Leading Retirement Solutions ยท 2 days ago
Retirement Plan Recordkeeper
United States
Full-time
Remote
Entry Level
$55K/yr - $75K/yr
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No H1B
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Responsibilities
Support daily and balance forward defined contribution and defined benefit plans
Customer support, including answering phones, email and chat inquiries from sponsors, partner and participants.
Engage in daily trading and reconciliation of trust accounts and contributions
Work with Plan Administrators and clients to calculate and allocate contributions
Contribution processing, including processing payroll contribution files
Census analysis and determination of participant eligibility and vesting
Review, approve and process participant distributions, including loans
Conduct payroll training with new clients; coordinate with payroll vendors and our technology team to support the most efficient payroll contribution process for each client.
Plan setup in Recordkeeping systems, including enrollment, contribution, and investment allocation set up for participants
Review plan documents, understand retirement plan provisions, install plans in Recordkeeping system
Create online accounts for each customer, including uploading documents, deliver account login information and monitor utilization
Monthly and quarterly fee processing, including invoicing and plan asset sweeps
Review fund notices and implement fund changes from drafting notices, to communicating with sponsors, advisor partners and participants
Assist with plan conversions, deconversions and mergers/acquisitions
Provide support to our clients including business owners and their employees
Develop new processes, resulting in greater efficiencies and reduced costs
Support, coordinate, and develop processes with a team responsible for servicing a book of company sponsored retirement plans
Research, develop implementation plan and deploy Recordkeeping enhancements
Qualification
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Required
Accounting, bookkeeping or math background tends to lend to success in this position
Superb communication skills and a commitment to superior customer service
Accuracy, accuracy, accuracy is critical to your success in this position
Deadline driven
Solutions oriented and ability to handle changing and competing responsibilities
Strong command of technology and ability to learn new software solutions easily and quickly
Works well with a team
Preferred
Experience with company sponsored retirement plans and/or experience in the financial services or investment industry
Daily recordkeeping or trading experience
Experience with Schwab Retirement Technologies (SRT)
Benefits
Choice between 4 medical plans
Dental, Vision and Accident Insurance
3+ Weeks of Paid Time off (PTO) Starting
Paid Holidays
Employer sponsored 401(k) Plan + Employer matching contributions
Performance bonuses
Financial support for ongoing education and credentialing
Great, casual working environment with casual dress.
100% Employer Paid Work from Home Setup
Flexible Scheduling
Company
Leading Retirement Solutions
Leading Retirement Solutions provide retirement savings and tax reduction services to business owners, including retirement plan design.
Founded in 2011
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Kirsten Curry, J.D., AIF
President & Founder
Company data provided by crunchbase
