401(k) Administrator

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
• 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.

Job ID:

28820