Stock Plan Administrator jobs in Tucson, AZ

Pinnacle Plan Design is hiring!

We are a third-party administrator (TPA) for employer-sponsored qualified retirement plans. We specialize in 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 in 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 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
• Send distribution forms to clients, as needed
• Cover any procedures performed by other administrative team members, as needed
• Copy/file/phone/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.
• Assists the marketing department with various administrative marketing tasks, as needed
• 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
• 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, as needed
• Coordinates lunch orders for firm events, as needed
• Provides additional support, as needed

Knowledge, Skills and Abilities

• Strong technology skills and proven working knowledge of MS 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 in finance industry preferred
• Associates or Bachelor's degree preferred
• A High School Diploma or GED required

Apply Today!