K Administrator

General Description

The DC Administrator supports the Defined Contribution consultants with administrative tasks.

• Process distribution and loan requests so checks are sent within 7-10 business days of receipt, including transaction entry, payment processing, check register review, follow up with Wells Fargo as needed
• Print, collate & perform word processing for administrative forms/manuals/letters
• Input & file enrollment records, send participant welcome letters
• Process & reformat payroll/census data files and assist in processing contribution deposits
• Assist with preparation of reports for quarterly valuation packages
• Accurate and timely recording of transactions and work logs
• Sort/file fund account statements for team members
• Log into participant call service lines daily and answer calls; log all calls in OLPS screen; return any messages within 4 business hours
• Complete special projects as requested by consultants such as participant and client mailings
• Sort mail for team and process returned mail

• Associate or Bachelor’s Degree in Mathematics, Business, Finance or Accounting preferred
• Computer literate - Knowledge of Windows environment, including Word & Excel
• Detailed and organized
• Strong attention to detail
• Ability to stay organized and focused in a busy environment
• Good oral and written communication skills
• Personable and credible
• Professional and dependable
• Demonstrates cooperation and collaboration in a team setting

Salary range is $40,000 - $43,000 annually, plus potential compensation incentives