Primary Duties
Administrative Specialist
You will serve as Administrative Specialist for assigned plan group of clients, handling all cross-department communications, workflow and review all paperwork as needed.
Primary Duties
- Complete administrative tasks for assigned clients
- Meeting daily deadlines through accurate and efficient data entry
- Scanning, creating/generating/updating, mailing, saving documents in electronic filing system and/or uploading documents to our website
- Executing updates to the website content.
- Key areas of focus:
- Create projects in Pension Pro for various projects
- Quarterly participant account statements
- Advisor logos and contact information
- Quarterly Performance data/FMMR/Model Returns
- Fiduciary Audit File Binders
- Lost participant searches
- Service and Custodial Agreements
- Closing of the House documents
- Annual Fee Disclosures
- Account reports, notice, forms, and other documents
- RK Only client setup in Engagement
- Bi-monthly reconciliation of Relius plan balances to website balances
- Daily monitoring of fund update emails in recordkeeper inbox
- Monitor work tray and tasks in PensionPro continuously and complete all tasks
- Daily collection and distribution of incoming/outgoing mail
- Advisor, Sponsor, and Participant notices
- Setup and Update Plan Contacts in all applicable software programs.
- Participant Enrollments
- Special projects
- Communicate timely and efficiently using various channels
- Serve as team’s back-up for cross coverage to meet department deadlines
- Work as a team to complete any Special Projects requested by leadership
Required Knowledge, Skills, and Abilities
Preferred Experiences/Skills
- Strong organizational skills & detail-oriented nature
- MS Office applications (Intermediate level)
- ASPPA Retirement Plan Fundamentals (preferred, but can be obtained after employment)
Compensation Details
Base pay may vary depending on experience.
Benefits
What We Offer You
At Retirement Plan Consultants, an Integrity Company, we include benefits that make work-life more fun with more peace of mind for you. These benefits include but are not limited to:
- Generous PTO and holiday schedule, PLUS extra time off for community service and your birthday
- Competitive Compensation
- Multiple health insurance plans to choose from
- Integrity-paid HSA contributions for eligible health plans
- Employer 100% match of first 3% of Retirement fund contribution per paycheck (after 1 month)
- Employer 50% match of 4th and 5th% of Retirement fund contribution per paycheck (after 1 month)
- Employee ownership program, which grants meaningful ownership in Integrity’s ongoing success
- Opportunity for growth
Our Company
Retirement Plan Consultants, a partner with Integrity Marketing Group, has been in Downtown Norfolk, Nebraska since 2008. Our office services over 1,800 plans and 17,500 participants for companies across the United States. We are focused on providing a customized plan to assist participants on their way to retirement and in doing so, have established an outstanding reputation for quality service.
We believe in the growth of our employees and provide opportunity for advancement by providing training and education needed to be successful. Retirement Plan Consultants offers big-city careers while encouraging community engagement and work/life balance. We are looking for individuals who fit our workplace culture and take pride in having a “service personality” with expert knowledge.
Hours worked:
The following are guidelines of typical hours needed to complete the work during the year. The hours needed may vary depending on workload.
- Primary hours will be normal trading business hours (7:30-4:30) working 40 hours per week.
- During certain seasons some overtime may be necessary, ranging from approximately 41-50 hours when approved by management.
How to Apply
Apply today at our website:
https://retirementplanconsultants.bamboohr.com/careers/68