Retirement Administrative Assistant II

Job Description:

14.00-15.00 per hour

The Retirement Administrative Assistant II provides administrative and marketing support in participation with the Retirement Benefit Analysts and Marketing Coordinator to provide superior customer service.

Key Result Areas

• Provides record keeping, plan document maintenance and administrative support for Analysts including assistance in government form filing, distribution processing, participant loan processing, word processing, data entry, scheduling, and clerical tasks.
• Maintains database for distribution tracking and client database; maintains various accounting spreadsheets and reports, including department bookkeeping.
• Provides superior customer service support for Analysts, including incoming calls from participants regarding the status of a distribution or loan request.
• Provides marketing support for marketing coordinator and Analysts including preparation of client proposals, fee agreements, presentation materials, and maintenance of quality marketing materials.
• Timely turnaround processing of participant distributions & loans for retirement plan participants.
• Maintains various weekly statistical reports.
• Completes all projects in a timely and accurate manner.
• Assists other Administrative Assistants and Analysts when needed.
• Performs other duties as assigned or needed.

Career Path: Assistant Analyst, Retirement Benefits Analyst l, Retirement Benefits Analyst ll

Experience and Skills:

• High school degree or equivalent.
• Two or more years of office/bookkeeping experience including bank reconciliation.
• Must have a high level of attention to detail and accuracy as well as strong analytical and problem-solving skills.
• Types 45 wpm, 10-key and computer knowledge.
• Able to demonstrate excellent attendance and punctuality.
• Excellent customer service attitude and professionalism.
• Demonstrate Accuracy, Customer Service, Timely Turn-Around (ACT).
• Exceptional verbal and written communication skills.
• Proficiency using Microsoft Office (Word, Excel, Outlook, etc.).
• Ability to work efficiently, perform multi-tasking, prioritize tasks, and meet tight deadlines.
• Possess a high degree of integrity and discretion, as well as the ability to adhere to both company policies and best practices.
• Ensure compliance with security practices and procedures, including HIPAA and HITRUST standards.
• Ability to efficiently and effectively perform the Key Result Areas with or without a reasonable accommodation without posing a direct safety threat to others or self.
• Protect and enhance the Core Purpose and the Core Values of AmeriBen.

AmeriBen is an Equal Opportunity/Affirmative Action Employer committed to creating an environment of diversity and inclusion for equal employment and advancement opportunities to all employees and applicants for employment. All qualified applicants will receive consideration for employment without regard to race, religion, color, age, national origin, sex, sexual orientation, gender identity and/or expression, genetic information, disability, veteran or military status, or any other category protected by federal, state and/or local law.

If you are unable to use our online application process due to a disability, please contact the Human Resources Department at humanresources@ameriben.com.