Plan Administration Assistant

Essential Job Duties & Responsibilities: Ensure client database is updated Basic client communication and inquiries (general plan operations, eligibility enrollment)Documents all plan transactions during the year (loans, distributions, rollovers)Recognize and escalate advanced plan issues (corrections, control group, RMD)Perform annual review process for small pipeline of first year clients: Request and review all data, inquire about changes or potential issues from data provided Prepare plan financials and 5500 with all schedules Determine eligible employees based on census and plan document eligibility parameters Prepare and send work product Invite clients to sign 5500 and follow up as needed Organize client files on server as needed Other Projects as Needed Communicate additional billing for services outside of what is included in the annual fee Assist Plan Admin Level I and II employees as needed

Requirements: High school diploma or equivalent 3+ years of experience in the financial services industry Strong data entry and typing skills Intermediate to advanced Microsoft Excel skills Proficiency with Microsoft Office Suite Strong analytical, mathematical, and problem-solving abilities Excellent organizational skills and attention to detail Ability to manage multiple priorities while meeting deadlines Excellent customer service and communication skills Positive attitude with a collaborative, team-oriented approach Ability to work additional hours during peak processing periodsCRM experience (Salesforce preferred)Retirement Plan industry experience a plus

Core Competencies: Trust & Accountability Client-Centered Excellence Collaboration & Teamwork Communication Excellence Strategic Thinking & Problem Solving Adaptability & Learning Agility Organizational Skills Technical Expertise Time Management Attention to Detail