Firm and Opportunity Overview:

We are a compliance and consulting firm that is looking to add another valuable member to our growing team. Our firm provides professional fiduciary management services to employers that sponsor a retirement plan. The right person should possess excellent communication and technical skills and have a passion for providing administrative support and collaborating with team members as we all serve our clients.

In this role, established processes and procedures must be followed with an understanding of the process workflow in order to recognize and resolve problems or discrepancies. Professional communication, time management, organizational skills, ability to prioritize tasks, meet deadlines, and switch gears quickly are necessary skills to fulfill the needs of this position.

There is an opportunity for growth with experience and professional skill development. Our firm offers a competitive salary and benefits based on education and experience.

Administrative & Operations Essential Functions:

• Work in an organized and efficient manner
• Work with attention to detail in all assigned tasks and responsibilities
• Maintain calendar for executive team, as requested
• Prepare for and schedule client meetings
• Prepare for and schedule internal meetings
• Participate in meetings
• Prepare reports and supporting materials
• Prepare spreadsheet and presentation materials
• Manage CRM and maintain client info and files
• Complete workflows, as assigned
• Manage client survey process
• Support the leadership and other team members
• Data entry and supporting documentation
• Assist in answering phones and directing calls
• Other responsibilities as may be assigned

Skills & Experience Requirements:

• Professional and welcoming demeanor in person and on the phone
• Professional oral and written communication skills
• Strong interpersonal skills
• Responsible and trustworthy
• Understands and respects the need for confidentiality
• Proficiency with office technology such as Outlook, Excel, Word, Adobe, etc., and in website and file storage navigation
• Organized and attention to detail
• Takes initiative
• Consistently follows through on all tasks and responsibilities
• Work well independently and as a team
• PREFERRED - experience in the retirement or financial services industry, but not required

Education:

• Associates or bachelor’s degree preferred, but not required
• REQUIRED - three to five years of experience in a professional office environment

Job Type: Full-time, Monday - Friday

Location: In office

Please submit your current salary range and availability to start date in a cover letter that accompanies your resume.

Job Type: Full-time

Schedule:

• Monday to Friday

Work Location: In person