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Administrative Assistant I

2 months ago

San Diego, United States Steller Pension Consultants, Inc. Full time

Responsibilities include:

- Assist with daily needs such as, auditing data for accuracy, plan amendments, contact vendors, work in industry specific software, etc.
- Reconcile bank accounts - Must have knowledge of banking reconciliation.
- Answer/transfer phone calls - Assist clients as needed
- Scan documents and organize on cloud system
- Heavy volume of statement opening/filing monthly
- Open office in AM (lights, copier/stock paper, fill supplies, order supplies etc.)
- Learn to transmit plan filings to IRS/DOL via portal system
- Prepare and complete forms as necessary for client requests
- Compile documents and packages to be sent to clients

Qualifications:

- 1-3+ Years of plan administration experience is preferred, but not required if you have suitable Administrative skills.
- Excellent client service and communication skills.
- Strong organizational skills and attention to detail.
- Software skills rating your self 8+: Excel, Word, Outlook, Adobe.
- You MUST have a good attitude, take initiative, be a team player and most of all, be willing to learn. If you lack drive or initiative, you will not be a good fit
- You will want a long term position.

Monday-Friday position with 37 hour work week. This is an hourly paid position for someone to work between 32-37 hours/week, not 40 hours. Flex Start time between 8am-9am after probationary period, benefits, vacation/personal time off, sick accrual advanced. Retirement Plan and Health benefits offered.

Pay: $23.00 - $28.00 per hour

Expected hours: 37 per week

**Benefits**:

- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Professional development assistance
- Retirement plan
- Vision insurance

Schedule:

- 8 hour shift
- Monday to Friday
- No weekends

Application Question(s):

- Are you proficient using 10-Key?

**Education**:

- High school or equivalent (required)

**Experience**:

- Microsoft Excel: 1 year (required)

Work Location: In person

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