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RETIREMENT SPECIALIST

Company: AppleOne Employment Services
Location: Fresno
Posted on: October 29, 2024

Job Description:

401k Specialist/Retirement Account Manager ABOUT THE JOB: We are seeking experienced candidates to apply for a role as 401k Specialist/Account Manager for a local Fresno Wealth management company. Responsibilities include consulting with clients to achieve their desired retirement plan goals, compliance testing, calculating contribution allocations, reconciliation of plan trust assets, completing annual valuation reports, prepare government filings, Form 5500 series and more. PERKS & BENEFITS: --- Excellent benefits, flexible hours --- Competitive pay range --- Employee Appreciation Events SKILLS & QUALIFICATIONS: --- 3+ years of plan administration experience preferred. --- Experience as a Retirement Plan Assistant or Administrator --- Excellent client service/customer service --- Strong knowledge of Microsoft Excel, Word, Outlook, Adobe --- Knowledge of financial software programs --- Experience in Defined Benefit is a plus.

Keywords: AppleOne Employment Services, Madera , RETIREMENT SPECIALIST, Other , Fresno, California

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