| ESSENTIAL
DUTIES AND RESPONSIBILITIES include the following. Other duties may
be assigned. |
 |
Receive,
verify and process contribution/payroll data within 24 hours of receipt.
Communicate with plan sponsor to research and resolve any data irregularities. |
|
Maintain
daily client contact as needed by responding to client calls immediately,
researching problems/questions, and responding in a timely manner. Answer
questions as required regarding compliance, balances, loans, and distributions.
|
|
Understand
and resolve client issues. |
|
Communicate
technical information in an understandable manner. |
|
Effectively
communicate verbally and in writing with internal and external contacts. |
|
Prepare
accurate and timely trust reconciliations, which may include correspondence
with investment advisors and clients, researching transactions, becoming
familiar with various investment reporting, problem solving. Systematically
research and resolve account-balancing problems. |
|
Prepare
distribution and loan calculations. Prepare liquidation requests. |
|
Prioritize
workflow to meet short, intermediate and long-term deadlines |
|
Follow
Company prescribed procedures and maintain appropriate plan documentation
as required. |
|
Meet
Company goals for chargeable time and production. |
|
Notify
Administrator/Consultant of potential plan compliance or service issues
|
|
Use
Microsoft Excel (and Access and Word preferably) proficiently. |
|
Apply
analytical skills. |
|
Work
additional hours as necessary to meet deadlines and commitments. |
| SUPERVISORY
RESPONSIBILITIES |
| This position
has no supervisory responsibilities. |
| QUALIFICATIONS
|
| To perform
this job successfully, an individual must be able to perform each essential
duty satisfactorily. The requirements listed below are representative of
the knowledge, skill, and/or ability required. Reasonable accommodations
may be made to enable individuals with disabilities to perform the essential
functions. |
| EDUCATION
and/or EXPERIENCE |
| Bachelor's
degree (B.A.) or equivalent from college or university in finance or accounting;
or two to four years related experience and/or training; or equivalent combination
of education and experience. |
| LANGUAGE
SKILLS |
| Ability
to read, analyze, and interpret general business periodicals, professional
journals, technical procedures, or governmental regulations. Ability to
write reports, business correspondence, and procedure manuals. Ability to
effectively present information and respond to questions from groups of
managers, clients, customers, and the general public. |
| MATHEMATICAL
SKILLS |
| Ability
to work with mathematical concepts such as probability and statistical inference,
and fundamentals of plane and solid geometry and trigonometry. Ability to
apply concepts such as fractions, percentages, ratios, and proportions to
practical situations. |
| REASONING
ABILITY |
| Ability
to solve practical problems and deal with a variety of concrete variables
in situations where only limited standardization exists. Ability to interpret
a variety of instructions furnished in written, oral, diagram, or schedule
form. |
| CERTIFICATES,
LICENSES, REGISTRATIONS |
| This position
requires no special certificates, licenses or registrations. |
| PHYSICAL
DEMANDS |
| The physical
demands described here are representative of those that must be met by an
employee to successfully perform the essential functions of this job. Reasonable
accommodations may be made to enable individuals with disabilities to perform
the essential functions. |
| While performing
the duties of this job, the employee is regularly required to sit; use hands
to finger, handle, or feel; reach with hands and arms; and talk or hear.
The employee frequently is required to stand and walk. The employee is occasionally
required to climb or balance and stoop, kneel, crouch, or crawl. The employee
must regularly lift and/or move up to 10 pounds and frequently lift and/or
move up to 25 pounds. Specific vision abilities required by this job include
close vision, distance vision, color vision, peripheral vision, depth perception,
and ability to adjust focus. |
| WORK
ENVIRONMENT |
| The work
environment characteristics described here are representative of those an
employee encounters while performing the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities
to perform the essential functions. |
| OTHER
QUALIFICATIONS |
| Must
have strong financial and spreadsheet computer skills. Must be able to work
effectively in a stressful situation and meet tight deadlines. Work requires
strong interpersonal skills. |
