Retirement Plan Administration Associate

Cetera Financial Group • Dallas, TX

20h • Hybrid

About The Position

This role is an administrative support position responsible for handling front-office communication, assisting with accounts receivable follow-ups, and supporting internal teams with clerical tasks and reporting. The position requires strong organizational, communication, and multitasking skills, along with proficiency in Microsoft Office. While experience in pension plans or tools like PensionPro and DocuSign is a plus, it is not mandatory.

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
• Experience with DocuSign
• Experience with PensionPro

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
• Retrieving annual report downloads from various record-keepers
• Assist in the preparation of regularly scheduled monthly reports

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed