Retirement Plan Assistant - Flagstar Bank : Job Details

***Great opportunity for Executive Assistants*** ***Spanish Fluency Required*** In this role, you will be responsible for assistant and clerical duties for the Retirement Plan Services team. Primary point of contact for general team phone and email support to receive and communicate client/employee needs to team. Schedule appointments with plan administrators/employees and RPS team principals as needed. Maintain internal client file management systems. Run client reports. Complete internal research and benchmarking projects. Maintain office supplies.*In this role, your primary responsibilities will include:** Retirement Plan Advisory Group reporting and updating. Quarterly reporting for Scorecards, returns analysis, and style box. Periodic QDIA analysis. Available fund updating after approved fund changes. Quarterly fund asset level updates. * Monitor phone and email communication from plan administrators and plan participants for service issues or appointment setting. Document service issues and escalate to appropriate team members. Schedule participant review meetings and send confirmation/reminders of meeting times.* Data upkeep for CRM management system. Ensure client and service provider contacts and roles remain up to date. Input new clients into CRM system and gather relevant plan information from recordkeepers and service providers.* Maintain client file system. Collect and catalogue appropriate plan documents and forms. Request and update forms periodically.* Maintain office supplies. Order business cards. Request and retrieve bulk printing from marketing department.* Client correspondence. Send holiday, birthday, anniversary, and thank you notes as needed. Keep ongoing database of information for timely annual communications. * Quarterly webinar coordination. Assist with the preparation, invitation, and delivery of quarterly webinar series. Circulate invitations, send plan details, and gather registrations and attendance numbers. Assist with collateral distribution following presentations.* Spanish Translation (applicable only to bi-lingual applicants). Engage with Spanish speaking plan participants to connect them with preferred language resources. Translate webinar presentations as needed.*To be successful, your background should match these qualifications:** Bachelor s degree (BA, BS, BBA, etc.) from four-year college or university* Minimum 3 years experience within a professional office environment* Client facing or customer service experience, highly personable* Verbal and /written fluency in Spanish and English with ability to translate in real time* Organized and comfortable working in a high paced environment* Able to multi-task and prioritize* Executive Assistant experience, preferred* Proficient in Excel, PowerPoint, Acrobat, Word; OneNote experience preferred* Experience with committee meeting minutes documentation, preferred* Ability to learn new software quickly* Ability to work independently to complete tasks and extended projects within expected timeframes; quick learner* Strong attention to detail and strong work ethic