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401(k) Retirement Plan Administrator

Midwest TPA with Remote Workforce

in Remote / Beachwood OH

Are the following things important to you in a workplace?

  • Life / work balance
  • Casual and friendly work environment
  • Cooperative and helpful coworkers
  • Competitve compensation based on experience
  • Work from home opportunity (EST, CST time zones preferred)

If yes, our office may be the perfect place for you.

Cleveland financial / retirement planning firm has excellent opportunity for a detail-oriented, well organized individual to learn 401(k) plans from the ground up.  This position will provide direct support for our firm’s 401(k) Plan Administrators with a goal of having taking on their own block of retirement plans to administer within 6 to 9 months of hire as our company grows.

Duties include:

  • Processing deposits related to retirement plans
  • Processing withdrawals from retirement plans
  • Determining 401(k) plan enrollments
  • Trust reconciliations for retirement plans
  • Government form preparation
  • General administrative tasks

Qualifications / Skills / Interests:

  • Bachelor's degree in Accounting, Business or related field
  • Aptitude for systems and technology
  • Math aptitude with a love of numbers
  • Rewarded by helping people
  • Aptitude for / interest in advanced Excel applications
  • Excellent verbal and written skills
  • Interpersonal skills to interact effectively with colleagues, sponsors and participants
  • Excellent analytical skills, attention to detail and high level of accuracy
  • Excellent organizational, problem solving and time management skills
  • Ability to independently manage workload and prioritize duties


  • Health / Life Insurance
  • 401(k) Plan (immediate entry)
  • Personal / Vacation Time

How to Apply

Please apply for the 401(k) Retirement Plan Administrator position by clicking Apply Now below:

Apply Now

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