Entry Level: 401(k) Plan Administration Assistant

JORDAN & ASSOCIATES RETIREMENT SERVICES; Santa Rosa (CA); Sur place; USD 37 000 - 44 000; Plein temps

Résumé du poste

Jordan & Associates Retirement Services in Santa Rosa, CA seeks an enthusiastic self-starter for data entry and administration of qualified retirement plans. You will handle client communication, data gathering, and documentation while supporting consultants and team members.

The role emphasizes accuracy, organization, and ability to work independently with checklists and procedures. Salary is hourly, with full-time hours and opportunities for growth within the firm.

Qualifications

• Excellent written and oral communication and strong organizational skills.
• Proficiency with MS Word, Excel, and Teams; PensionPro experience is a plus.
• Strong analytical and problem-resolution abilities.
• Ability to work independently using checklists and procedures.
• Detail-oriented while maintaining awareness of larger goals.

Responsabilités

• Assist with data entry and transaction processing for qualified retirement plans.
• Provide high levels of client service and coordinate with clients, teams, and consultants.
• Communicate service expectations clearly and document timeframes with clients.
• Monitor assigned items and follow through to resolution with clients and vendors.
• Manage data requests from clients and maintain filing and document systems.
• Update databases and logs; respond to plan activity inquiries.
• Complete special projects with minimal supervision.
• Support other duties and projects as assigned.

Connaissances

Communication skills

Organizational skills

MS Office

PensionPro

Analytical skills

Teamwork

Outils

PensionPro

Description du poste

Jordan & Associates is a Third Party Administration Firm (TPA). We specialize in the design and administration of qualified retirement plans (401(k), Profit Sharing, Defined Benefit). We are seeking an enthusiastic self-starter to add to our team. Our organization promotes growth and upward mobility from within and we sponsor educational credential programs. Experience in retirement plan administration or financial services is a plus.

• Excellent written/oral communication and organization skills
• Proficiency in MS Office including Word, Excel, and Teams, experience with PensionPro is plus.
• Strong analytical and problem resolution skills
• Ability to attend to details without losing sight of the larger goals ofJordan & Associates Retirement Services or our clients
• Ability to work independently using checklists, procedures, plan documents and reference materials with minimal work direction
• Ability to effectively coordinate daily workload with assigned special projects
• Ability to work in a team environment
• Ability to work well under pressure with multiple priorities and deadlines
• Professional and positive attitude

Essential Duties and Responsibilities:

• Assist with data entry, transaction processing, asset/trust reconciliation for qualified retirement plans (i.e. 401(k) profit sharing, defined benefit).
• Consistently provide a high level of client service while communicating with clients, other team members and consultants to address all client service issues and provide necessary research, problem solving and resolution support.
• Provide clear and concise communication regarding overall service expectations as well as procedures and time frames to clients related to questions that require further research and analysis.
• Successfully monitor and follow-up on assigned items, including seeing problems through to resolution and closure with clients and vendors.
• Practice fundamental time management principles.
• Assist with requesting and maintaining data from clients.
• Maintain filing, mail flow and document management systems according to existing office procedures.
• Maintain and update database and spreadsheet work logs, respond to inquiries on the status of plan activity.
• Complete special administrative projects with minimal supervision.
• Perform other duties and participate in special projects as assigned.

Job Type: Full-time

Salary: $27-32/hour