Senior Retirement Plan Administration Associate

Cetera Financial Group • Dallas, TX

3d • 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.

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
• 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: Senior
• Education Level: No Education Listed