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401(k) Plan Service Rep

CecilCo 401k Managed Solutions

in Remote / Dallas TX

Logo for CecilCo 401k Managed Solutions

Responsible for providing support to employees of 40 – 50 medium sized firms who sponsor 401(k) plans.  Will discuss 401(k) plan distribution and loans options, provide forms fulfillment and processing for transactions.

Job Requirements:

  • Experience working directly with 401(k) or other retirement plans preferred.
  • Strong customer support background.
  • Ability to multi-task in a fast paced environment and demonstrate superior organizational skills.
  • Excellent communication and interpersonal aptitude (both over the phone and in writing/e-mail).
  • Will be required to obtain a Retirement Plan Fundamentals certificate through ASPPA (on-line, paid for by the company).
  • Basic proficiency in MSWord and Adobe, which will be used on a daily basis.

Benefits:

  • Hybrid working arrangement (home/office)
  • Major medical paid for the by company.
  • Long-term disability, vision and life insurance paid for by the company.
  • 401(k) plan with matching and immediate eligibility
  • Paid vacation and sick days
  • Paid holidays
  • Covered/reserved parking


About CecilCo:

CecilCo is a 40 year old 401(k) and 403(b) plan consulting firm providing plan design, fiduciary and administration services to the small to mid-size employer market.

 

How to Apply

For immediate consideration, email your professional resume to:

 consultingservices@cecilco.com


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