Job Title: Retirement Services Administrative Assistant
Department: Retirement Services
Reports To: Retirement Services Vice President
FLSA Status: Non-exempt
Summary The Administrative Assistant supports the Account Managers, Account Executives and Vice President in the service of retirement services clients with the efficient delivery of products, services and analysis in accordance with the clients’ strategies.
Scans documents and save to drive. Copies documents.
Proofread documents checking for proper grammar, spelling and sentence structure
Prepares, formats and binds presentations
Processes and updates employee applications online or manually
Checks spreadsheets for Account Managers and Account Executives
Maintain filing on a weekly basis
Assemble client presentation proposals and enrollment kits
Database management and maintaining client files (address updates, name changes/corrections, terminations)
Prepare contribution files and case deposit forms.
Log checks and correspondence for securities clients
Process sold case paperwork
Prepare employee communications for enrollment meetings
Process distributions and loans for third party administrators
Work on special projects as assisgned and contributes ideas for improvements in efficiency of workflow process
This job has no supervisory responsibilities.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience
Associate degree or six months related experience and/or training; or equivalent combination of education and experience. Basic understanding of excel and mathematical equations is highly desired.
Physical Demands 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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus.