General Description:  Administrator supports the Retirement Consulting Environment, with a main focus on Defined Benefit plan client service and support. The Administrator will attend training sessions to gain familiarity and competency.   
Responsibilities:Record, process, and resolve retirement plan participant calls and inquires.Providing customer service and support to clients and their retirement plan participants.Review and process data to allow for the calculation of benefits, determine vesting and other eligibility.  Accept and review periodic data files and salary extracts for data related projects.Perform participant searches and death audits.Access and process participant pension payment reporting.Interpret QDRO for benefit calculation in accordance with department standards. Refer to Legal when necessary.Prepare and distribute complete communication packages, including election forms, notices, waivers, withholding forms, rollover elections, etc.  Support special projects, as needed.Assist in the installation of new pension administration clients.  Learn format and content of plan documents, especially as it affects outsourcing and benefit calculations.  Evaluate client needs and recommend service processes.Design and generate internal and client specific reports.  In so doing, maintain time records to support billing process, contribute to production reporting and demonstrate compliance with performance standards.  Ensure timely availability of information in support of reports.Document and maintain processes and procedures.Create and maintain excellent client relationships.  Cause assigned clients to understand USICG to be a professional source of solutions to their problems.  Foster a friendly and efficient working environment through a team-oriented attitude.  Extend these results to the assigned team, as needed.  Support marketing efforts, as requested.  Serve as back-up to other staff members to cover vacation, sickness, extended hours, etc.Demonstrate proficiency in Word and Excel to perform duties.  Using prior methods as templates, update for new client or changes to existing client. Support document imaging.  Using these and other tools, enhance capability and functionality of our methods and practice.
Knowledge, Skills and Abilities:Associate degree, four-year degree desirableTwo or more years of relevant pension or benefit experience preferred but not requiredIntermediate computer skills—spreadsheet, database, and word processingAbility to think quickly and to assess if questions posed by clients can be answered immediately or need to be researched.Detail oriented, highly organized, e.g. tracking status of many activitiesGood oral and written communication skillsPersonable, credible, professional and dependableDemonstrates cooperation and collaboration in a team settingAbility to manage several concurrent projects; meet deadlines and performance standardsProfessional, friendly phone mannerAbility to meet client expectations requiring some overtime, intense periods, and coverage of extended hours