Job details
Job type full-time
Full job description
This position is for coastal pension services, llc, a blue ridge companyThis position can be located in columbia, md in office or 100% remote.
What qualifications are we looking for?
The ideal candidate should have previous office experience (emailing, scanning, filing etc); competent and accurate computer skills in microsoft office programs (word, excel, outlook); experience with electronic filing; possess excellent customer service and interpersonal communication skills (both verbal and written); be able to work independently as well as part of a team; ability to learn and retain new tasks quickly; high level of integrity, attention to detail, organization, time management, responsiveness and be able to prioritize multiple deadlines (within the team and company).
The administrative assistant will perform confidential and administrative duties for a team of 5 senior account executives and a junior administrator as directedThese will include (but are not limited to):
Build and maintain spreadsheets for multiple purposes – tracking of work and deadlines
Receive and process requests from both individuals and contacts from our clients
Including but not limited to all types of retirement plan distributions (termination of employment, hardship, retirement, in service, etc) and participant loans – as requested
Interact both verbally and in writing with clients to obtain necessary data as it pertains to requests received
Check and review daily/monthly email alerts/reports from vendors and take any required actions
Assist in preparation and electronic filing of specific government forms
Prepare and send year-end request packages for team to client
Login/review annual information received from clients
Includes electronic download and saving of files and reports
Assist junior administrator with team’s quarterly invoicing
Communicate with clients (verbal and in writing) at all levels of the corporate structure
About coastal pension services, llc
Third party administrative firm specializing in the design and administration of retirement plansHave served the baltimore/washington business community since 1989Our employees are some of the most experienced in the region and we offer an unrivaled depth of insight and expertiseWe do not sell investments but work directly with employers and their financial advisor to determine the package of retirement benefits that best meet their needsOur goal is to make the administration of an employer`s retirement plan as painless and routine as it can be.
Https://coastalpension.com/
Equal opportunity employer
Must be authorized to work in the us.
