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DC Administrator

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General Description: 

The DC Administrator supports the Defined Contribution consultants with administrative tasks, including:



  • Assistance with recordkeeping 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
  • other special projects as needed


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


Physical Demands:

Work is performed in a climate-controlled office environment with minimal noise and limited to no exposure to chemicals or toxins.  Employees operate office equipment including; telephone - headset, Computer, computer monitors, keyboard, mouse, copier, scanner and mail machine.  Physical tasks of job include; walking, sitting, standing, bending and fingering.



Analysis of Physical Demands:

  • Constantly (over 66% of time) work performed requires employees to use repetitive hand motions such as fingering, using a keyboard, and sitting at a desk.

  • Frequently (34%-66% of time) work performed requires employees to handle and grasp things, walk on normal surfaces, stand and bend.

  • Occasionally (1%-33% of time) work performed requires employees to drive to client appointments, have repetitive foot movements, walk on uneven or slippery surfaces to and from work and occasionally reach outward to grab things and bend.

  • Rarely  (< than 1 hour per week) work performed  requires Lifting/Carrying  items that range from 10-50lbs, pushing/pulling  items that range from 10-50lbs,  twisting/ turning including reaching over shoulder or above head , kneeling or squatting.

Job ID:


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