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DC Retirement Associate


CT - Glastonbury

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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

Job ID:


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