Key skills
CommunicationTime Management
About this role
Role Overview
- Answer and direct phone calls to appropriate person or department
- Monitor faxes incoming and outgoing
- Assist Accounts Receivable – letter preparation and calling clients about past due invoices
- Assist all internal departments with various clerical functions, report preparation and assigned projects
- Prepare and send routine blast emails via Pension Pro
- Maintain individual dashboard tasks assigned through Pension Pro
- Retrieve annual report downloads from various record-keepers
- Assist in the preparation of regularly scheduled monthly reports
Requirements
- General knowledge of office management systems and procedures
- Exceptional customer service skills a must (phone etiquette, etc.)
- Proficiency in MS Office (Outlook, MS Excel and MS PowerPoint)
- Excellent time management skills and the ability to prioritize work
- Attention to detail and problem-solving skills
- Excellent written and verbal communication skills
- Strong organizational skills with the ability to multi-task
- Experience in the Qualified Pension Plan field a plus, but not required
- Experience with DocuSign a plus, but not required
Benefits
- Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
- Easy access to mental health benefits to meet our team members and their families where they are.
- 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
- 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
- Paid parental leave to support all team members with birth, adoption, and foster.
- Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
- Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.