Funds Administrator


Buffalo, NY

Job Type


Web Site Address:


Job Description

Position Summary:

The Benefit Funds Administrator (Administrator) for the Sheet Metal Workers Local 71 Pension, Annuity and Industry Welfare Funds will serve under the direction of the Board of Trustees.


Duties generally include the oversight and management of day-to-day operations of the pension, annuity and welfare funds, while ensuring the funds are operating in compliance with Plan documents, and applicable laws and regulations.


In addition, the Administrator will provide certain management functions in respect to the Sheet Metal Contractors & Local 71 Joint Apprenticeship Committee (JAC), and Local Union No. 71 (Union), as directed by the Board of Trustees and Executive Board, respectively.



  • Oversight and management of the day-to-day operations to ensure operational compliance with Plan documents and applicable laws and regulations
  • Communicate regularly with the Board of trustees, members, office staff, employers, professional advisors and others
  • Approve benefit payments and administrative disbursements
  • Communicate with members regarding benefits as necessary, including review of complex calculations/claims and coordination of appeals with the Board of Trustees
  • Resolve member questions as necessary
  • Establish, monitor, and enforce internal policies and procedures to ensure prompt and accurate transaction processing
  • Periodically review and update processes and procedures as necessary to ensure efficiency and strong internal controls
  • Prepare regular financial and other management reports
  • Manage office staff, which includes providing training, feedback and communication while monitoring staff job performance and attendance
  • Propose salary and benefit increases for office staff for review and approval by Board
  • Attend and participate in Board meetings
  • Prepare presentations for Board meetings, including financial reports and other matters, and coordinate guest attendance at such meetings
  • Responsible for ensuring accounting records are in accordance with generally accepted accounting principles (GAAP)
  • Preparation of supporting schedules to external auditor to assist with annual audit and tax filings
  • Ensure accurate and timely completion of all governmental compliance and tax filings
  • Manage collection of employer contributions and delinquencies, which involve coordination and interaction with fund office staff, employer representatives, legal and others.
  • Develop internal procedures to perform employer payroll audits inhouse, while being in compliance with ERISA


Qualifications and Required Experience:

  • Bachelor's degree
  • MBA and/or CEBS certification a plus
  • Licensed Certified Public Accountant (CPA)
  • Experience with labor organizations and multiemployer Taft-Hartley benefit funds and understanding of governmental laws and regulations of such entities
  • Knowledge of generally accepted accounting principles (GAAP) for nonprofit organizations and employee benefit plans
  • Ability to communicate with contributing employers regarding collection of contributions
  • Excellent communicator with strong interpersonal skills and ability to interact well with office staff and management, Trustees, Union Officers, members, employers, and outside vendors and professionals.
  • Strong management and leadership skills required; able to coach, mentor, motivate and create improvement processes
  • Strong project management, analytical and problem-solving skills
  • Ability to manage several projects simultaneously while working to meet deadlines.
  • Excellent computer skills and technical aptitude with the ability to maximize the use of Microsoft office products as well various benefits systems.


Sheet Metal Workers Local 71

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