General Description: The DC Administrator supports the Defined Contribution consultants with administrative tasks. Responsibilities: Assistance with record-keeping for client plans including: Process distribution and loan requests so checks are sent within 7-10 business days of receipt, including transaction entry, payment processing, check register review, follow up with Wells Fargo as needed Print, collate & perform word processing for administrative forms/manuals/letters Input & file enrollment records, send participant welcome letters Process & reformat payroll/census data files and assist in processing contribution deposits Assist with preparation of reports for quarterly valuation packages Accurate and timely recording of transactions and work logs Sort/file fund account statements for team members Log into participant call service lines daily and answer calls; log all calls in OLPS screen; return any messages within 4 business hours Complete special projects as requested by consultants such as participant and client mailings Sort mail for team and process returned mail Knowledge, Skills and Abilities: Associate or Bachelor’s Degree in Mathematics, Business, Finance or Accounting preferred Computer literate - Knowledge of Windows environment, including Word & Excel Detailed and organized Strong attention to detail Ability to stay organized and focused in a busy environment Good oral and written communication skills Personable and credible Professional and dependable Demonstrates cooperation and collaboration in a team setting USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time . Salary range $42,000 - $45,000
Job Title
401(k) Administrator