Project Assistant

• Assist in the completion of certain project tasks including but not limited to: Process annual force-out distributions
• Calculate eligibility for certain plans to determine newly eligible plan participants
• Compile annual participant notices
• Assist in the implementation and test of new systems and softwares
• Assist with special client projects or corrections
• Monitor loans and loan defaults
• Calculate and update vesting
• Complete system audits for accuracy and completion
• Gather, sort, and analyze data needed for assigned project tasks including assessing record-keeping portals and other systems to generate reports needed
• Communicate with internal and external parties to gather information as needed
• Create appropriate documentation for assigned tasks
• File documents electronically based on established criteria
• Execute electronic notice delivery for applicable projects
• Coordinate mailings with external mailing partner to distribute applicable notices for certain projects
• Upload data to recordkeepers and other systems in order to update records as needed
• Collaborate with team members to ensure workload is managed efficiently
• Follow-up with appropriate parties on outstanding paperwork or outstanding items
• Maintain accurate records of all assignments
• Communicate regularly with Project Manager to ensure project tasks are on track for overall project success
• Complete thorough quality control reviews of work
• Protect and secure all confidential data held by the client to prevent unauthorised access, improper transmission, and/or unapproved disclosure of information that could result in harm to the company or our plan sponsors, participants, advisors, and vendors
• Use designated software and tools to complete all assigned tasks. This includes but is not limited to Verify, FT William, Pension Pro, and Card File
• Perform other duties as required

• Strong analytical, organizational, and problem-solving skills
• High attention to detail with commitment to accuracy
• Ability to manage multiple projects and meet deadlines
• Proficiency in Microsoft Office Suite (Excel, Word, Outlook)
• Strong written and verbal communication skills
• Ability to work independently as well as collaboratively within a team
• Commitment to maintaining confidentiality and data security

Experience with Verify, FT William, Pension Pro, and Card File is a plus