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DATE ADDED: Wed 17/10/2018

Financial (401K) Admin Assistant

Pittsburgh, USA


Job Description

Pittsburgh investment/wealth management group in need of experienced Administrative Assistant.
Selected candidate will provide full range of support to company’s established 401K department/group.

Duties to include:

  • Monitor and review IRA and ERISA accounts on a monthly basis for compliance. Frequently worked with outside counsel and investment advisors to correct IRS/DOL compliance issues.
  • Lead and participate in numerous projects to ensure compliance with IRS and DOL rules.
  • Review ERISA plans for acceptance and prepared all the documentation for the client.
  • Responsible for keeping all of WM up to date on compliance, IRS, DOL and ERISA rules and regulations.
  • Keep team on track with my superior organizational skills and meet with colleagues on a weekly basisto discuss open items for target completion.


  • Previous financial administrative support experience and knowledge of investment products (experience within 401k area required)
  • Proficient MSOffice skills with ability to learn new software as needed
  • Professional verbal and written communication skills
  • Strong organizational and multi-tasking skills
  • Ability to work as part of a team

Role: Financial (401k) Admin Assistant
Job Type:
Location: Pittsburgh,

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