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

The anticipated gross salary range for this role is $40,000 - $45,000 per year. Actual compensation will vary depending on factors such as a candidate’s qualifications, skills, experience, and competencies. Base annual salary is only one component of USI’s total compensation and competitive benefits package, which includes an annual incentive bonus, 401(k), paid time off, and comprehensive health benefits. USI Insurance Services is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to, among other things, race, color, religion, sex, sexual orientation, gender identity, national origin, age, status as a protected veteran, or disability.

USI Consulting Group

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