About The Position

Responsible for providing administrative and customer service support within the Retirement Plan Services (RPS) division. This role involves entering transactions, processing in multiple software applications, balancing and reconciling systems, and providing customer service and communication. The position also includes creating and maintaining written correspondence, managing daily mail and filing, and ensuring completion of all compliance training and adherence to applicable laws and regulations.

Requirements

  • One (1) – two (2) years of related experience preferred.
  • Previous accounting experience preferred.
  • Strong interpersonal skills to work in team environment.
  • Good organizational skills.
  • Computer skills; prior experience with spreadsheets and applications.
  • Customer service and communication skills (written and verbal).
  • Ability to meet deadlines.
  • Sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear.
  • Occasionally stoop or kneel.
  • Occasionally lift and/or move up to 10 pounds.

Nice To Haves

  • Previous accounting experience

Responsibilities

  • Entering transactions and processing in multiple software applications.
  • Balancing and reconciling multiple systems.
  • Providing internal and external customer service and communications.
  • Creating and maintaining various written correspondence.
  • Responsible for daily activity of incoming/outgoing mail and filing.
  • Completion of all compliance training related to the position.
  • Understanding and complying with all applicable laws and regulations that apply to the position.
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