Job description

Full-time, fully remote position in fiduciary services administration, working remotely 8 AM to 5 PM, Monday through Friday. Wonderful working environment with opportunity for growth. This position is full-time (40 hours per week), hourly, and nonexempt.

Duties

• Review retirement plans, including completed TPA work, for compliance with applicable laws and regulations, accurate asset reconciliation, and proper testing
• Review plan documents, including specific provisions (e.g. compensation definition, eligibility requirements, entry dates), received during implementation of new client set-up
• Review annual compliance packages for potential proposal of plan specification modification.
• Manage multiple tasks, projects, and deadlines at the same time as assigned
• Approve participant transactions (e.g. distribution and loan requests)
• Work with key partnerships to own and complete daily tasks as assigned by the vendor.
• Determine late and on time payroll contributions and rectify, when necessary, with lost earnings
• Onboard client’s final system set up, review and engage in welcome calls
• Grow and expand knowledge of retirement plans; successfully working toward and obtaining a QKA designation with ASPPA
• Actively contribute to a positive team environment
• Must meet or exceed required level of Key Performance Indicators (KPIs) in all measured areas
• Perform other duties as assigned by Directors and Vice President

Qualifications

• Have excellent customer relation skills including the ability to develop and maintain effective relationships
• Be professional and articulate in both verbal and written communication
• Excellent phone skills and willingness to pick up and communicate via the phone
• Be well-organized and self-motivated with the ability to prioritize tasks and meet deadlines
• Personable, highly motivated, hardworking and positive attitude
• Ability to resolve conflict
• Be highly attentive to detail and accuracy of work and maintain an organized approach to duties and responsibilities
• Have strong computer skills including typing, and proficiency in Microsoft Word, Outlook, and Excel
• Be able to comprehend and interpret IRS and DOL regulations
• Work well within a team

Educational and Experience – Bachelor’s degree or work equivalent preferred. One plus years retirement plan administration experience is preferred.

Physical Requirements – This position requires the employee to be seated the majority of the work time.

Note: The statements herein are intended to describe the general nature and level of work for the designated position. The statements are not a complete list of responsibilities, duties, and skills required of personnel so classified. Also, they do not establish a contract for employment, do not eliminate your “at-will” status in any way, and are subject to change at the discretion of National Benefit Services, LLC.

Regular Business hours are Monday - Friday from 8:00 am to 5:00 pm. Salaried employees are expected to be available during regular business hours

Job Type: Full-time

Pay: $21.00 - $24.00 per hour

Benefits:

• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday
• No weekends

Application Question(s):

• Do you have experience working in a fully remote environment? If yes, briefly tell us how you excelled. (required)
• This is a fully remote position. You will need to provide your own reliable computer hardware and internet. Will you be able to do this?
• What type of computer do you have (Chromebooks and iPads do not support our software) and how old is it?
• Can you connect your computer directly to your source of internet via Ethernet cable (rather than relying on Wi-Fi)? (required)
• Is your computer software updated automatically? (required)
• How old is your internet hardware (cable modem, router, etc.)? (required)
• Dual monitors are required. Do you have access to dual monitors? (required)
• Do you have a home office space that is free from distractions? (required)
• Check your internet speed with this link, www.speedtest.net. Tell us your download speed. (required)
• Do you run antivirus software that is updated automatically? (required)
• Retirement Plan Administration is preferred. Do you have experience with Fiduciary, COBRA, HSA, Flexible Benefits, or 401K plans?

Experience:

• phone: 2 years (Preferred)

Work Location: Remote

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