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General Description:  The Intern is responsible for maintaining clerical and administrative support to the Defined Contribution practice.


  • Assisting with consultants on their daily administrative routine
  • Checking retirement plan transactions for correctness and compliance
  • Checking plan statements
  • Conducting special projects and tasks

Knowledge, Skills and Abilities:

  • Associates or Bachelor's Degree in Mathematics, Business, Finance or Accounting preferred.
  • Computer literate- Knowledge of Windows environment, including Word & Excel.
  • 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.

Job ID:


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Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval.
Resumes submitted or candidates referred to USI Insurance Services by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of USI Insurance Services. The Company will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.

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