The positions we are looking to fill are those of entry level and/or experienced Plan Administrator. For the entry level position, the right candidate will be trained to perform the more complex duties required to be successful and advance within the organization.
We have a collaborative, friendly working environment, offer a competitive salary, and provide a valuable benefits package.
Ideal New Team Members have:
Strong organizational, analytical and detail-oriented skills
Desire to learn and grow within a firm
Interest and/or passion for reconciling numbers
Degree in Finance, Mathematics, or Accounting
Ability to prioritize workload to meet deadlines on various, different tasks and projects
Ability to compose professional emails and communicate professionally and respectfully on the phone
Ability to work within stringent deadlines that sometimes require extra hours during our busy season
Ability to ask pertinent/relevant questions to clarify and advance understanding on complex topics
Ability to work independently and collaboratively
Ability to handle duties with confidentiality and extreme professionalism
Proficiency in Excel, Word and Outlook
If you have the attributes above, we look forward to having you join us, so we can train you to manage the following aspects of defined benefit and defined contribution retirement plans:
Reconciliation of simple trust accounts
Preparation of financial statements and tax filing forms
Execution of participant distributions
Retirement plan valuation and compliance testing work
Please email a cover letter, resume and references. Please include the reference IN5.
Job Type: Full-time
Salary: $40,000.00 to $75,000.00 /year
Education:
Bachelor’s (Preferred)
Additional Compensation:
Bonuses
Work Location:
One location
Benefits:
Health insurance
Dental insurance
Vision insurance
Retirement plan
Paid time off
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