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