
51 - 200 employees
💸 Finance
💳 Fintech
⚕️ Healthcare Insurance
Finance • Fintech • Healthcare Insurance
Employee Fiduciary is a full-service recordkeeper and third-party administrator (TPA) that specializes in providing affordable 401(k) solutions for small and medium-sized businesses. Established in 2004, the company assists over 5,000 businesses and 145,000 participants in their retirement savings efforts. Employee Fiduciary offers a range of services including recordkeeping, participant websites, and TPA services, along with options for low-cost investments such as Vanguard funds and ETFs.
🕒 October 2
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51 - 200 employees
💸 Finance
💳 Fintech
⚕️ Healthcare Insurance
Finance • Fintech • Healthcare Insurance
Employee Fiduciary is a full-service recordkeeper and third-party administrator (TPA) that specializes in providing affordable 401(k) solutions for small and medium-sized businesses. Established in 2004, the company assists over 5,000 businesses and 145,000 participants in their retirement savings efforts. Employee Fiduciary offers a range of services including recordkeeping, participant websites, and TPA services, along with options for low-cost investments such as Vanguard funds and ETFs.
• Process work order requests made by Administrators • Learn and maintain working knowledge of EF Operations procedures • Review and update the status of all assigned daily work requests • Send follow-up emails on pending requests • Enter notes for work requests that may have issues or are overdue • Process annual contributions, fund transfers, payroll/source/trading corrections, and answer participant and plan sponsor questions
• Analytical and problem-solving skills • Working knowledge of Microsoft Office software • Expert understanding of department processes, procedures, and standards • Ability to interact cordially and productively with all company employees • Ability to handle multiple tasks effectively • Ability to work under pressure and prioritize • Excellent organizational skills • Ability to use general office equipment, including computer keyboard by touch, voice mail system, copy machine, and printers • Ability to proficiently read, write, and communicate clearly in English • Ability to maintain an effective working relationship with and among employees • Effective communication skills with ability to handle difficult people or situations • General business, accounting, or finance degree preferred • Five years related work experience and accounting classes may be substituted for degree • Prior experience with Relius or similar software is a plus
• Generous paid time off benefits • Medical, dental, and vision coverage • Group life insurance • Company paid short and long term benefits • 401(k) plan • Dependent Care Account (DCA) • Flexible Spending Account (FSA) • Full training provided
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