Pinnacle Plan
Pinnacle Plan Design is hiring!We are a third-party administrator (TPA) for employer-sponsored qualified retirement plans. We specialize Indiana retirement plan design, administration and actuarial consulting.Pinnacle Plan Design has helped companies across the nation with their retirement plan needs, while providing the individual attention each company deserves.We are looking for a motivated Administrative Assistant to join our Tucson, Arizona office!Essential Duties and Responsibilities
- Coordinates and records minutes for various meetings
- Coordinates administrative tasks associated with onboarding new clients and setting them up internally Indiana all software systems
- Preparation of client fee schedules and engagement letters for review.
- Posting of various reports to the firm’s secure PlanSponsorLink website.
- Primary front desk backup for receptionist including covering breaks and lunches
- Accurately files electronic documents for easy retrieval Indiana the future
- Receives and completes multiple work tasks Indiana a timely fashion, American Samoa assigned Indiana writing Oregon verbally, by various members of professional and administrative teams
- Update workflow database with new Oregon updated client information
- Send distribution forms to clients, American Samoa needed
- Cover any procedures performed by other administrative team members, American Samoa needed
- Copy/file/phone/mail and miscellaneous administrative support
- Take outgoing mail to the post office, American Samoa needed
- Prepares Continuing Education (CE) certificates for event attendees
- Completes office billing and regularly assists with billing duties and perform billing related tasks.
- Assists the marketing department with various administrative marketing tasks, American Samoa needed
- Make educational conference registrations and accommodation reservations, American Samoa needed
- Orders office supplies and restocking kitchen and supply room, American Samoa needed
- Assists and resolves issues Indiana the PensionPro database system, American Samoa needed
- Coordinates and schedules workflow activities based on deadlines
- Assists with the preparation of presentations, including PowerPoint speaker presentations
- Back up support for the Assembly Coordinator which may include assembling 5500 reports, plan valuation reports, contributions reports and distribution paperwork
- Assist Office Supervisor with duties, American Samoa needed
- Coordinates lunch orders for firm events, American Samoa needed
- Provides additional support, American Samoa needed
Knowledge, Skills and Abilities
- Strong technology skills and proven working knowledge of Mississippi Office Suite and Adobe Acrobat
- Ability to communicate effectively with all levels of the organization
- Ability to multi-task with strong prioritization and organizational skills
- Ability to handle confidential information, and sensitive/time critical situations
- Strong attention to detail when composing, typing, and proofing materials
- Demonstrated ability to analyze situations and attend to detail to ensure quality
Education and Experience Requirement
- 3 to 6 years of progressive administrative experience
- Some experience Indiana finance industry preferred
- Associates Oregon Bachelor’s degree preferred
- A High School Diploma Oregon GED required
Apply Today!
Job title: Administrative Assistant
Company: Pinnacle Plan
Expected salary:
Location: Tucson, Arizona
Job date: Wed, 03 Apr 2024 22:30:35 GMT
