Retirement Plan Services Administrative Assistant (00312VBSBF)

Retirement Plan Services Administrative Assistant (00312VBSBF)

Retirement Plan Services Administrative Assistant (00312VBSBF)
Location: Virginia Beach, VA


Dixon Hughes Goodman LLPis a regional, public accounting firm that delivers innovative accounting, tax, audit and specialized services. We are currently seeking an Retirement Plan Services Administrative Assistant for our office in Virginia Beach, Virginia.
As the largest CPA firm based in the Southern U.S., we combine deep industry experience, comprehensive accounting and advisory services and a strong commitment to personal service. We have over 1700 people located throughout the Southern U.S. and Mid-Atlantic located in 30 offices.
Responsibilities:
* Retirement Plan Distribution Processing
* Preparation of participant distribution paperwork for various investment platforms
* Access the internet for research and information requests for the RPS Managers, Senior Manager and Partners
* Develop effective working relationships with investment/ recordkeeping platform contacts to allow for collaboration to meet client needs
* Forward distribution paperwork to platforms via email and / or fax
* Daily scanning and logging of processed distributions
* Track pending distributions and completion of regular follow-up with clients as appropriate
* Corresponds with clients on a regular basis and provides outstanding client support services
* Acts as a point of contact for brokers, investment platforms and clients with regard to participant distributions
* Monitor fax e-mail box including saving incoming e-mails and manage department inboxes
* Navigate investment / recordkeeping websites to pull required information for participant distributions
* Organize hardcopy paperwork and process informational returns for client filing
* Maintain and produce RPS marketing materials for RPS Partners
* Filing for RPS staff
* Preparation of Accounts Receivable and Work in Progress Reports on a weekly basis
* Preparation of Accounts Receivable statements on a monthly basis
* Performs other Administrative tasks that are assigned by the RPS Partner and Senior Managers
* Able to work independently to meet deadlines; while also able to effectively integrate into a team environment
* Maintains professional appearance and demeanor reflective of the company, and demonstrates effective organizational skills at all times
* Self-study for ASPPA examinations and commitment to continuing professional education
Requirements:
* Associate Degree preferred
* At least 3 years of experience working in the administrative field
* Proficiency in MS Office: Word, Excel, PowerPoint, and Outlook
* Knowledge of keyboarding, ten-key adding machine, fax machine, copier, printer, and basic office computer
* Willingness and ability to learn Firm-specific software
* Willingness to complete the self-study necessary to successfully complete the ASPPA RPF-1 and RPF-2 exams
As a full-service public accounting firm providing business solutions, Dixon Hughes Goodman LLP is able to offer our people opportunity and experience in a full complement of industry-specific functions. The tasks assigned will challenge our RPS Administrative Assistants to provide a wide range of administrative solutions. Continued professional experience and growth will be unmatched. Moreover, we offer our employee’s competitive salaries and innovative benefits such as a broad range of industry and management training opportunities.