Company: KB PENSION SERVICES, INC.
Posted on: March 24, 2020
Reports to: Manager Supervises: N/A Position Overview: The
Distribution Administrator's primary function is to perform the
clerical and administrative support functions related to KB Pension
Services, Inc. client services as directed by those professional
staff members responsible for service completion. Performance is
evaluated based on quality, timeliness and accuracy of work.
Essential Functions: Processes withdrawals and loans: receives
requests from participants, plan sponsors or pension
administrators, sends out forms and notices, receives, reviews and
processes returned forms, follows up on involuntary distributions,
lost participants and uncashed checks, maintains a tracking system
to log the status of all withdrawal processing from beginning to
end and takes phone calls from participants and clients. Assist
Pension Administrators with filing, scanning, data entry or other
functions. Backs up Executive Assistant as needed: answers phones,
distributes mail, receives and forwards kbpension.com emails. Other
Functions: Develops an understanding of and adheres to Firm
policies and procedures including (as appropriate) Firm's Quality
Control document. Pursues training and upgrading of skills,
including Firm software and Microsoft Office programs, etc. Has a
basic knowledge and understanding of the services and products
offered by the Group. Performs other duties as may be assigned.
Required Experience and Skills: Minimum of 2-4 years experience as
an Administrative Assistant, Secretary, Call Center Representative
or similar position. Previous experience in benefits administration
preferred. Solid knowledge of Excel, Word and Adobe as well as the
ability to learn other programs including database, e-mail,
benefits administration, and calendar software. Effective verbal
and written communication skills. Conducts himself/herself with
integrity in a responsible, professional manner and appearance.
Excellent organizational skills. Educational Requirements: Minimum
of a high school education required. Some college education or
secondary training preferred. Working Requirements: 1. Occasional
travel for business and staff meetings or to attend seminars using
a personal vehicle is likely. 2. Overtime work throughout the year
as projects and busy seasons require is likely. Safety: Minimal
hazards. General office working conditions. May be required to lift
files/boxes in the range of 10-20 pounds. This job description does
not list all required duties. You may be asked to perform other
tasks as necessary. Your performance will be evaluated, in part,
based on your handling of duties listed in this job description.
Management has the right to revise this job description at any
time. The job description is not a contract for employment, and
either you or Kerkering Barberio may terminate your employment at
Keywords: KB PENSION SERVICES, INC., Sarasota , Distribution Administrator, Professions , Sarasota, Florida
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