THIS IS NOT A REMOTE POSITION. Must be able to work in Santa Rosa, CA.
We are seeking an enthusiastic self-starter to add to our team. Our organization promotes growth and upward mobility from within and we sponsor educational credential programs. Experience in a retirement plan administration or financial services is a plus.
Minimum Requirements:
•Excellent written/oral communication and organization skills
•Proficiency in MS Office including Word, Excel, and PensionPro
•Strong analytical and problem resolution skills
•Ability to attend to details without losing sight of the larger goals of Jordan & Associates Retirement Services or our clients
•Ability to work independently using checklists, procedures, plan documents and reference materials with minimal work direction
•Ability to effectively coordinate daily workload with assigned special projects
•Ability to work in a team environment
•Ability to adapt to changing environment and shifting priorities of Jordan & Associates Retirement Services and our clients
•Ability to work well under pressure with multiple priorities and deadlines
•Professional and positive attitude
Essential Duties and Responsibilities:
•Assist with data entry, transaction processing, asset/trust reconciliation for qualified retirement plans (i.e. 401(k), profit sharing, defined benefit).
•Consistently provide a high level of client service while communicating with clients, other team members and consultants to address all client service issues and provide necessary research, problem solving and resolution support.
•Provide clear and concise communication regarding overall service expectations as well as procedures and time frames to clients related to questions that require further research and analysis.
•Successfully monitor and follow-up on assigned items, including seeing problems through to resolution and closure with clients and vendors.
•Practice fundamental time management principles.
•Assist with requesting and maintaining data from clients.
•Maintain and update database and spreadsheet work logs, respond to inquiries on the status of plan activity.
•Complete special administrative projects with minimal supervision.
•Perform other duties and participate in special projects as assigned.