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Retirement Administrator


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.


  • 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

Specific/Individual Core Competencies:

  • Basic knowledge of finance and accounting principles
  • Proficient in use of Microsoft Word, Excel and Outlook and in use of required processing software/systems
  • Capable of multi-tasking, problem-solving and meeting deadlines with the highest degree of accuracy
  • Detail-oriented with strong organization and communication skills
  • Ability to work independently while also exhibiting a strong team approach to managing and developing relationships

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:


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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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