Project Assistant

About the role

The Project Assistant will support various project‑related tasks for Helpware’s client and internal initiatives. The role involves assisting with compliance processes, data analysis, system testing, documentation, and coordination with internal and external stakeholders. The position requires strong attention to detail and the ability to manage multiple priorities in a fast‑paced environment.

Key responsibilities

• Process annual force‑out distributions and calculate eligibility for plans.
• Compile annual participant notices.
• Assist in implementation and testing of new systems and software.
• Support special client projects or corrections.
• Monitor loans and loan defaults; calculate and update vesting.
• Conduct system audits for accuracy and completion.
• Gather, sort, and analyze data for project tasks and generate reports.
• Communicate with internal and external parties to obtain information.
• Create and file documentation electronically according to established criteria.
• Execute electronic notice delivery and coordinate mailings with external partners.
• Upload data to recordkeepers and update records as needed.
• Collaborate with team members to manage workload efficiently.
• Follow up on outstanding paperwork and maintain accurate assignment records.
• Communicate regularly with the Project Manager to track progress.
• Perform thorough quality control reviews.
• Protect and secure confidential client data.
• Use designated software tools (Verify, FT William, Pension Pro) to complete tasks.

Required profile

• Strong attention to detail.
• Effective written and verbal communication.
• Ability to manage multiple priorities simultaneously.
• Comfortable working in a fast‑paced environment.
• Collaborative mindset with proactive follow‑up.

Required skills

• Verify (software)
• FT William (software)
• Pension Pro (software)
• System testing
• Data analysis