| ESSENTIAL
DUTIES AND RESPONSIBILITIES include the following. Other duties may
be assigned. |
 |
Knowledgeable in Internal Revenue Code and Regulations as they relate to
Cafeteria Plan administration and able to research questions in reference
material as needed |
|
Basic Excel and Word skills |
|
Ability to balance figures and ability to analytically resolve differences |
|
Accustomed to reading and interpreting Cafeteria plan documents |
|
Provide excellent customer service |
|
Review and process participant claims for reimbursement per Pinnacle procedures |
|
Review, reconcile and process plan contributions including written and verbal
correspondence with clients regarding such contributions |
|
Reconcile plan contributions and disbursements including reconciling bank
statements and internally generated reports |
|
Answer Plan Sponsor and Plan Participant questions timely and effectively |
|
Provide enrollment and communication materials to participants and plan
sponsors |
|
Prioritize workflow to meet short, intermediate and long-term deadlines |
|
Assist Pinnacle in improving processes and procedures with regard to Flex
Plan administration |
|
Follow Company established procedures and maintain appropriate plan documentation
as required |
|
Ability to work under pressure and time constraints during peak periods |
