Administrative Specalist

Integrity; Norfolk (NE); On-site; USD 40,000 - 46,000; Full time

Job summary

Retirement Plan Consultants, a partner with Integrity Marketing Group, seeks an Administrative Specialist to support day-to-day admin for all departments in Downtown Norfolk, Nebraska. You will organize information, maintain disclosures, and prepare plan participant statements with accuracy and efficiency.

This fast-paced role requires attention to detail, strong organization, and the ability to work independently or with others.

Qualifications

• High attention to detail and a proactive, problem-solving mindset.
• Strong organizational and time management skills; ability to manage multiple priorities.
• Ability to work independently and collaboratively in a fast-paced environment.
• ASPPA Retirement Plan Fundamentals (RPF) certificate preferred but may be obtained after employment.
• Experience with Microsoft Office Suite.

Responsibilities

• Support all departments with administrative functions such as filing, data entry, and general office tasks.
• Accurate and timely data entry for various processes and retirement transactions.
• Maintain accurate documentation of plan and participant disclosures, fund performance metrics, and participant account statements.
• Set up and update Plan Contacts in all applicable software programs.
• Daily collection and distribution of mail and monitoring a shared email inbox.
• Manage and maintain accurate filing systems for all client records and documentation.
• Provide support with maintaining up-to-date documentation of systems and procedures.
• Handle the distribution of swag for Spring Training and Game Time.
• Assist Leaders with employee events and staff meetings
• Manage the recurring monthly and quarterly administrative maintenance tasks.
• Manage office supplies and inventory
• Manage breakroom supplies

Skills

Attention to detail

Organizational skills

Time management

Independent and collaborative work

Microsoft Office Suite

Education

ASPPA Retirement Plan Fundamentals (RPF) certificate

Tools

Microsoft Office Suite

Job description

About Retirement Plan Consultants

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.

About Retirement Plan Consultants

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 opportunities for advancement by providing the 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.

Job Summary

The Administrative Specialist plays a key role in supporting the day-to-day administrative functions for all departments and leaders, with expectations of fostering communication, consistency, and efficiency across departments. Responsibilities encompass organizing and preparing information to be used by other internal teams, maintaining required disclosures, generating account statements for plan participants, and more. This is a fast-paced position that requires a high level of accuracy and attention to detail and effective communication skills. While limited external client interaction is involved, your contributions are essential to ensuring we meet the needs of both our employers and their employees and maintaining the company's reputation for excellence in retirement plan administration.

Primary Administrative Responsibilities

• Support all departments with administrative functions such as filing, data entry, and general office tasks.
• Accurate and timely data entry for various processes and retirement transactions.
• Maintain accurate documentation of plan and participant disclosures, fund performance metrics, and participant account statements.
• Set up and update Plan Contacts in all applicable software programs.
• Daily collection and distribution of mail and monitoring a shared email inbox.
• Manage and maintain accurate filing systems for all client records and documentation.
• Provide support with maintaining up-to-date documentation of systems and procedures.
• Handle the distribution of swag for Spring Training and Game Time.
• Assist Leaders with employee events and staff meetings
• Manage the recurring monthly and quarterly administrative maintenance tasks.
• Manage office supplies and inventory
• Manage breakroom supplies

Primary Skills & Requirements

• High attention to detail and a proactive, problem-solving mindset.
• Strong organizational and time management skills; ability to manage multiple priorities.
• Ability to work independently and collaboratively in a fast-paced environment.
• ASPPA Retirement Plan Fundamentals (RPF) certificate, preferred but may be obtained after employment
• Experience with Microsoft Office Suite.

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.