Client Service Associate
4 weeks ago
Office administrative work for busy and growing retirement plan firm:
- Preparing mailings
- Maintain electronic and physical filing systems
- Data entry/import with analysis
- Learning the fundamentals of retirement plan administration
- Significant career growth potential
Use of standard office equipment, proficiency in Microsoft Word & Excel. Must possess the ability to learn new systems, multitask and prioritize effectively. Attention to detail and excellent communication skills are imperative. Please submit resume with salary requirements. Candidates with experience in financial, accounting & HR fields will be prioritized. Bi-lingual English and Spanish speaking would be a bonus.
Job Types: Full-time
Pay: From $40,000.00 per year
Benefits:
- 401(k)
- Health Insurance
- Dental insurance
- Life insurance
- Paid time off
- Parental leave
- Professional development assistance
- Retirement plan
Schedule: Monday to Friday
Education: Associate or Bachelor’s (Preferred)
Work Location: In person
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