Administrative Assistant

The Administrative Assistant provides comprehensive administrative and operational support to executive leadership, sales teams, and project managers within the Retirement Solutions division. This position will serve as a primary point of communication with client stakeholders across Retirement Solutions. 

This role is responsible for managing complex administrative processes, coordinating events, handling customer invoicing, and maintaining accurate records in multiple systems. The position requires exceptional organizational skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment.

Qualifications:

• 5+ years of administrative experience; professional services or tech environment preferred.
• Advanced proficiency in Microsoft Office and CRM systems (Dynamics a plus).
• Strong organizational and multitasking skills.
• Excellent communication and attention to detail.

Key Responsibilities

• Executive & Sales Support
  •     Prepare, proofread, and format proposals, agreements, and presentations.
  •     Coordinate with Sales, Legal, and Product Support teams on procurement responses and contract documentation.
  •     Maintain and update tracking spreadsheets for customer purchases, renewals, and project revenue.
  •     Assist with Dynamics CRM updates for implementation projects and marketing lists.
  •     Handle special projects and research assignments as needed.
• Customer Invoicing & Billing
  •     Prepare and track invoices for implementation deliverables, product licenses, and support services.
  •     Set up and maintain billing schedules for recurring services and consulting advances.
  •     Draft and finalize fee adjustment letters for annual maintenance and hosting renewals.
  •     Reconcile billing credits and prepaid support hours monthly.
• Event Coordination
  •     Plan and execute logistics for the annual PensionGold Teaming Conference and Executive Summit.
  •     Manage attendee registration, communications, and on-site support.
  •     Coordinate internal staff events and social gatherings as needed.
• Vendor & Partner Management
  •     Serve as liaison for vendor billing and track invoices for software renewals and memberships.
  •     Review quotes and ensure compliance with pricing guidelines.
• Contracts & Agreements
  •     Assist with preparation, review, and tracking of customer agreements.
  •     Maintain accurate records in Dynamics and update templates on the division portal.
• General Administrative Duties
  •     Process accounts payable and expense tracking.
  •     Maintain office supplies and coordinate facility maintenance.
  •     Support onboarding of new employees and update internal directories.
  •     Prepare and distribute internal announcements and assist with corporate communications.

Organization Structure and Interfaces:

•     The LRS Retirement Solutions consists of approximately 80 employees. This position will report directly to the Vice President of Retirement Solutions and work with all teams within this division.
•     For additional information about LRS, please visit lrs.com

Salary:

$50,000-$60,000 annually.  This salary range represents the low and high end for this position.  The range listed is just one component of LRS’ total compensation package for employees. 

LRS is an equal-opportunity employer. Applicants for employment will receive consideration without unlawful discrimination based on race, color, religion, creed, national origin, sex, age, disability, marital status,  gender identity, domestic partner status, sexual orientation, genetic information, citizenship status, or protected veteran status.