Administrative Assistant

401K Generation is a Registered Investment Advisory firm providing financial and fiduciary services to employer sponsored 401(k) plans and private wealth management services to individuals.  As a 3(16) Plan Fiduciary, we manage the day-to-day administrative tasks for 401(k) plans nationwide. We are committed to helping individuals prepare for their financial future and relieving businesses across America of the administrative burdens of a 401(k) plan. We hold ourselves accountable and pride ourselves on delivering uncomplicated and innovative retirement plan solutions. This dynamic, fast-growth company is seeking an administrative assistant to join our team and grow with us.

Job Title:  Administrative Assistant
Report to: Chief Compliance Officer
Status:  Full Time/Non-Exempt

Position Summary:

The Administrative Assistant will act as manager of first impressions to guests in addition to performing general office management tasks.  The incumbent will also act as a floater assisting other departments as needed.

Job Description:

• Serve as front desk receptionist and professionally greet and announce visitors
• Schedule meetings and conference rooms
• Contact job candidates and schedule employment interviews
• Organize team meetings, lunches, and events
• Coordinate travel
• Process/distribute incoming and outgoing mail
• Prepare PowerPoint presentations and Word documents
• Update and maintain policy and procedure manuals and track acknowledgements
• Perform general office management such ensuring the office is tidy and organized and ordering break room and office supplies
• Scan and file documents
• Verify, reconcile, and scan receipts for company credit card purchases
• Prepare deposits and take to the bank
• Act as office floater filling in during peak times in other departments such as 5500, Notice and Distributions and Contact Center.
• Continually maintain knowledge of all company services
• Maintain and ensure confidentiality of company, plan, and participant information
• Practice organization and time management skills including prioritizing work and requesting additional work when appropriate
• Meet or exceed metrics on a consistent basis

Job Qualifications:

• Minimum three years’ previous administrative assistant experience required
• Prior experience in the retirement plan industry with a focus in Defined Contribution Plans preferred
• Must obtain Retirement Plan Fundamentals (RPF) certification within first year of employment
• Notary preferred and if not one currently, must obtain commissions certificate and seal within 90 days of hire
• Exceptional personal character, including a strong work ethic, positive attitude, and willingness to assist others at all times
• Exceptional organizational skills, strong attention to detail and ability to multi-task
• Thorough understanding of office management procedures
• Ability to work independently and also be part of a team environment
• Proficiency with Excel, Word, PowerPoint, and Outlook required, SalesForce experience a plus
• Availability to work shift schedules including evenings
• Flexibility to work mandatory overtime in order to meet business needs
• High school diploma or equivalent required
• Must be at least 18 years of age
• Must be authorized to work in the US
• Excellent verbal and written communication skills
• Ability to produce grammatically correct written correspondence
• Must be able to pass a criminal background check
• Must have reliable transportation and a clean driving record