Administrative Assistant

Other jobs >> General




responsible for providing assistance to internal associates, plan participants,

plan sponsors, and other individuals (both internal and external) on various

tasks and requests related to their retirement plans and/or associated



* Responds timely and professionally to incoming calls by participants,

plan sponsors, and other involved individuals.

* Provides professional customer service to office visits from clients,

participants, and others.

* Keeps lobby area clean and supply area tidy and well-stocked.

* Uses various IT systems to retrieve and document pertinent plan and

participant information. Inquiries include, but are not limited to,

account/plan information, fees, distributions, and loans.

* Researches client and participant issues and collaborates with the

appropriate department until issue has been resolved.

* Develop and maintain professional client relationships through effective

and efficient communication, timely responses to inquiries, and providing

accurate information.

* Perform general office administration tasks (including, but not limited

to: data-entry, word processing, assistance with mass mailings, and

special projects).

* Perform proof-reading and editing on Annual Reports, distribution

processing, and miscellaneous correspondence.

* Exceed all quality, productivity, and turnaround goals.

* Performs other related duties as assigned.


* Effective oral and written communication skills to effectively convey


* Work well under pressure and deadlines

* Ability to handle multiple tasks

* Motivated self-starter with a desire to learn

* Organization and prioritization skills

* Effective problem-solving skills

* Software Skills: MSOffice 2010-2016 (Word, Excel, & Outlook); Adobe


* Detail oriented

* Ability to work independently and as part of a team

* Effective Interpersonal and customer service skills

* Professional and efficient phone skills

Ascensus is a place to have a career, not just a job. As the largest US

independent retirement and college savings services provider, we put our focus

on people. Our culture is guided by sound principles, is committed to high

standards, operates with transparency, and welcomes diversity. When you join

our team, you get to go to work every day knowing that you help over 6 million

Americans save for retirement and college.

Ascensus is an Equal Opportunity Employer and does not discriminate on the

basis of race, color, creed, national origin, ancestry, religion, age,

citizenship, sex, marital or veteran status, disability or handicap, sexual

orientation or any other basis prohibited by applicable law. Ascensus also

takes affirmative action to employ, and advance in employment, qualified women,

minorities, and covered veterans. Ascensus also makes reasonable accommodations

for qualified individuals with disabilities, in accordance with the Americans

with Disabilities Act and applicable state laws
  • 1
  • Negotiable
  • None
  • None
  • Re-173311
  • Permanent
  • 0

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