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Retirement Plan Administration Assistant

Jordan & Associates Retirement Services

in Santa Rosa CA

We are seeking an enthusiastic self-starter to add to our team. The ideal candidate will possess strong  organizational and communication skills and be able to multi-task. Experience in a retirement plan administration environment a plus. Learn more about us at  www.jandaretirement.com
 

Essential Duties and Responsibilities:

• Assist Administrators with data entry, testing, distribution and loan processing, asset/trust reconciliation for qualified retirement plans
• Consistently provide a high level of client service
• Devise and document efficient procedures for processing of plan transactions under the guidelines dictated by the investment custodian and/or plan sponsor.
• Provide clear and concise communication regarding overall service expectations as well as procedures and time frames to clients related to questions that require further research and analysis.
• Successfully monitor and follow-up on assigned items
• Practice fundamental time management principles.
• Assist Consultants and Administrators with requesting and maintaining data from clients.
• Maintain filing, mail flow and document management systems according to existing office procedures.
• Maintain and update database and spreadsheet work logs, respond to inquiries on the status of plan activity.
• Communicate filing deadlines and status of data requests to Administrators.
• Complete special administrative projects with minimal supervision.
• Perform other duties and participate in special projects as assigned.

Minimum requirements:

• Excellent written/oral communication and organization skills
• Proficiency in Word, Excel, and Adobe
• Strong analytical and problem resolution skills
• Ability to attend to details  and work independently  with minimal work direction
• Ability to effectively coordinate daily workload with assigned special projects
• Ability to work in a team environment
• Ability to adapt to changing environment and shifting priorities of the company and clients
• Ability to work well under pressure with multiple priorities and deadlines
• Professional and positive attitude           

We offer  competitive compensation with overtime pay, 401(k) plan, health coverage, optional dental coverage, life, long-term disability insurance, paid vacation, sick and holiday pay, and more. This is a non-exempt position.

How to Apply

Please email resume to: ewittenberg@jandaretirement.com

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