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Analyst

Alternate Locations:

OH - Columbus, OH - Toledo, TN - Nashville

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General Summary:

This is an experienced analyst position supporting the Recordkeeping & Administration senior staff while providing daily administration for client 401(k) plans. This is a career-track position, eventually leading to a consultant role.


Essential Duties and Responsibilities:

  • Processing 401(k) recordkeeping functions/transactions with a high degree of accuracy and within established deadlines
  • Census updates and address changes
  • Processing morning, late day, and trustee system routines
  • Answering client and participant questions to routine transactions
  • Reconciling daily cash for each plan/account
  • Learning technical rules for plans
  • Proactively communicating with senior administrators, trustees, and clients to resolve processing issues
  • Other duties as assigned including 5500's, vesting updates and testing


Specific/Individual Core Competencies:

  • Basic knowledge of finance and accounting principles
  • Proficient in use of Microsoft Word, Excel and Outlook and in use of required processing software/systems
  • Capable of multi-tasking and meeting deadlines with the highest degree of accuracy
  • Detail-oriented with strong organization and communication skills
  • Ability to work independently while also exhibiting a strong team approach to managing and developing relationships
  • Strong analytical and mathematical skills with an emphasis on problem-solving

Education:

  • 2-3 + years of previous client service experience required
  • College degree preferred


Job ID:

21614

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