Administrative Assistant I - San Diego, United States - Steller Pension Consultants, Inc.

Description

Responsibilities include:

• Assist with daily needs such as, auditing data for accuracy, plan amendments, contact vendors, work in industry specific software, etc.

• Reconcile bank accounts

• Must have knowledge of banking reconciliation.

• Answer/transfer phone calls

• Assist clients as needed
• Scan documents and organize on cloud system
• Heavy volume of statement opening/filing monthly
• Open office in AM (lights, copier/stock paper, fill supplies, order supplies etc.)
• Learn to transmit plan filings to IRS/DOL via portal system
• Prepare and complete forms as necessary for client requests
• Compile documents and packages to be sent to clients

Qualifications:

• 13+ Years of plan administration experience is preferred, but not required if you have suitable Administrative skills.
• Excellent client service and communication skills.
• Strong organizational skills and attention to detail.
• Software skills rating your self 8+: Excel, Word, Outlook, Adobe.
• You MUST have a good attitude, take initiative, be a team player and most of all, be willing to learn. If you lack drive or initiative, you will not be a good fit
• You will want a long term position.

Monday-Friday position with 37 hour work week. This is an hourly paid position for someone to work between 32-37 hours/week, not 40 hours. Flex Start time between 8am-9am after probationary period, benefits, vacation/personal time off, sick accrual advanced. Retirement Plan and Health benefits offered.


Pay:
$ $28.00 per hour

Expected hours: 37 per week


Benefits:

• 401(k)
• 401(k)

matching

• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Professional development assistance
• Retirement plan
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday
• No weekends

Application Question(s):

• Are you proficient using 10Key?

Education:

• High school or equivalent (required)

Experience:

Microsoft Excel: 1 year (required)


Work Location:
In person