Retirement Plan Recordkeeping Associate, (RSG)
Core
Process retirement plan transactions, manage participant data, and support plan administration for small- to mid-sized business 401(k) plans.
Role type
entry-level operations associate (retirement plan recordkeeping)
Builds
accurate plan accounting and participant service records for TPA clients
Domain
financial services / retirement plan administration
Deliverable
dashboards & analysis
Required skills
data entry, reconciliation, trade processing, document management, participant inquiry resolution, Microsoft Excel, workflow platform usage
Preferred skills
retirement plan experience, benefits administration, professional services operations
Responsibilities
Process contributions and distributions, manage enrollment forms, perform cash and fund reconciliations, complete trade processing, respond to participant inquiries, sort and organize incoming mail, resolve discrepancies
Seniority
entry-level IC