Administrative Assistant - Finance

Company Name:
Synergy Staffing
Administrative Assistant - Finance
Direct Hire/Benefits

We are working with a fast growing financial services company that specializes in the custody and reporting of 401(k) plans from around the country.

Preference is given to those candidates that have had experience in the mutual fund industry and or 401(k) administration and record keeping (1-2 years experience preferred).
Customer Service in the financial services industry a major plus.
Advanced Excel and Word knowledge.

Duties include account set-up, maintenance, relationship building, account reconciliation, problem solving and someone who will jump in and suggest ways to improve upon our services.

Duties Include:

Serve as primary contact to a number of Third Party Administrators, Bank Administrators
Establish plan level retirement plans on a corporate trust level
Educate clients in regards to new products and procedural changes
Review and coordinate completion of legal documentation for initial plan setup
Provide third party administrators and brokers with webex demonstrations to educate on functionality
Report directly to MATC Principal, President and Director of Operations
Identify leads for new business with existing clients
Monitor TPA and plan sponsor access to internal database
Work internally and with mutual fund companies to assist in fund reconciliation
Data Entry for internal database to establish trading capabilities

Please send updated resume in Word format with references for immediate consideration.

Jennifer Kern
Senior Recruiter- Professional Services Division
Synergy Staffing
100 Fleet St - Suite 200
Pittsburgh, Pa. 15220
412-904-5300 ext 4612

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