What are the responsibilities and job description for the Retirement Plan Administrative Assistant position at Candidate Experience site?
At Cetera, we strive for continuous improvement and evolution towards excellence. To achieve this, we require the right individuals who can support and ensure our success. If you are proactive, adaptable to change, and thrive in a fast-paced and dynamic environment, the possibilities for advancement and success are limitless. We are currently seeking to add an Administrative Assistant to our growing Retirement Plan Administration team.
What you will do:
- 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 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
What you need to have:
- 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
Compensation:
The base annual salary range for this role is $20.00 to $21.00, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.
#LI-Hybrid
Salary : $20 - $21
