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
Apply Now
Apply Now
• 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
Apply Now
Apply Now