Hybrid Retirement Administrative Assistant

Posted 2 hours ago

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About the role

  • Retirement Administrative Assistant role at Cetera Financial Group supporting the Cetera TPA team in Dallas or Des Moines. Duties include clerical support, report preparation, and customer service.

Responsibilities

  • Answer and direct phone calls to appropriate person or department
  • Monitor faxes incoming and outgoing
  • Assist Accounts Receivable – letter preparation and calling clients about past due invoices
  • Assist all internal departments with various clerical functions, report preparation and assigned projects
  • Prepare and send routine blast emails via Pension Pro
  • Maintain individual dashboard tasks assigned through Pension Pro
  • Retrieve annual report downloads from various record-keepers
  • Assist in the preparation of regularly scheduled monthly reports

Requirements

  • General knowledge of office management systems and procedures
  • Exceptional customer service skills a must (phone etiquette, etc.)
  • Proficiency in MS Office (Outlook, MS Excel and MS PowerPoint)
  • Excellent time management skills and the ability to prioritize work
  • Attention to detail and problem-solving skills
  • Excellent written and verbal communication skills
  • Strong organizational skills with the ability to multi-task
  • Experience in the Qualified Pension Plan field a plus, but not required
  • Experience with DocuSign a plus, but not required

Benefits

  • Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
  • Easy access to mental health benefits to meet our team members and their families where they are.
  • 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
  • 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
  • Paid parental leave to support all team members with birth, adoption, and foster.
  • Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
  • Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.

Job title

Retirement Administrative Assistant

Job type

Experience level

Mid levelSenior

Salary

$16 - $23 per hour

Degree requirement

No Education Requirement

Location requirements

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