Pro Staff is currently working with an organization in the Brainerd Lakes Area that is in need of an Installation Administrator. In this role you will be responsible to manage all elements of installation events and tasks. Job Duties/Responsibilities:
Communicates implementation plan, including but not limited to the key objectives and deliverables, scheduling, tracking and reporting to internal and external parties.
Ensures appropriate fund selection, availability and establishment of account and trading information. Works through any residual issues to ensure funds, share classes, trading activity and account set-up is correct.
Manages case load effectively to meet or exceed departmental service goals and partner specific service levels for quality and timeliness.
Provides clear communication regarding the roles of each individual involved in the implementation.
Collaborates with team members to continuously improve implementation processes.
Makes recommendations to clients based upon needs and standard service available within the retirement plan products.
Coordinates with the client to review all implementation processes, retirement services administrative requirements are in order to facilitate the installation of the account.
Communicates the details of the account installation to each internal department, as it pertains to their workflow. Performs updates to internal tracking system.
Keeps Sales Managers, Account Managers and Implementation Management informed of account definition and installation activity.
Conducts evaluations during the account setup with the client(s) to ensure changes are processed accordingly.
Provides training and assistance to clients to ensure completion of the client tasks and issue resolution.
Ensures internal department’s completion of tasks, within the implementation plan, by the scheduled date.
Assigns and performs tasks to meet service timelines.
Excellent presentation skills, telephone etiquette and professionalism, client service skills and time management proficiency.
Excellent written and oral communication skills. The ability to communicate effectively (clear, concise and professionally) with all levels within the organization, as well as with our client base.
Successful Completion of Pro Staff’s Office Assessments which include Typing, MS Word, Excel, Data Entry and 10 Key.
To be considered for this opportunity, please email your resume to email@example.com, apply online at www.prostaff.com, or call/text our office at 218-825-0434.