General Description: The DC Administrator supports the Defined Contribution consultants with administrative tasks.Responsibilities: Assistance with record-keeping for client plans including:
- 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
Knowledge, Skills and Abilities:
- 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
USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.Salary range is $40,000 - $45,000Job ID: 29052