Clerk - Production k), and Market

Clerk I – Production

Department: Production

Reports To: Production Services Supervisor

FLSA Status: Non-Exempt

Pay Rate: $20.00 per hour

Reporting Office: Chico, CA

Work Arrangement: In-Person

Prime Pensions, Inc. is a well-established retirement plan administration and actuarial firm specializing in 401(k), profit sharing, defined benefit, cash balance, and other qualified retirement plans for employers across the United States.

Since 1975, Prime Pensions has provided customized retirement plan solutions with an emphasis on technical expertise, accuracy, and personalized service. Our team supports a wide variety of plan designs and investment arrangements while maintaining comprehensive oversight and quality standards throughout the administration process.

Prime Pensions has been recognized as a leading defined contribution plan administrator and as one of NJBIZ's Best Places to Work in New Jersey.

The Clerk I – Production provides essential clerical and administrative support to Prime Pensions' Production Services department. This position is responsible for preparing, compiling, organizing, and maintaining retirement plan documents, processing correspondence, supporting departmental projects, and tracking completed work to ensure accurate and timely completion of assignments.

The position also assists with document scanning and filing, mail processing, contribution and earned income letters, daily reporting, and general office operations.

The ideal candidate is highly organized, detail-oriented, dependable, and comfortable managing multiple administrative responsibilities in a deadline-driven environment. This position is well suited for someone with prior clerical or administrative experience who enjoys working with documents, maintaining accurate records, and supporting a collaborative office team.

• Assist with preparing, compiling, editing, copying, and organizing Production documents while meeting established quality standards and completion deadlines.
• Prepare and complete contribution letters, earned income letters, and other routine administrative correspondence.
• Assist with departmental projects, including census-related work, extension processing, and large mailing projects.
• Review documents for completeness, accuracy, and proper formatting before processing or distribution.
• Follow established Company procedures and applicable administrative requirements when preparing and processing documents.
• Assist with preparing and organizing materials for internal departments, Consultants, and other authorized recipients.
• Maintain accurate documentation of completed assignments and outstanding work.

• Scan, organize, and maintain client statements, miscellaneous documents, and historical records within designated electronic filing systems.
• Ensure documents are saved to the appropriate client folders using established naming conventions.
• Maintain organized electronic and physical filing systems.
• Perform accurate data entry, document updates, and routine administrative record maintenance.
• Assist with retrieving, organizing, and archiving client documents as needed.
• Handle confidential client, participant, and Company information in accordance with established procedures.

• Process incoming and outgoing mail and determine appropriate mailing and shipping methods.
• Sort, open, organize, and distribute incoming and interoffice correspondence.
• Assist with preparing outgoing correspondence, packages, and large mailing projects.
• Monitor the copy room and designated document-processing areas throughout the workday.
• Maintain supplies, replenish paper and other materials, and…