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Careers

Positions

Retirement Plan Administrator

Hours:  8:30 am – 4:30 pm, Monday – Friday

Pay: Negotiable

The Retirement Plan Administrator will work with clients and advisors closely servicing their retirement plan administration needs. The ideal candidate will have knowledge of compliance testing, the ability to perform accurate contribution calculations, create valuation reports, and assist in preparation of the Form 5500. Qualifications include; 2-3 years of 401k/Defined Contribution Administration, a Bachelors degree or equivalent work experience along with a background in a pension processing system.

Entry Level Administrator Trainee

Hours:  8:30 am – 4:30 pm, Monday – Friday

Pay: $30,000 – $32,000

The Administrator Trainee will be trained to assist members of a team with day to day tasks for handling compliance of qualified retirement plans. Tasks include; processing distributions, loan requests, compliance testing, preparing compliance reports, answering phones, and assisting in managing day to day communication with clients. The ideal candidate will have strong analytical and numeric skills, the ability to work on multiple projects with tight deadlines, be self-motivated, and possess a background in customer service.