
51 - 200 employees
šø Finance
š³ Fintech
āļø 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.
š„ 1 minute ago
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51 - 200 employees
šø Finance
š³ Fintech
āļø 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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