Administrator

Base salaries are determined during our interview process, by assessing a candidate’s experience, skills against internal peers and against the scope and responsibilities of the position.

Reports to:               Manager, Plan Operations

Job Summary:             Administrator provides support and works directly with an assigned Team to support Account Managers and process distributions.  This position requires excellent analytical abilities, attention to detail, accuracy and problem-solving ability. The position requires the ability to maintain high levels of confidentiality and the ability to work as part of a team, while independently managing accounts with minimal required supervision. Excellent communication skills and a full understanding of the importance of customer service is a must. 

Distribution & Loan Processing Responsibilities:

• Maintain and update daily the Distribution & Loan tracking system
• Review & Process submitted participant requests
• Prepare appropriate vender/custodian paperwork
• Run account balance / transaction history reports on vendor websites
• Calculate participant’s hardship withdrawal amount and Loan amounts
• Prepare loan amortization schedules and loan notes
• Use (and update) Relius to extent necessary to complete distributions
• Work with Reliance Trust to ensure accurate & timely distributions and 1099s are produced
• Work with Administrators and Account Managers when needed to process distributions

Requirements:

• College degree or 2 years of Retirement and/or Benefits experience preferred
• Excellent verbal and written communication skills
• Knowledge of Excel and other Microsoft applications/software
• Strong math, analytical and problem-solving skills
• High level of attention to detail 
• High level of service to internal customers and clients alike
• Relius, FT Williams and Pension Pro knowledge a plus

egra.com