401(k) New Business System Setup Specialist, Entry Level

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🔥 0 minutes ago

🏈 Alabama – Remote

🏈 Alabama – Remote

⏰ Full Time

⚪️ Entry-level

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Employee Fiduciary

WebsiteLinkedInAll Job Openings

51 - 200 employees

The Ideal 401(k) for Small and Medium-Sized Businesses.

📋 Description

• Learn and maintain proficiency in all software required to perform job responsibilities, including Relius Administration. • Establish and maintain new retirement plans within Employee Fiduciary systems, including Relius Administration, Matrix Trust Company, and CRM platforms. • Prepare enrollment materials, participant notices, and other onboarding documents for clients. • Enter employee census information and conversion data into Relius Administration. • Maintain organized and accurate electronic records in accordance with departmental standards. • Assist with special projects and additional duties as assigned. • Comply with all company policies, procedures, and operational standards.

🎯 Requirements

• A bachelor's degree in Business or a related field is preferred; however, candidates with one or more years of experience in the third-party administration (TPA) and/or retirement plan recordkeeping industry will also be considered. • Advanced proficiency in Microsoft Excel required. • Experience with Relius Administration or similar retirement plan administration software is a plus. • Strong attention to detail and commitment to accuracy. • Excellent organizational and time management skills. • Ability to effectively manage multiple priorities and meet deadlines in a fast-paced environment. • Strong written and verbal communication skills. • Ability to work collaboratively and maintain positive working relationships with clients and coworkers. • Proficiency in reading, writing, and communicating in English. • Ability to use standard office equipment and technology.

🏖️ Benefits

• Opportunity to build a long-term career in the retirement plan industry. • Collaborative and supportive team environment. • Exposure to retirement plan administration, compliance, and client onboarding processes. • Opportunities for professional development and growth within a rapidly expanding organization.