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Posted: Sunday, December 17, 2017 12:12 AM

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POSITION SUMMARY

The Assistant Administrator is responsible for processing Contributions and Distributions for his or her assigned plans as well as tasks and responsibilities related to these critical functions. In addition, the Assistant Administrator will report to one or more Senior Administrators that handle technical and operational functions related to retirement plans and will assist as directed by the Senior Administrators. The position is essentially an apprenticeship toward becoming a Senior Administrator.

ESSENTIAL FUNCTIONS

Manages the Contribution and Distribution process for his or her assigned clients
Responsible for projects and high-level goals related to Contributions and Distributions
Supports Senior Administrators with operational tasks and plan maintenance
Communicates with Participants on Distributions and general inquiries
Documents processes and procedures that ensure accuracy and visibility. Improves controls and efficiencies whenever possible
POSITION QUALIFICATIONS


Flexibility to participate in a small-business team
Ability to work under the stress of deadlines
ASPPA QKA & Series 65 or equivalent (Series 7 and 63 or 66) required for advancement to Senior Administrator
PERSONAL ATTRIBUTES

Collaborative, team-oriented
Career-Oriented, as demonstrated by continual self-improvement and learning
Ability to articulate and provide exceptional customer service
Willing to take ownership over responsibilities
Organized, efficient and great attention to detail
How to Apply
Qualified Applicants should send resume, in confidence, to Blake@NestEggs.cc

• Location: Jacksonville, Jacksonville, FL

• Post ID: 20038922 jacksonville
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