Administrative Specialist: Plan Administration & Growth

integritymarketing; Norfolk (NE); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Training and education

Work-life balance

Advancement opportunities

Job summary

Retirement Plan Consultants, a partner with Integrity Marketing Group, seeks an Administrative Specialist to support day-to-day operations across departments. The role emphasizes accuracy, efficiency, and effective inter-team communication within our Norfolk, NE office.

The successful candidate will handle data entry, disclosures, plan statements, and event support, contributing to our reputation for excellence in retirement plan administration.

Qualifications

• High attention to detail with proactive problem-solving.
• Strong organizational and time-management abilities.
• Ability to work independently and with others in a fast-paced environment.
• 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.
• 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 & collaborative work

Communication skills

Education

ASPPA Retirement Plan Fundamentals (RPF) certificate

Tools

Microsoft Office Suite

Job description

Retirement Plan Consultants, a partner with Integrity Marketing Group, seeks an Administrative Specialist to support day-to-day operations across departments. The role emphasizes accuracy, efficiency, and effective inter-team communication within our Norfolk, NE office.

The successful candidate will handle data entry, disclosures, plan statements, and event support, contributing to our reputation for excellence in retirement plan administration.