Administrative Assistant 2

Position Summary: The Retirement Plan Services Administrative Assistant 2 is responsible for daily administrative support duties, which include communication with plan sponsors, quality control of documentation, and assisting all areas of the department with research and communication.

Essential Functions:

• Coordinate and distribute incoming department mail as well as prepare outgoing correspondence.
• Prepare and monitor daily check deposits.
• Support one day a week coverage with Wealth Management receptionist to assist with incoming customers.
• Prepare mailings utilizing certified mail and overnight services for Client Services.
• Provide a high standard of customer service to plan sponsors when processing plan sponsor web activations and trouble shooting.
• Work with RPS Client Services team to facilitate returned paperwork/checks/quarterly statements/1099r, inquiring within Lexis Nexis system.
• Print and assemble Retirement material and participate mailings.
• Process with address changes in Relius/Maui for participants and return mail.
• Review and perform quality control for IRA account changes and/or updates.
• Cross-trained with Investment Relationship Coordinator with opening new IRA accounts.
• Preform quality research on participant information with the archiving system.
• Prepare monthly trust committee report.
• Coordinate with other Admin Assistant to provide back-up to ensure daily functions are handled.
• Understand and adhere to all bank policies, laws and regulations applicable to their role. Complete compliance training; follow internal processes and controls as required.
• Report all compliance issues, violations of law or regulations in accordance with the steps defined in bank policies.
• Perform other job-related duties or special projects as assigned.
• Regular and reliable attendance is an essential function of this position.

Qualifications:

• Minimum of one year retirement plan knowledge preferred.
• Prior Banking or Financial services experience preferred.
• Proficient in Microsoft Office products and other bank software.
• Ability to learn quickly and apply new skills.

Preferred Talents:

• Accurate and detailed
• Organized
• Time efficient and deadline driven
• Multi-tasker
• Customer service oriented
• Strong analytical, research and problem solving skills
• Effective communicator- promotes Union Bank's customer service philosophy

Working Environment:

Indoor work not exposed to outdoor elements or hazards.

Sedentary work - occasional lifting and/or carrying up to 20 lbs.

PLEASE VIEW THE APPLICANT TERMS & CONDITIONS BEFORE PROCEEDING WITH YOUR APPLICATION.