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Assistant Administrator

NestEggs

in Jacksonville FL

NestEggs

POSITION SUMMARY

The Assistant Administrator is responsible for processing Contributions and Distributions for his or her assigned plans as well as tasks and responsibilities related to these critical functions. In addition, the Assistant Administrator will report to one or more Senior Administrators that handle technical and operational functions related to retirement plans and will assist as directed by the Senior Administrators. The position is essentially an apprenticeship toward becoming a Senior Administrator.

ESSENTIAL FUNCTIONS

  • Manages the Contribution and Distribution process for his or her assigned clients
  • Responsible for projects and high-level goals related to Contributions and Distributions
  • Supports Senior Administrators with operational tasks and plan maintenance
  • Communicates with Participants on Distributions and general inquiries
  • Documents processes and procedures that ensure accuracy and visibility. Improves controls and efficiencies whenever possible

POSITION QUALIFICATIONS
 

  • Flexibility to participate in a small-business team
  • Ability to work under the stress of deadlines
  •   ASPPA QKA & Series 65 or equivalent (Series 7 and 63 or 66) required for advancement to Senior Administrator

PERSONAL ATTRIBUTES

  • Collaborative, team-oriented
  • Career-Oriented, as demonstrated by continual self-improvement and learning
  • Ability to articulate and provide exceptional customer service
  • Willing to take ownership over responsibilities
  • Organized, efficient and great attention to detail 

How to Apply

Qualified Applicants should send resume, in confidence, to Blake@NestEggs.cc

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This ad has been viewed 547 times. It expires on 1/30/2018.

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