Project Assistant

Project Assistant Will Do The Following

• 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 or software.

 Assist with special client projects/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 accessing
  
  

recordkeeping 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 effectively.
• 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 client to prevent unauthorized 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.