job list page header image

CG 401(k) Administrator

Apply Now    

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


  • 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.
Job ID: 1951
Apply Now    

Interested in hearing about other USI Career Opportunities?

Join Our Talent Network

EEO is The Law - click here for more information
Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled
We endeavor to make this site accessible to any and all users. If you would like to contact us, please email

100 Summit Lake Drive, Suite 400, Valhalla, NY 10595