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Retirement Associate

Location:

NY - Uniondale

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Would you like to join a fast-paced and growing worldwide financial services organization focused on the retirement plan industry? At $25 trillion in assets, the retirement market is central to the investment and financial industry. USICG provides an energetic learning environment for individuals seeking an exciting, rewarding career with aspects of accounting, finance, analytics, and client service.

You will work side-by-side with some of the top consultants and innovative minds in the industry, providing you a platform for career growth within a dynamic employee-centric Firm.


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

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.


Job ID:

22377

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Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval.
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