General Description :
The DC Administrator supports the Defined Contribution consultants with administrative tasks.
Responsibilities : Assistance with record-keeping for client plans including :
Process distribution and loan requests so checks are sent within 7-10 business days of receipt, including transaction entry, payment processing, check register review, follow up with Wells Fargo as needed
Print, collate & perform word processing for administrative forms / manuals / letters
Input & file enrollment records, send participant welcome letters
Process & reformat payroll / census data files and assist in processing contribution deposits
Assist with preparation of reports for quarterly valuation packages
Accurate and timely recording of transactions and work logs
Sort / file fund account statements for team members
Log into participant call service lines daily and answer calls; log all calls in OLPS screen; return any messages within 4 business hours
Complete special projects as requested by consultants such as participant and client mailings
Sort mail for team and process returned mail
Knowledge, Skills and Abilities :
Associate or Bachelor’s Degree in Mathematics, Business, Finance or Accounting preferred
Computer literate - Knowledge of Windows environment, including Word & Excel
Detailed and organized
Strong attention to detail
Ability to stay organized and focused in a busy environment
Good oral and written communication skills
Personable and credible
Professional and dependable
Demonstrates cooperation and collaboration in a team setting
USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs.
USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time .
$40,000 - $45,000
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