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Executive Director

town of middleton, WI

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Job description

WREA Executive Director Job Description

Office Administration

accountable to the WREA Board of Directors

establish office hours in consultation with the WREA President

oversee the WREA office as outlined in the WREA Policy Handbook

negotiate contracts for equipment

review insurance requirements for the WREA

review all contracts on an annual basis

oversee the purchase of capital equipment

maintain confidentiality of membership records and other WREA business

respond to member requests and complaints

participate in Condo Association meetings and related Condo office issues

proficient in Word, Excel, Outlook, Power Point and Cloud based document receptacle

Staff Supervision

abide by personnel policies approved by the WREA Board of Directors

employ and terminate office staff as outlined in the WREA Policy Handbook

supervise office staff

conduct annual staff reviews

Fiscal Management

fiscally responsible to the WREA Board of Directors and the WREA Foundation Board of Trustees

oversee fiscal records, completion of Compilation Report, and the timely filing of all tax reports

work closely with the WREA’s banker, accountant and office staff in making financial decisions for both the WREA and the WREA Foundation

oversee and assure compliance with adopted budget

make recommendations for financial adjustments as may be necessary

primary responsibility in facilitating both the WREA and the WREA Foundation annual compilation

Association Meetings and Goals

develop a marketing plan for the association

assist in annual convention and delegate assembly planning

assist with meeting arrangements, agenda and program development for district meetings

WREA Board Activities and Committees

assume a leadership role in working with the WREA President, the WREA Board of Directors and Standing Committees to promote the WREA’s purpose, missions, goals and to implement policies and programs

accountable to the WREA President and the WREA Board of Directors

collaborate with the Team R.I.S.E. Committee in recruiting, retaining and regaining members

assure agreements with member benefit partners are honored

assist in agenda preparations

assist committees in goal-making and review

work with the WREA Board of Directors to develop policy

responsible for membership records: posting of new members, dues payments and membership status

Legislative Activity

lobby and prepare legislative testimony for hearings and attend hearings as needed

register as a lobbyist for WREA

assure that the WREA has liaisons to critical organizations, advocacy groups and agencies with common legislative interests

prepare legislative materials in coordination with the Legislative Committee

prepare legislative alerts on behalf of the Legislative Committee and the WREA Board of Directors

collaborate with the contracted WREA Lobbyist and the Legislative Committee to develop the survey for each biennial session

oversee the development of biennial legislative goals and priorities

meet regularly with SAA Board of Directors to determine legislative priorities

Communication Activity

oversee website updating

communicate pertinent information to members as needed

work in conjunction with member benefit partners on member communications

resolve member benefit complaints

develop resource materials as needed for association activities

oversee the production of all association printed and electronic materials

provide oversight and review of WREA communications and publications

assist with Leadership News, Red Apple Express, Green Apple Express, WREA News email blasts, and campaigns

oversee the Retirement Seminars and distribution of promotional materials

Litigation (when involved)

oversee litigation as directed by the WREA Board of Directors

work with WREA attorney in the coordination and analysis of legal proceedings

Outreach Activity

represent the WREA in all external matters

attend unit meetings as requested

provide information of interest to retired and prospective members

maintain relationships with other agencies, organizations and coalitions

monitor the Wisconsin Retirement System (WRS) and maintain contact with the Department of Employee Trusts Funds (ETF) and the State of Wisconsin Investment Board (SWIB)

maintain relationships with state agencies and other public officials for the association

assist in tabulating convention and district meeting evaluations

Issues Analysis

study issues pertaining to the WREA goals and purposes

initiate the development of organizational planning and activities regarding issues of critical interest to the WREA including pension, education, health care reform and economic security

As an employee of WREA, the Executive Director will perform other duties as assigned by the WREA President or Board of Directors.

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