Administrative Assistant

Benefit Plans Administrative Services (BPAS) is a leading provider of employee benefits administration, trust services, collective investment fund administration and actuarial consulting services to customers on a national scale. We support 4,200 retirement plans, $115 billion in trust assets, $1.3 trillion in fund administration, and more than 810,000 participants. With our breadth of services, depth of creative talent, and financial resources, we are well-positioned to help our clients solve all their benefit plan challenges without the need to engage multiple providers. One company. One call.

This position is responsible for scanning all daily operational paperwork and completing Mass Mailing Requests. Responsibilities also include assisting in the completion of monthly Participant Benefit Statements and assisting employees from other departments when necessary.

Essential Duties:

• Daily Scanning of operational paperwork (including clean-up of old files)
• Enrollment Forms
• Beneficiary Forms
• MPL Paperwork
• Incoming IRA Forms
• Fund Change Paperwork
• Trust Paperwork
• Preparing scanned paperwork to be processed for offsite maintenance
• Complete Mass Mailing requests and place Billing Tasks; utilizing database systems
• Utilize Insertion Equipment monthly in regards to Quarterly Participant Benefit Statements.
• Assist, and perform as back up to the Receptionist and/or Administrative Assistant when necessary:
  • Phone
  • Reception
  • Scanning/Filing
  • Stuff envelopes as required
  • UBS Download
  • B50 letters
  • Print labels from database as required

• Open, date, stamp and distribute incoming department mail
• Match up distribution/loan checks and letters and prepare for outgoing mail.
• Assist support positions from other departments when necessary
• Perform other duties as requested or required

• Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner

Education/ Training:

High School Diploma or equivalent is necessary; 2-year college degree preferred;

2 year accounting degree helpful toward advancement potential

Skills:

Good Communication Skills, Good Organizational Skills, PC Literate

Competencies:

• Well-developed written and oral communication skills
• Attention to detail and good organizational skills required.
• Proficient mathematics skills
• Relate to co-workers and customers with respect, providing clear and detailed information
• Display an intermediate level competency with Microsoft Word and Excel, as well as personal computer skills

Experience:

Minimum of one to two years of clerical experience is necessary.

All applicants must be 18 years of age or older.

Hours: 40 hours/week

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.