Job description
Completes annual administration of retirement plans and trust accounts to include: interpreting legal document, participant distributions, loans, asset reconciliation from various investment provider platforms, and government reporting. Communicates directly with clients, advisors, internal staff and brokers in the above capacity.
Education and Experience:
- Associate's degree or a certification equivalent from a two-year college or university or equivalent combination of education and experience
- Two years related experience and/or training
Skills and Abilities:
- Ability to read and interpret documents such as procedure manuals and technical procedures.
- Ability to write routine reports and correspondence.
- Ability to speak effectively with both internal and external contacts.
- Ability to prepare excel spreadsheets, reconcile numbers and analyze financial data.
- Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
- Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
- Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
- Must have knowledge of advanced Microsoft Office applications, especially Word, Excel, Access and the ability to develop application software skills provided by internal training, within a reasonable time as determined by the Manager. Applications may include ASC, Adobe, DocStar, PensionPro and Goldmine (among other applications).
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