Retirement Administrative Assistant
About The Position
Cetera Financial Group is currently seeking a Retirement Admin Assistant in our Cetera TPA team for our company’s office located in either our Dallas, TX or Des Moines, IA offices. This is a unique opportunity to join our team to provide support for Cetera Financial Group under Strategy & Solutions. What you will do: Answer and direct phone calls to appropriate person or department Monitor faxes incoming and outgoing Assist Accounts Receivable – letter preparation and calling clients about past due invoices Assist all internal departments with various clerical functions, report preparation and assigned projects Prepare and send routine blast emails via Pension Pro Maintain individual dashboard tasks assigned through Pension Pro Retrieve annual report downloads from various record-keepers Assist in the preparation of regularly scheduled monthly reports
Requirements
- General knowledge of office management systems and procedures
- Exceptional customer service skills a must (phone etiquette, etc.)
- Proficiency in MS Office (Outlook, MS Excel and MS PowerPoint)
- Excellent time management skills and the ability to prioritize work
- Attention to detail and problem-solving skills
- Excellent written and verbal communication skills
- Strong organizational skills with the ability to multi-task
Nice To Haves
- Experience in the Qualified Pension Plan field a plus, but not required
- Experience with DocuSign a plus, but not required
Responsibilities
- Answer and direct phone calls to appropriate person or department
- Monitor faxes incoming and outgoing
- Assist Accounts Receivable – letter preparation and calling clients about past due invoices
- Assist all internal departments with various clerical functions, report preparation and assigned projects
- Prepare and send routine blast emails via Pension Pro
- Maintain individual dashboard tasks assigned through Pension Pro
- Retrieve annual report downloads from various record-keepers
- Assist in the preparation of regularly scheduled monthly reports
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
