401k Administrator - Glastonbury, United States - USI Holdings Corporation

USI Holdings Corporation
USI Holdings Corporation
Verified Company
Glastonbury, United States

3 weeks ago

Mark Lane

Posted by:

Mark Lane

beBee recruiter
Description

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

Pay:
$40, $45,000.00 per year


Benefits:


  • 401(k)
  • Health insurance
  • Life insurance

Weekly schedule:

  • Monday to Friday

Work setting:

  • Hybrid work
  • Office

Ability to Relocate:

  • Glastonbury, CT 06033: Relocate before starting work (required)

Work Location:
Hybrid remote in Glastonbury, CT 06033
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