Employer Industry : Insurance and Financial Services
Make your application after reading the following skill and qualification requirements for this position.
Why consider this job opportunity :
- Salary up to $92,000.00
- Annual incentive bonus plan
- Generous paid time off, including 11 paid holidays and 2 wellness days per year
- Opportunities for career growth and advancement within the organization
- Supportive management approach and a caring company culture
- Paid time off to volunteer and an employee giving program that matches donations
What to Expect (Job Responsibilities) :
- Administer defined contribution and defined benefit plans, ensuring compliance with regulatory requirements
- Interpret plan document provisions and manage participant and plan level accounts for accuracy
- Research errors and reconcile activities within plan and participant accounts, creating client-facing reports
- Act as a subject matter expert, providing recommendations and feedback for operational corrections
- Mentor less experienced analysts and review peers’ work for accuracy in plan administration
What is Required (Qualifications) :
- 3-5 years of experience working with retirement plans
- Bachelor’s degree in business, finance, math, or accounting preferred, or equivalent relevant experience
- ASPPA QKA designation completed or in process is desired
- Strong critical thinking and analytical skills
- Excellent communication skills, both verbal and written
How to Stand Out (Preferred Qualifications) :
- Experience in the insurance and financial services industry
- Familiarity with IRS / DOL guidelines related to retirement plans
- Previous mentoring experience or leadership roles
- Knowledge of process improvement methodologies
- Proficiency in relevant software tools for plan administration
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Retirement Plans Operations Analyst (12pm - 9pm Pacific)
Familiarity with IRS/DOL guidelines related to retirement plans. Administer defined contribution and defined benefit plans, ensuring compliance with regulatory requirements. Mentor less experienced analysts and review peers’ work for accuracy in plan administration. ...
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