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Administrative Assistant

Company: Community Bank System, Inc.
Location: Utica
Posted on: May 18, 2023

Job Description:


BPAS is a national provider of retirement plans, benefit plans, fund administration, and collective investment trusts. We support 4,200 retirement plans, $110 billion in trust assets, $1.3 trillion in fund administration, and more than 510,000 participants. With our breadth of services, depth of creative talent, and financial resources, we are well-positioned to help our clients solve all their benefit plan challenges without the need to engage multiple providers. One company. One call.

This position is responsible for scanning all daily operational paperwork and completing Mass Mailing Requests. Responsibilities also include assisting in the completion of monthly Participant Benefit Statements and assisting employees from other departments when necessary.Essential Duties:

Daily Scanning of operational paperwork (including clean-up of old files)Enrollment FormsBeneficiary FormsMPL PaperworkIncoming IRA FormsFund Change PaperworkTrust PaperworkPreparing scanned paperwork to be processed for offsite maintenanceComplete Mass Mailing requests and place Billing Tasks; utilizing database systemsUtilize Insertion Equipment monthly in regards to Quarterly Participant Benefit Statements.Assist, and perform as back up to the Receptionist and/or Administrative Assistant when necessary:
PhoneReceptionScanning/FilingStuff envelopes as requiredUBS DownloadB50 lettersPrint labels from database as required
Open, date, stamp and distribute incoming department mailMatch up distribution/loan checks and letters and prepare for outgoing mail.Assist support positions from other departments when necessaryPerform other duties as requested or required

Education/ Training:High School Diploma or equivalent is necessary; 2-year college degree preferred;2 year accounting degree helpful toward advancement potentialSkills:Good Communication Skills, Good Organizational Skills, PC LiterateCompetencies:
Well-developed written and oral communication skills Attention to detail and good organizational skills required. Proficient mathematics skills Relate to co-workers and customers with respect, providing clear and detailed information Display an intermediate level competency with Microsoft Word and Excel, as well as personal computer skillsExperience:Minimum of one to two years of clerical experience is necessary.
Other Job Information

Hours: 40 hours/week Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on! Physical Requirements:The physical demands 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. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus. An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

Keywords: Community Bank System, Inc., Utica , Administrative Assistant, Administration, Clerical , Utica, New York

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