Mand Consulting Group

Administrative Assistant

• Process and report distributions from retirement plans
• Confer with customers by telephone or in person regarding retirement plan status
• Contact participants to respond to inquiries and requests and maintain records
• Prepare Immediate Distribution Packages and communicate instructions

Retirement Plan Distributions Administrative Assistant

Accountant

• Reconciliation of retirement plan investment accounts/trust accounting
• Preparation of Financial Statements
• Interim Review and updating of records
• Accounting for Participant Loans
• Contacting clients and financial institutions for necessary information

Retirement Plan Distributions Administrative Assistant

Trust Accountant