| Return to Job Descriptions |
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| Executive
Secretary – Job Description |
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| Detailed
Job Description - click here |
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| Take
board and membership minutes |
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| Prepare
Treasurer’s Report and e-mail to Secretary for inclusion in AdvisorNotes |
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| E-mail
copies of minutes to State Executive Secretary for posting on Web Site, and
to Secretary for inclusion in AdvisorNotes |
| Maintain
stock of membership applications and reporting forms |
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| Keep
mailing lists up to date |
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| Respond
to association correspondence |
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| Bill
advertisers each fall for Advisor Notes |
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| Complete
new officer and committee chair form each spring and forward to State NLT 1
July |
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| Coordinate
with awards chair to ensure local members who qualify for NAIFA Industry
Awards have paid their dues |
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| Report
membership renewals to the membership chair |
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| Provide
Administrative support for committees |
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| Maintain
association records |
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| Process
membership forms |
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| Maintain
association funds |
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| Prepare
Annual Budget in Coordination with President Elect for submission at June
Board Meeting and approval at July Board Meeting |
| Ensure
an audit is performed prior to the new year |
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| Complete
Annual Report by 30 November |
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