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Administrative Assistant

Rogers Wealth Group Fort Worth Full-Time
$30,000.00 - $50,000.00 / year
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We are looking for an experienced energetic, responsible, self-motivated individual with a winning attitude and friendly smile to join our retirement plan administration team.

Experience with the administration of 401(k) and working in a daily valuation environment using Relius is highly preferred. One should possess strong organizational, problem-solving and customer service skills with the emphasis on quality of work and attention to detail.

Full Benefits Package Medical (employee premiums 100% paid by employer), Life, Dental

Paid Time Off (Vacation, Personal Days, Holidays, & Fun Days)

Excellent 401(k)Plan - Safe Harbor Contributions

Personal and Professional Development - Opportunities for advancement

Strong Team Environment

Employer provided Holiday luncheons and Friday breakfasts


Qualified candidates will be proficient in the following:

* Answering the Phones

* Greeting Clients

* Generating Reports

* Plan Eligibility

* Scanning & filing documents

* Printing, assembling, and mailing quarterly reports

* Posting account activity to client accounts

* Plan Eligibility 

* Employer Contribution calculations
* Annual Compliance testing
* Trust accounting
* Annual Return/Reports (Form 5500, 1099-R, Summary Annual Reports)
* Other Ministerial Services (loans, distributions, etc.) 

Skills required

Organize Appointments
Telephone Consultations
Setting Up Files
Field Administration
Operation Departments
Time Management


Salary Details

Based on Job Title, Location and Skills
Below Avg. Average Above Avg.

Career Path

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Administrative Assistant
$30,000.00 - $50,000.00 / year
Estimated Salary: $64K
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