Retirement Plan Operations Associate
- Description:
- Assist Plan Compliance Analysts with importing Census information into Administration software.
- Assist in the gathering of financial information from a variety of Fund Companies and importing information into Administration Software.
- Assist in processing Distributions and Loans for Plan Participants.
- Assist with tracking workflow in PensionPro Software. Coordinate corrections of data discrepancies with client and internal teams.
- Assist Plan Compliance Analysts with reconciliation of brokerage account statements.
- Assist in the force-out of terminated participants with small balances.
- Annual compliance package assembly.
- Review and upload client 401(k) payroll files via various online platforms.
- Suggest workflow improvements and support automation initiatives.
- Other duties as assigned.
- Requirements:
- 2–4 years of general administrative or work experience.
- Strong attention to detail and accuracy in data and record-keeping.
- Comfortable working with multiple computer systems and software platforms.
- Able to manage high-volume, repetitive tasks and meet tight deadlines.
- Self-starter who can work independently and collaboratively.
- Strong communication skills, both verbal and written.
- Highly organized and effective at prioritizing tasks.
- Problem-solver with a continuous improvement mindset.
- Proficiency in Microsoft Word, Excel, Outlook, Teams.
- Benefits:
- Flexible Workplace
- Competitive PTO
- Inclusive Environment
- Development Opportunities
- Comprehensive Benefits
- Workplace Perks
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