Benefits Administrative Assistant

Are you familiar with insurance benefits and retirement plans? We are searching for a Benefits Administrative Assistant for a financial benefits company located in Montgomery. The Benefits Administrative Assistant will provide support and assist the Plan Administrators, Actuary and other financial staff.

What You’ll Do:
• Processing withdrawal requests (terminated or retired participants, participant loans, hardship distributions). This process involves research and verification of the distribution request, ensuring that all the required paperwork has been properly completed and authorized
• Responsible for filing all information in each client’s retirement plan files including correspondence, monthly accounting information, investment information and any other information required to be maintained for each client.
• Assist Brokers as needed by managing phone calls, filing and setting up appointments
• Responsible for answering incoming telephones calls
• Greeting guests when entering the office
• Perform other related clerical duties as assigned

What You’ll Need:
• Ability to read and interpret documents such as financial and legal statements, operating and maintenance instructions, and policy/procedure manuals.
• Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals with a high degree of accuracy. Ability to compute rate, ratio, and percent with a high degree of competency.
• Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.
• Ability to deal with problems involving multiple variables in standardized and non-standardized situations.
• High School education and higher
• Knowledge of Word and Excel
• Math proficiency
• Multitasking
• Professional telephone skills

The pay range for the Benefits Administrative Assistant is $15-18/hour depending on experience and skill sets.

All offers of employment are contingent on the candidate meeting the background check and drug test requirements.

By applying for this position, you are confirming that the information you are providing is true and correct. You understand that the information you are providing will be sent to WorkForce Walker Personnel “Company” for the purpose of consideration for employment, but that Company has made no commitment (formal or otherwise) of employment to you at this time. By completing this application, you are authorizing Company to contact companies, schools, and persons named on this application, for the purposes of evaluation as a candidate for employment. You understand that providing false statements or answers, or purposefully omitting information, may result in a rejection of your application for employment, or actions up to and including immediate dismissal. It is the policy of Company to provide equal employment opportunities to all qualified applicants and employees regardless of race, religion, color, sex, age, national origin, marital status, disability, or any other legally protected status. No answer obtained from questions asked on this job posting will be used for any discriminatory purpose. By submitting this application, you authorize the Company to collect, use, store, etc., your personal information, to include texts and calls to your cell phone number, for employment related purposes.