Client Administration Associate

Description

M Financial Group is a community of leaders comprising the best and brightest minds in our industry. By combining individuals' expertise and skill, M Financial Group has become a powerful force committed to advancing the interests of our industry, communities, and clients for over 40 years. M's solutions are rooted in the diverse expertise of our team, our collaborative approach to innovation and our comprehensive support.

We embrace a progressive, dynamic mindset for every role. M Financial Group provides a professional community that actively supports individuals with diverse backgrounds and perspectives who come together to build and support best-in-class solutions. If you're looking to be a part of a high performing, collaborative, and dedicated team, M Financial Group is in search of our next Client Administration Associate to join our team.

The Client Administration Associate is responsible for the day-to-day administration of a wide variety of non-qualified benefit plans and related financing programs for corporate and bank clients. You will be responsible for supporting the team by producing reports, assisting with client deliverables, and fielding requests from plan participants.

Responsibilities

  • Interact with clients and participants on a routine basis, including fielding client/participant requests, track and update master workflow calendar, and assist with administrative requests and inquiries
  • Prepare benefit plan enrollment materials and website and field participant inquiries during open enrollment periods
  • Prepare, update, and audit client deliverables based on established standards and frequencies (monthly, quarterly, annually) and within compliance guidelines, including participant benefit statements, corporate benefit accounting reports, benefit plan distributions, FICA taxable income, proxy disclosures, imputed income, compliance reviews, cash value, funding adequacy reports, and trust reconciliation
  • Monitor and prepare premium billing and service fee invoices
  • Perform life insurance policy administration and transaction processing, including cash value fund rebalancing, policy surrenders and exchanges, face amount changes, and death claims
  • Share in quality control audit processes with team members to ensure 100% accuracy of deliverables
  • Assist with other special projects and duties as assigned

Qualifications

  • Bachelor's degree in Accounting, Finance, Mathematics, Economics, General Business or related field preferred
  • 2 + years of experience in customer service preferably in a financial, accounting, insurance, or employee setting
  • Strong proficiency in MS Word, Excel, Outlook, and familiarity with Access
  • Ability to maintain sensitivity to, and awareness of, confidentiality, compliance, and regulatory requirements
  • Excellent verbal and written communication skills with an eye for detail
  • Ability to quickly develop effective working relationships with internal and external stakeholders

Job Conditions and Environment

  • Normal office environment/desk assignment
  • Extensive use of PC's, computer terminal, display, keyboard, and mouse
  • Extensive hands on work with Word and PDF documents, spreadsheets, and other written documents
  • Potential for Light travel, up to 5% (when safe)

This position description is not intended to be and should not be construed as an all-inclusive list of responsibilities, skills or working conditions associated with this position. While this description is intended to accurately reflect the position's activities and requirements, management reserves the right to modify, add or remove duties as necessary.






Category

Executive Secretaries and Executive Administrative Assistants


Education

Bachelor's Degree


Experience

2 to 20+ years


Job type

Full time

Posted
10/02/2021
Salary Range
$22,000.00 - 30,000.00
per Year
Salary range estimated by
Location
Portland, OR 97201, US
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