Job Details

We are always looking to add new Talent to our Team. If you are looking for the last place you will ever want to work, then look no further. ERISA Services was voted Top Places to work in 2020, 2021, 2022 and 2023 by our Team of dedicated retirement plan professionals. At ERISA we like to say we are a Family. We truly care about each other and that is what makes our culture so special. Our Culture is one that promotes honesty, integrity and dedication to our clients, business partners and each other. We are always looking for hardworking individuals who are ready to roll up their sleeves and put in a good honest day's work.

We are currently seeking a Administrative/Receptionist support specialist to join our Team.

Position summary:

Primarily responsible for answering all incoming calls and assisting all teams with document processing, ordering supplies, responsible for all incoming and outgoing mail, scanning, faxing, electronic filing of all documents, and maintaining the TDS Telephone receptionist program.

Role qualifications:

• Excellent phone etiquette
• Excellent verbal communication skills
• Punctuality and dependability is vital
• Able to work with minimum supervision
• Customer service driven (internal and external)
• Ability to multitask efficiently and maintain accuracy

Position responsibilities:

• Answers and directs all incoming calls using the TDS phone system and pre-established protocols for the different types of calls
• Maintains TDS phone system and office closure schedules
• Maintain TDS phone lists current with new staffing changes
• Greet and assist visitors daily
• Manage conference room schedule for meetings
• Fax, copy, scan and electronically file documents throughout the day for various teams
• Deliver and pick up the mail at the US Post Office and the PO Box at 10 am daily
• Drop off outgoing mail at the end of each day at the US Post Office
• Processes mail received daily according to established procedures. Example: scan and electronically file brokerage statements, scan and email QDRO or Distribution documents.
• Prepare and mail various documents and packages following established procedures (Certified mail, FedEx, FedEx Ground, and USPS)
• Check distribution mailing folder on a daily basis, print and mail outgoing distribution packages
• Follow check received procedure and deliver to the accounting team before 12 noon daily
• Order supplies for main office and remote employees, as requested
• Pull the monthly survey results and deliver to the leadership team
• Monitor the supply of marketing folders and prepare and restock as needed
• Monitor the supply of mailing labels and create new ones as needed
• Any other task or projects as requested by the Executive Team

Essential skills and experience:

• Time management: the ability to organize and manage multiple priorities timely and effectively
• Customer service experience
• Strong customer orientation
• Excellent interpersonal and communication skills
• Strong team player
• Commitment to company CORE values
• Proficient in Microsoft Word and Excel

Valued but not required skills and experience:

• Customer service experience

Reporting to this position:

No direct reports

Physical demands and work environment:

The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Physical demands: While performing duties of job, employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; balance; stoop; talk or hear. Employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
• Work environment: While performing the duties of this job, the employee is exposed to weather conditions prevalent at the time. The noise level in the work environment is usually minimal.

Security Compliance Statement:

ERISA Services, Inc. Management has established, implemented, and maintains an ongoing Information Security Awareness Program in order to protect all Team Members, information technology assets, and our clients, suppliers, and shareholders. The purpose of this program is to inform, educate, and motivate Team Members regarding information security, and specifically in the areas of maintaining confidentiality, integrity, and availability of the company's data. ERISA Services is committed to protecting the Personally Identifiable Information that is entrusted to us, and to keeping our systems and procedures up to date and in compliance with industry best standards.

ERISA Services is a Drug Free Workplace, EVerify and Equal Opportunity Employer and Prohibits
Discrimination and Harassment of any Kind: ERISA is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at ERISA are based on business needs, job requirements and individual qualifications, without regard to race color, religion or belief, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. ERISA will not tolerate discrimination or harassment based on any of these characteristics. ERISA encourages applicants of all ages.