1 jobs found in Albany

An Administrative Assistant I provides essential administrative and operational support to our Third-Party Administrator (TPA) specializing in qualified retirement plan administration. This role is responsible for assisting our team of plan administrators, consultants, and compliance staff with day-to-day activities related to plan administration, client service, and regulatory support. This position plays a critical role in supporting timely and accurate administration of retirement plans while providing a high level of service to internal team members and external clients. The ideal candidate is detail-oriented, organized, dependable, and comfortable working in a professional services environment that requires accuracy, confidentiality, and adherence to deadlines. JOB FUNCTIONS: • Prepare various forms to send to plan participants and track them to ensure receipt • Prepare IRS Forms (1099-R, 1096, 945, Form 5500) using data provided by staff • Draft correspondence and prepare...