Common use of Primary Duties and Responsibilities Clause in Contracts

Primary Duties and Responsibilities. Prepares financial statements for internal and audit purposes, including balance sheet, income statement, and supporting notes. • Posts and reconciles ledger and journal entries, ensures invoices are approved and entered into the accounting system, prints cheques, ensures deposits are made and recorded, and ensures other financial record keeping is completed. • Prepares and administers operating and project budgets, working with the Executive Director and program and project coordinators. • Prepares internal financial forecasts, noting cost overruns, areas of under-spending, and overall anticipated financial position, within an eye to ensuring the Society remains close to financial break-even status. • Assists with the preparation of funding applications and with fulfilling funder reporting requirements. • Manages all aspects of payroll, including tracking staff vacation time and sick leave, maintaining the benefits plan, and preparing T4s. • Liaises with auditor, answering questions and preparing supporting documents and reports required by auditor in conducting the year-end audit. • Prepares year-end financial and administrative reports, including reports relating to WCB, GST, Registered Charity Return, and under the BC Society Act. • Supports office operations and efficiencies, including by purchasing and tracking office supplies and equipment, requesting service on office equipment and facility repairs, and tracking inventory of publications both onsite and at distribution warehouse. • Contributes to a culture of knowledge sharing and teamwork within the organization, such as by contributing to the intranet, participating in staff meetings, and providing backup support to other areas of activity on a periodic basis. • Takes an active role in developing their knowledge and skills. • Performs other duties as may be assigned from time to time in support of the operational efficiency of the organization. Position: PLEI ASSISTANT, PUBLISHING AND MEDIA Reports to: Publishing and Media Coordinator Updated: September 2015 Position Summary: This position assists in the design, development and delivery of publications and digital resources, maintains and updates the website, and supports the marketing and promotion of the organization's offerings.

Primary Duties and Responsibilities. Prepares financial statements for internal Assists in the design, development, and audit purposesdelivery of print publications and digital resources, including balance sheetediting for plain language, income statementliaising with subject matter experts, doing layout and mark-up, incorporating images, and supporting noteshandling production tasks and proofreading. • Posts Maintains and reconciles ledger and journal entriesupdates the website, ensures invoices are approved and entered into the accounting systemincluding writing, prints chequesediting, ensures deposits are made and recordedproofing, and ensures other financial record keeping is completedmonitoring site content, as well as assisting with updating the content management systems and plugins, troubleshooting technical issues, and enhancing the site layout and design. • Prepares and administers operating and project budgets, working with the Position: PLEI ASSISTANT Reports to: Executive Director and program and project coordinators. Updated: November 2021 • Prepares internal financial forecastsAssists in the design, noting cost overruns, areas of under-spendingdevelopment, and overall anticipated financial positiondelivery of video recordings, within an eye to ensuring the Society remains close to financial break-even status. • Assists with the preparation of funding applications and with fulfilling funder reporting requirements. • Manages all aspects of payroll, including tracking staff vacation time and sick leave, maintaining the benefits planwebinars, and preparing T4s. • Liaises with auditor, answering questions and preparing supporting documents and reports required by auditor in conducting the year-end audit. • Prepares year-end financial and administrative reports, including reports relating to WCB, GST, Registered Charity Return, and under the BC Society Actother educational programs delivered online. • Supports office operations the marketing and efficienciespromotion of the organization's offerings via developing website posts, including by purchasing and tracking office supplies and equipmentemail newsletters, requesting service on office equipment and facility repairsposters, annual reports, event-specific presentations, social media posts, and through other means. • Supports the use of plain language and consistent editorial and branding guidelines through the organization's publishing and marketing activities. • Supports the tracking inventory and analysis of publications both onsite usage data and at distribution warehousefeedback, as well as the monitoring of trends in online delivery of information. • Provides legal information to the public on the phone and through technology (for example, by email and via the website), helping to connect people with legal information or services that can assist them. Forwards all other public requests, where appropriate, to other PLS staff members or contractors. • Contributes to a culture of knowledge sharing and teamwork within the organization, such as by contributing to the intranet, participating in staff meetings, collaborating on the Department's documentation, and providing backup support to other areas of activity on a periodic basis. • Takes an active role in developing their knowledge and skills. • Performs other duties as may be assigned from time to time in support of the operational efficiency of the organization. Position: PLEI ASSISTANT, PUBLISHING AND MEDIA Reports to: Publishing and Media Coordinator Updated: September 2015 Position Summary: This position assists in the design, development and delivery of publications and digital resources, maintains and updates the website, and supports the marketing and promotion of the organization's offerings.. Primary Duties and Responsibilities: • Assists in the design, development, and delivery of print publications and digital resources, including editing for plain language, liaising with subject matter experts, doing layout and mark-up, incorporating images, and handling production tasks and proofreading. • Maintains and updates the website, including writing, editing, proofing, and monitoring site content, as well as assisting with updating the content management systems and plugins, troubleshooting technical issues, and enhancing the site layout and design. • Assists in the design, development, and delivery of video recordings, webinars, and other educational programs delivered online. • Supports the marketing and promotion of the organization's offerings via developing website posts, email newsletters, posters, annual reports, event-specific presentations, social media posts, and through other means. Position: PLEI ASSISTANT, PUBLISHING AND MEDIA Reports to: Publishing and Media Coordinator Updated: September 2015 • Supports the use of plain language and consistent editorial and branding guidelines through the organization's publishing and marketing activities. • Supports the tracking and analysis of usage data and feedback, as well as the monitoring of trends in online delivery of information. • Contributes to a culture of knowledge sharing and teamwork within the organization, such as by contributing to the intranet, participating in staff meetings, collaborating on the Department's documentation, and providing backup support to other areas of activity on a periodic basis. • Takes an active role in developing their knowledge and skills. • Performs other duties as may be assigned from time to time in support of the operational efficiency of the organization. Position: PLEI ASSISTANT, EDUCATION AND REFERRALS Reports to: Education and Referrals Coordinator Updated: September 2015

Primary Duties and Responsibilities. Prepares financial statements for internal and audit purposes, including balance sheet, income statement, and supporting notes. • Posts and reconciles ledger and journal entries, ensures invoices are approved and entered into the accounting system, prints cheques, ensures deposits are made and recorded, and ensures other financial record keeping is completed. • Prepares and administers operating and project budgets, working with the Executive Director and program and project coordinators. • Prepares internal financial forecasts, noting cost overruns, areas of under-spending, and overall anticipated financial position, within an eye to ensuring the Society remains close to financial break-even status. • Assists with the preparation of funding applications and with fulfilling funder reporting requirements. • Manages all aspects of payroll, including tracking staff vacation time and sick leave, maintaining the benefits plan, and preparing T4s. • Liaises with auditor, answering questions and preparing supporting documents and reports required by auditor in conducting the year-end audit. • Prepares year-end financial and administrative reports, including reports relating to WCB, GST, Registered Charity Return, and under the BC Society Act. • Supports office operations and efficiencies, including by purchasing and tracking office supplies and equipment, requesting service on office equipment and facility repairs, and tracking inventory of publications both onsite and at distribution warehouse. • Contributes to a culture of knowledge sharing and teamwork within the organization, such as by contributing to the intranet, participating in staff meetings, and providing backup support to other areas of activity on a periodic basis. • Takes an active role in developing their knowledge and skills. Position: SOCIETY ACCOUNTANT AND ADMINISTRATOR Reports to: Executive Director Updated: September 2015 • Performs other duties as may be assigned from time to time in support of the operational efficiency of the organization. Position: PLEI ASSISTANT, PUBLISHING AND MEDIA ASSISTANT Reports to: Publishing and Media Coordinator Executive Director Updated: September 2015 November 2021 Position Summary: This position assists in the design, development and delivery of publications and digital resources, maintains and updates the website, and supports the marketing and promotion of the organization's offerings. The position also responds to legal information requests by the public via telephone and email and forwards all other requests from the public, where appropriate to other staff members and contractors.