meetings, conferences and travel
and preparing institutional financial documents.
- Prepares,
monitors and administers budgets for the Chief Financial Officer/Vice
President for Finance and Administration. Reviews budgets of
departments reporting to the Vice President on a monthly basis
and follows up on any variances. Maintains departmental budgetary
and payroll records.
- Supports
the Chief Financial Officer/Vice President for Finance and Administration
and the Executive Assistant in the preparation and distribution
of materials and presentation to the Board of Trustees and its
committees, to Vice Presidents, and to Institutional committees.
Maintains the official minute books of the Corporation. Coordinates
Trustee financial committee meetings.
- Primary
liaison and manager of the Institution's insurance program.
This includes assisting in preparing the insurance budget, maintenance
of all insurance schedules, coordination of the annual renewal
of all Institution policies, working with the insurance broker
and risk management advisors to ensure adequate coverage; reporting
and submitting claims and following up over-the-side program
including communication with WHOI customers and approval of
invoices; communication of issues or problems and troubleshooting.
- Maintains
the employee and trustee conflict of interest database and coordinates
the Trustee conflict of interest process.
- Maintains
substantial confidential communication and interaction with
Trustees and Senior Administrative members and Department Administrators.
Assists with problems and complaints coming into the office.
- Maintains
the Chief Financial Officer/Vice President for Finance and Administration
portion of the Finance and Administration website.
- In concert
with the Executive Assistant, coordinates with Institutional
lawyers, insurers, and outside consultants in the preparation,
monitoring, and reporting of legal cases against he Institution.
- Assists
in the preparation and/or editing of various documents including
reports, presentations and minutes of meetings for final internal
or external distribution.
- Responsible
for final approval of appropriate purchase requisitions, travel
authorizations and vouchers, payment requests and time reports
submitted to the Vice President for Finance and Administration.
- Performs
other duties as the supervisor may, from time to time, deem
necessary.
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| Job
Specifications (Knowledge, skills and abilities normally required
for competent performance in the job): |
| Bachelor's
degree and 3-5 years of experience in a not-for-profit environment
in an administrative capacity with exposure to senior management
and Trustees. Knowledge of trustee governance and record keeping,
budget preparation, and presentations. Mastery of Microsoft Excel,
Word and PowerPoint. Knowledge of or ability to learn Dream Weaver
or other web page software. Must have strong written and verbal
communication skills. |
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