Administrative Assistant
2 weeks ago
Pinnacle Plan Design is growing We are seeking a motivated Administrative Assistant to join our team
This position provides a variety of administrative support activities to promote efficiency and effectiveness of operations. This position reports to the Office Supervisor.
Essential Duties and Responsibilities
- Coordinates and records minutes for various meetings
- Preparation of client fee schedules and engagement letters for review
- Posting of various reports to the firm's secure PlanSponsorLink website
- Primary receptionist
- Accurately files electronic documents for easy retrieval in the future
- Receives and completes multiple work tasks in a timely fashion, as assigned in writing or verbally, by various members of professional and administrative teams
- Update workflow database with new or updated client information
- Cover any procedures performed by other administrative team members, as needed
- Copy/file/mail and miscellaneous administrative support
- Take outgoing mail to the post office, as needed
- Prepares Continuing Education (CE) certificates for event attendees
- Completes office billing and regularly assists with billing duties and perform billing related tasks
- Accounts Receivable, enter payments into our billing system
- Make educational conference registrations and accommodation reservations, as needed
- Orders office supplies and restocking kitchen and supply room, as needed
- Assists and resolves issues in the PensionPro database system, as needed
- Coordinates and schedules workflow activities based on deadlines
- Assembling 5500 reports, plan valuation reports, contributions reports and plan documents
- Assist Office Supervisor with duties, as needed
- Coordinates lunch orders for firm events, as needed
- Provides additional support, as needed
Knowledge, Skills and Abilities
- Strong technology skills and working knowledge of MS Office Suite and Adobe Acrobat
- Proficient Microsoft Excel skills, strong computer skills including Microsoft Office 365
- Ability to communicate effectively with all levels of the organization
- Ability to multi-task with strong prioritization and organizational skills
- Ability to handle confidential information, and sensitive/time critical situations
- Strong attention to detail when composing, typing, and proofing materials
- Demonstrate the ability to analyze situations and attend to detail to ensure quality
- Interest and willingness to learn about company sponsored retirement plans
Education and Experience Requirement
- 3 to 6 years of progressive administrative experience
- Some experience in finance industry preferred
- A High School Diploma or GED required
- Associates or Bachelor's degree preferred
Physical Requirement and Work Environment
- Ability to lift 15 lbs. to move office supplies and carry boxes of mail throughout the building
- Required to sit for long periods of time
- Standard office working conditions and willingness to work in an open office environment
Schedule
Standard Office Work Hours 8:00 AM - 5:00 PM, Monday - Friday, some overtime may be required
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