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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


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

Job ID:


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Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval.
Resumes submitted or candidates referred to USI Insurance Services by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of USI Insurance Services. The Company will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.

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