Administrative Assistant

Altamonte Springs, Florida
$14-$15 per hour
Oct 14, 2020
Nov 30, 2020
Contract Type
Full Time

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

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