Documentation Assistant - Temp to Perm
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Documentation Assistant - Temp to Perm
Ref No.: 18-04382
Location: Milwaukee, Wisconsin
Documentation Assistant
Milwaukee, WI
6+ Months Temp to Perm


Position Summary:
This position is for a seasoned support staff in Pension Administration who works independently under moderate supervision for routine situations. This role provides support to a client team in the form of processing forms, pension reporting or handling complex participant questions
Job Responsibilities:
  • Process and review participant forms and requests.
· Provide pension reporting support. Prepare and peer review of Client reports to include: weekly, monthly and quarterly reporting.
· Monitor timely processing of files, and reports
Job Qualifications:
  • Proficiency in Microsoft Office, with demonstrated expertise in Word
  • Working knowledge of Excel and Access a plus
  • Strong organizational skills and excellent attention to detail
  • Ability to work effectively with a wide variety of team members
  • Ability to work well under pressure, juggle tasks (both client and office-related) and work efficiently against deadlines
  • Ability to prioritize multiple projects and adjust workload accordingly
  • Willingness to learn and adapt to new responsibilities
  • Willingness to delegate and share work as needed