Pentegra Retirement Services · 1 day ago
Fiduciary Support Analyst
United States
Full-time
Remote
Entry Level
$48K/yr - $55K/yr
2+ years expPentegra Retirement Services is responsible for providing retirement solutions, and they are seeking a Fiduciary Support Analyst to maintain the SmartPayroll System. This role involves onboarding clients, providing daily support, and ensuring high levels of customer service and confidentiality.
ConsultingFinancial Services
Responsibilities
Facilitate Onboarding Process For SmartPayroll Clients Includes
Setup of SmartPayroll and any ancillary systems
Development of the payroll file with the client and payroll provider
+ Mapping provisions to payroll file fields
+ Mapping of payroll file fields to system fields
Testing the file as submitted by the client and/or payroll provider
Testing the file with the provider for certification
Training of the client / payroll provider on the file submission
Attending Client Transition led calls as requested
Daily Support Of SmartPayroll Systems Includes
Client support in the form of emails and phone calls with clients and/or payroll providers – immediate response time expected
Monitor SmartPayroll and help clients
+ Trouble shoot file errors and corrections
+ Resolve Pentegra internal kick-out emails when a file will not process
Updating SmartPayroll and ancillary systems for change requests from the client
+ Coordinate Client and Payroll providers in the event client hires a new company
+ Calendar updates
+ Changing payroll frequencies
+ Updating contact information including adding / removing access for plan contacts
+ Password resets
Requires interaction with the 3(16) Team
+ Prior Years of Service requirements
+ Dual Eligibility report
Ensures 3(16) SmartPayroll procedures are followed
Qualification
Required
College degree preferred or minimum of 2 years of Retirement and/or Benefits Experience
Ability to work in a team environment as well as independently
Detailed Oriented
Excellent verbal and written communication skills
Problem solving ability
Provide a high level of service to Team and Clients
Strong Excel
Company
Pentegra Retirement Services
Pentegra Retirement Services is a financial services company that provides financial retirement planning and fiduciary outsourcing services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
P
Pete S.
Vice President, Chief Technology Officer
C
Charles Sorrentino
SVP CFO
Recent News
bloomberglaw.com
2025-12-03
bloomberglaw.com
2025-05-04
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