CG 401(k) Administrator

General Description: Administrator supports DC Consultants with administrative tasks including. 

Responsibilities:

• Assistance with recordkeeping for client plans including:
• Process distribution and loan requests so checks are sent within 7-10 business days of receipt, including transaction entry, auto pay processing, check register review, follow up with Riggs as needed.
• Print, collate & perform word processing for administrative forms/manual
• Input & file enrollment record.
• Process payroll tape conversions & reformat payroll/census data file.
• Process PIN card.
• Assist with preparation of reports for quarterly valuation packages.
• Accurate and timely recording of transactions and work logs (including telephone call log for outsourcing clients if applicable).
• Sort/file fund account statements for team members.
• Complete special projects as requested by consultants such as:
• Participant and client mailing.
• Respond to participant calls as needed for outsourcing clients -- return all messages within 4 business hour.
• Sort mail for team and process returned mail.
• Participate in loan fax-back rotation.
• Special projects as needed. 

Knowledge, Skills and Abilities:

• Associates 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.