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DC Retirement Services Associate


CT - Glastonbury

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Would you like to join a fast-paced and growing worldwide financial services organization focused on the retirement plan industry? At $25 trillion in assets, the retirement market is central to the investment and financial industry. USICG provides an energetic learning environment for individuals seeking an exciting, rewarding career with aspects of accounting, finance, analytics, and client service.  You will work side-by-side with some of the top consultants and innovative minds in the industry, providing you a platform for career growth within a dynamic employee-centric Firm.

The Defined Contributions (DC) Retirement Services Associate is an entry-level administrator role. This is a career-track position, potentially leading to a Consultant role. The Retirement Services Associate supports more senior staff in providing administration and consulting services while learning about the design, operations, and regulations governing defined contribution/401(k) retirement plans.

·         Perform routine tasks and procedures under general supervision

·         Inspect work to ensure completion and accuracy before turning it in for review

·         Work directly with clients and plan participants, assisting in the administration of benefit plans

·         Communicate effectively with clients and partners to facilitate day-to-day operations

·         Escalate clients’ needs, concerns, and ideas to consultants/team leaders

·         Identify areas for client service improvement and support consultants to implement process changes

·         Perform work efficiently to attain billing and realization rate goals, which directly affect the profitability of the firm

Typical Tasks:

·      Collect, scrub, analyze, manipulate, and process data files

·      Perform standard calculations, such as benefit payments, contributions amounts, and earning calculations

·      Answering participant questions regarding website/VRS login and usage, plan provisions and payment status (live operator call center)

·      Assist in preparing government filings such as Forms 1099-R, 5330, 5500 and 8955-SSA

·      Reconcile all work products

·      Prepare client reports and participant statements

Specific/Individual Core Competencies:

·      Basic knowledge of finance and accounting principles

·      Strong analytical and mathematical skills with an emphasis on problem-solving

·      Intermediate Microsoft Office skills, particularly in Outlook, Excel, Word and/or Access

·      Ability to meet deadlines with the highest degree of accuracy

·      Excellent verbal, written, and interpersonal skills

·      Strong organizational and problem-solving skills with the ability to track multiple tasks and issues, set goals, and prioritize tasks in a fast-paced environment


·      Bachelor’s degree preferably in Business, Mathematics, Finance, or related field is preferred

·      1+ years of work experience in employee benefits, financial services, accounting, or a related field

·      Demonstrated record of success in academics and/or on the job

Job ID:


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