Description

Posting Description

Essential Duties and Responsibilities:

• Accurately prepare daily transactions for trade file processing to meet daily cutoff times

• Responsible for proactive communication with clients and peers regarding all aspects of service delivery and client transactions

• Respond to client inquires in a prompt and professional manner

• Provide comprehensive administrative support to include participant statements, contributions, distributions, reconciliations and other matters requiring additional research and analysis

• Ensure all plan activity is in compliance with plan documents and applicable regulations

• Perform other duties as required

Knowledge, Skills, and/or Abilities:

• Detail oriented with demonstrated problem solving skills

• Strong oral and written communication skills

• Superior communication and interpersonal skills

• Ability to work in a team environment, and possess a strong desire to learn and grow within the organization

• Proficiency in Excel, Word and Outlook

Education and/or Experience:

• Bachelor's degree in accounting, business or mathematics, or equivalent background and experience

• Prior experience with retirement and/or 401(k) plans is preferred, but not required

Certificates, Licenses, Registration: None required

Physical Demand: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this Job, the employee is regularly required to sit; use hands to handle or feel and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand and walk. Specific vision abilities required by this job include close vision and distance vision.
2583654
Requisition #: 104613

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