Retirement Plan Operations Associate

Description: • Assist Plan Compliance Analysts with importing Census information into Administration software. • Assist in the gathering of financial information from a variety of Fund Companies and importing information into Administration Software. • Assist in processing Distributions and Loans for Plan Participants. • Assist with tracking workflow in PensionPro Software. Coordinate corrections of data discrepancies with client and internal teams. • Assist Plan Compliance Analysts with reconciliation of brokerage account statements. • Assist in the force-out of terminated participants with small balances. • Annual compliance package assembly. • Review and upload client 401(k) payroll files via various online platforms. • Suggest workflow improvements and support automation initiatives. • Other duties as assigned. Requirements: • 2–4 years of general administrative or work experience. • Strong attention to detail and accuracy in data and record-keeping. • Comfortable working with multiple computer systems and software platforms. • Able to manage high-volume, repetitive tasks and meet tight deadlines. • Self-starter who can work independently and collaboratively. • Strong communication skills, both verbal and written. • Highly organized and effective at prioritizing tasks. • Problem-solver with a continuous improvement mindset. • Proficiency in Microsoft Word, Excel, Outlook, Teams. Benefits: • Flexible Workplace • Competitive PTO • Inclusive Environment • Development Opportunities • Comprehensive Benefits • Workplace Perks Apply Job! Apply to this Job