Retirement Plan Administration Assistant, (ACI)
Core
Assist Account Administrators with the administration of qualified retirement plans, including 401(k), profit sharing, defined benefit and cash balance plans.
Role type
Entry-level retirement plan administration assistant
Builds
Administrative support for client retirement plans
Domain
Financial services / Retirement planning
Required skills
Data entry, filing, mailing, Form 5500 filing assistance, census information gathering, loan and distribution form preparation, fund transfer instruction preparation, client communication, record maintenance, Microsoft Excel, Microsoft Outlook
Preferred skills
Prior experience with qualified retirement plans, CalcAir/Datair, Mandarin or Cantonese fluency
Technologies
CalcAir, Datair, Microsoft Word, Microsoft Excel, Microsoft Outlook
Responsibilities
Gather and organize census information, assist with compliance testing and Form 5500 filings, perform general administrative duties, support preparation of participant forms and reports, assist with fund transitions, review plan activity status, communicate with clients and advisors, maintain accurate confidential records
Seniority
Entry-level, training provided