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Jr. Account Manager

401KInABox

in Remote

Join 401Kinabox - Simplifying Retirement Plans for Small Businesses!

Are you passionate about making retirement planning easy and accessible for everyone? If so, we want you on our team at 401Kinabox!

About Us:

At 401Kinabox, we're a dedicated team providing hassle-free 401(k) and Defined Benefit Plan administration for small businesses. Our mission is simple: we aim to make retirement plans straightforward, convenient, and affordable, ensuring a secure financial future for business owners and employees alike.

The Opportunity: Retirement Plan Account Manager

Join us as a Junior Retirement Plan Account Manager, where you'll be the primary point of contact for a portfolio of 401(k) plans. Your role involves ensuring client satisfaction, smooth plan operation, and effective communication with plan sponsors, advisors, and CPAs. This is a fantastic opportunity to learn and grow in a rapidly expanding small company.

What Sets Us Apart:

Join a dynamic team of experienced retirement plan experts and technology professionals. At 401Kinabox, we leverage cutting-edge technology to simplify plan administration, making it as easy as possible for plan sponsors and their advisors.

Responsibilities:

• Review 401(k) plan reports for accuracy.
• Provide excellent customer service for day-to-day inquiries.
• Proactively engage with clients and advisors.
• Interpret plan documents and ensure compliance.
• Explain contribution calculations to plan sponsors.
• Learn to perform contribution calculations and annual 401k compliance testing.
• Collaborate with recordkeeping platforms and payroll providers.
• Assist clients and advisors on our website and applications.

Qualifications:

• At least 2 years of experience in administration within a TPA environment
• Eagerness to learn and embrace new approaches.
• Passion for delivering exceptional service.
• Strong attention to detail.
• Excellent verbal and written communication skills.
• Comfort with technology and a willingness to provide feedback.
• QKA preferred

Perks:

• Remote work environment.
• Health, dental, and additional benefits.
• 401(k) plan with a Safe Harbor match.
• Competitive salary and incentive compensation based on experience.

If you're ready to be part of a team that simplifies retirement planning for small businesses, apply now! We look forward to welcoming you to the 401Kinabox family.

How to Apply

To apply, please email your résumé to jake@401kinabox.com.

A Verified Employer
401KInABox has trusted BenefitsLink to help reach qualified candidates for this opening.

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