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Administrative Assistant

2 months ago

White Plains, New York, United States Pentegra Services, Inc. Full time
Job Summary

Pentegra Services, Inc. is seeking a highly skilled Administrative Assistant to join our team. As a key member of our account management team, you will work closely with experienced account managers to provide exceptional service to our clients.

Key Responsibilities:

  • Launch and manage annual Pension Pro Year-end Data Request projects
  • Assist clients in obtaining census data and asset data, then download and print valuations for account managers to complete
  • Follow up on census and asset data
  • Prepare Form 5500 for account managers to review
  • Invite clients to electronically sign 5500 forms
  • Post valuation reports on Pension Pro
  • Provide support on various projects as needed
  • Prepare and process 70 1/2 (RMD's) distributions
  • Prepare 1099r forms for brokerage accounts
  • Deposit rollover checks and follow up on pending monies on Nationwide suspense report
  • Handle daily phone calls and emails from participants

Requirements:

  • Excellent verbal and written communication skills
  • College degree preferred
  • 1-3 years of work experience preferred
  • Knowledge of Excel and other Microsoft applications/software
  • Excellent math skills
  • Strong analytical and problem-solving skills
  • Ability to provide high levels of service to clients