Overview
Administrative Assistant Jobs in Remote at Pinnacle Plan
Full Job Description
Pinnacle Plan Design is growing! We are seeking a motivated Administrative Assistant to join our team!
This position provides a variety of administrative support activities to promote efficiency and effectiveness of operations. This position reports to the Office Supervisor.
Essential Duties and Responsibilities
Coordinates and records minutes for various meetings
Preparation of client fee schedules and engagement letters for review
Posting of various reports to the firm’s secure PlanSponsorLink website
Primary receptionist
Accurately files electronic documents for easy retrieval in the future
Receives and completes multiple work tasks in a timely fashion, as assigned in writing or verbally, by various members of professional and administrative teams
Update workflow database with new or updated client information
Cover any procedures performed by other administrative team members, as needed
Copy/file/mail and miscellaneous administrative support
Take outgoing mail to the post office, as needed
Prepares Continuing Education (CE) certificates for event attendees
Completes office billing and regularly assists with billing duties and perform billing related tasks
Accounts Receivable, enter payments into our billing system
Make educational conference registrations and accommodation reservations, as needed
Orders office supplies and restocking kitchen and supply room, as needed
Assists and resolves issues in the PensionPro database system, as needed
Coordinates and schedules workflow activities based on deadlines
Assembling 5500 reports, plan valuation reports, contributions reports and plan documents
Assist Office Supervisor with duties, as needed
Coordinates lunch orders for firm events, as needed
Provides additional support, as needed
Knowledge, Skills and Abilities
Strong technology skills and working knowledge of MS Office Suite and Adobe Acrobat
Proficient Microsoft Excel skills, strong computer skills including Microsoft Office 365
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
Demonstrate the ability to analyze situations and attend to detail to ensure quality
Interest and willingness to learn about company sponsored retirement plans
Education and Experience Requirement
3 to 6 years of progressive administrative experience
Some experience in finance industry preferred
A High School Diploma or GED required
Associates or Bachelor’s degree preferred
Physical Requirement and Work Environment
Ability to lift 15 lbs. to move office supplies and carry boxes of mail throughout the building
Required to sit for long periods of time
Standard office working conditions and willingness to work in an open office environment
Schedule
Standard Office Work Hours 8:00 AM – 5:00 PM, Monday – Friday, some overtime may be required
Title: Administrative Assistant
Company: Pinnacle Plan
Location: Remote
Category:
