Administrative Assistant I

Steller Pension Consultants, Inc. is a TPA (Third Party Administrator for Retirement Plans) in the San Diego area has an opening for an Administrative Assistant I. This is a great position for someone with 2-4 years office administration experience. This is an in office position only. If you have strong supporting skills but do not have experience in our industry, we invite you to apply if you are willing to learn, a hard worker, a team player and have a great attitude!

Responsibilities include:

• Assist with daily needs such as, auditing data for accuracy, plan amendments, contact vendors, work in industry specific software, etc.
• Reconcile bank accounts - Must have knowledge of banking reconciliation.
• Answer/transfer phone calls - Assist clients as needed
• Scan documents and organize on cloud system
• Heavy volume of statement opening/filing monthly
• Open office in AM (lights, copier/stock paper, fill supplies, order supplies etc.)
• Learn to transmit plan filings to IRS/DOL via portal system
• Prepare and complete forms as necessary for client requests
• Compile documents and packages to be sent to clients

Qualifications:

• 1-3+ Years of plan administration experience is preferred, but not required if you have suitable Administrative skills.
• Excellent client service and communication skills.
• Strong organizational skills and attention to detail.
• Software skills rating your self 8+: Excel, Word, Outlook, Adobe.
• You MUST have a good attitude, take initiative, be a team player and most of all, be willing to learn. If you lack drive or initiative, you will not be a good fit!

Monday-Friday position with 37 hour work week (open to a schedule of M-Th 32 hours also) Flex Start time between 8am-9am after probationary period, benefits, vacation/personal time off, sick accrual advanced. Retirement Plan and Health benefits offered.

Job Type: Full-time

Pay: $23.00 - $28.00 per hour

Expected hours: 30 – 37 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Professional development assistance
• Retirement plan
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday
• No weekends

Application Question(s):

• Do you know about Social Security and how it works?
• Do you use 10-Key?

Education:

• High school or equivalent (Required)

Experience:

• Microsoft Excel: 1 year (Required)

Work Location: In person