Practice Assistant, Retirement Services

Full Time; Salaried; In-office first 90 days, then potential for Hybrid work arrangement

Iselin, New Jersey

About Us:

Access Advisors, LLC is a financial planning practice located in Paramus, NJ with a satellite office in Iselin, NJ. Our clients include New Jersey’s municipalities, fire departments, police departments and school systems. We also service private clients and non-profit organizations. Our team is cohesive, collegial, fast-paced, and professional. Together, we provide our clients with an extraordinarily high level of service.

Position Summary:

As the Practice Assistant, Retirement Services, you will assist with the processing of Retirement Services business. You will be responsible for handling all participant and plan administrator requests (including account maintenance, money movement and account inquiries) and will work with the home office to resolve client and/or processing issues. You will be required to address operations service requests from administrators, participants, and the Financial Planners. You will report to the Practice Manager and will work closely with the Client Services Administrator, Retirement Services.

Who you are:

You are a natural problem solver with great organization skills and supreme attention to detail. You have very strong communication skills, both verbally and written. You are highly professional and comfortable speaking with business associates, and you have the ability to anticipate their needs and proactively provide advice and solutions. You enjoy growth and exploring beyond your area of expertise. You have the ability to work effectively within a matrix management framework.

Job Responsibilities:

• Assist with client phone calls.
• Responsible for handling operations customer service requests from administrators, participants, and advisors.
• Email and regular mail requested paperwork / forms to participants.
• Complete client paperwork and send as requested by client or supervisor.
• Call Home Office to solve client issues and expedite processing.
• Create and maintain good relationship with all administrators for our plans, includes frequent “soft touches” and phone calls.
• Daily review client’s account transactions to confirm their paperwork has been completed.
• Distribute mail to appropriate team members.
• Process LOSAP applications and checks that come into Office.
• Pack materials for conventions and tradeshows.
• Create and send electronic spreadsheets to LOSAP administrators

Requirements:

• Associate degree is preferred
• 2 years administrative experience; prior experience with service of retirement plans is highly desired
• 2 years of customer service experience
• Strong Microsoft Office proficiency; use of CRM and other software systems

We offer: Flexible schedule, paid time off and paid holidays, quarterly bonus structure

Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.

This financial planner is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors, a broker-dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Access Advisors, LLC is not an affiliate of Lincoln Financial Advisors.

CRN-5683249-051223

Job Type: Full-time

Pay: $45,000.00 - $50,000.00 per year

Benefits:

• 401(k)
• Flexible schedule
• Paid time off

Physical setting:

• Office

Schedule:

• Day shift
• Monday to Friday

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Iselin, NJ 08830: Reliably commute or planning to relocate before starting work (Required)

Education:

• Associate (Preferred)

Experience:

• Microsoft Office: 4 years (Preferred)
• Administrative: 2 years (Preferred)
• Customer Service: 2 years (Preferred)

Work Location: Hybrid remote in Iselin, NJ 08830

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