Administrative Assistant- BOCA RATON

Job Responsibilities:

• Process withdrawal claims and other financial transactions received via mail or e-mail.
• Review and validate claim forms. Process non-financial transactions received by mail and e-mail.
• Ensure all withdrawal requests and non-financial transactions are completed accurately and processed with valid transaction date. Enter cases as well as information relating to cases in Salesforce and prepare withdrawal paperwork for mailing.
• Call participants to clarify information on claim forms, provide status updates regarding claims, assist with completing claim forms and answer general information regarding claims. 

• Assist the Administrative staff where necessary with the fulfillment of regulatory requests made by participants through Telemarketing. Enter information as required in Salesforce.

• Prepare correspondence to be sent by the Customer Service Representatives and assist Telemarketing management with special projects. Perform other duties as assigned.

Requirements:

• College degree preferred, not required.
• 2 to 3 years prior administrative experience.
• Excellent administrative skills with strong attention to detail and accuracy.
• Excellent communication and customer service skills.
• Must be able to work from 8:00 a.m. until 7:30 p.m., Monday through Friday.
  • Typical schedule 9am to 5:30pm
  • Required overtime until possibly 7:30pm, when needed. (OT pay)

1. Must be able to work overtime when needed
2. Excellent communication and customer service skills
3. College Degree Preferred

• Medical, Dental and Vision Coverage
• Retirement Plan Options
• Car Reimbursement program (monthly stipend plus mileage reimbursement)
• Paid time off: 18 vacations days, 2 floating holidays, plus 9 to 10 company holidays and 5 sick days (or as required by state law)
• Matching Gift Program: Mutual of America matches donations of $25 or more to your favorite organizations
• Short-term and long-term disability