Job Description

Job Description

Job Description

OFFICE ADMINISTRATOR (PENSION PLAN ADMINISTRATION FIRM):
Location: Norwalk, CT
Hybrid/in office

For the past 25 years, LAR Pensions, LLC designed, implemented and administrated Pension Plans to the small business sector.
We are a third-party administration Pension firm sponsoring 401 (k) / Profit Sharing and Defined Benefit Plans.
With their 401(k) and defined-benefit plan needs and client service oriented.
Our work is compliance driven, client service focused, and accuracy is essential.
We are looking for a proactive, detail-oriented Office Administrator to join our team and play a key role in supporting daily operations and client service activities.

Position Summary
The Office Administrator will provide administrative and operational support to our retirement plan administration team. This role involves managing sensitive plan data, interacting with clients, organizing documentation, and assisting with reporting and workflow tracking.
The ideal candidate is organized, tech-savvy , and thrives in a fast paced, IRS Tax deadline driven environment.
The knowledge and tech experience is essential and extremely important in this industry.

Key Responsibilities

• Serve as the first point of contact for incoming calls, emails, and administrative inquiries.
• Maintain accurate digital and physical plan files to ensure documentation meets compliance standards.
• Support client service activities, including tracking deliverables and routing inquiries to appropriate staff.
• Assist with collecting annual plan documents, payroll files, and census data from plan sponsors.
• Prepare documents and correspondence; format reports and assist with annual compliance cycles.
• Coordinate with outside vendors (recordkeepers, payroll providers, custodians).
• Use CRM/task management tools to track deadlines and workflow progress.

Required Qualifications

• High school diploma required; associate or bachelor’s degree preferred (Business Administration, Finance, Accounting, or related field).
• 3 + years administrative experience in a professional or financial-service environment.
• Ability to handle confidential financial/client information with discretion and integrity.
• Strong verbal and written communication skills.
• Exceptional attention to detail, organization, and follow through.

Technology Requirements

• Proficiency in Microsoft Office Suite (Excel, Word, Outlook)
• Ability to work with spreadsheets (filters,v-lookup/pivot tables a plus).
• Experience with document management tools (SharePoint, OneDrive, or similar)

Preferred/Nice-to-have Experience

• Pension Plan or financial services experience 401(k) administration, ERISA knowledge.
• Prior use of accounting and systems such as Quick Books, FT Williams, Datair, Calcair.
• E-signature platforms (Docu Sign, Adobe Sign).

Competencies

• Deadline-driven with strong management skills; business cycle follows IRS Tax deadlines.
• Able to manage multiple projects at once with minimal supervision.
• Positive, professional demeanor with strong client-service orientation.
• Problem-solver with a willingness to learn industry-specific software and processes.

Benefits

• Competitive compensation package with health, dental and vision benefits.
• 401 K Retirement Plan benefits.
• Professional development and training in the retirement plan industry.
• Possible and ample summer vacation/time off allowance.
• Compensation will be based on experience and what the candidate will be adding to our business.

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