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5500 & Trust Specialist

Kravitz, Inc.

in Encino, CA

Do you: Love to learn and appreciate a fast-paced, innovative working environment? Have a friendly, positive attitude? Enjoy having great coworkers and an important mission?  

--> If this sounds like you, come learn about us!

A groundbreaking industry leader in the world of retirement plans is looking for the right person to join our team as a 5500 and Trust Specialist.

Apply for an exciting opportunity to be part of Kravitz, Inc., a visionary company in the retirement industry for more than 39 years with a well-earned reputation as a leader in our industry. We are home to 85+ staff members who are considered to be some of the most talented professionals in our industry and we offer a great team working environment. We are technology driven with a passion of innovation. Our clients love us and we are consistently rated a great place to work.

Your main responsibilities will include:  

  • Understanding basic 5500 and trust rules to complete packages accurately and deliver timely.
  • Answering 5500 and trust questions from Kravitz staff in a helpful, friendly, knowledgeable and proactive manner.
  • Performing technical research to complete high quality 5500 and trust packages.
  • Ensuring accuracy and completeness of the workflow for assigned tasks.
  • Keeping good documentation on 5500 and trust projects.
  • Follow 5500 and trust procedures.
  • Provide backup to other services as needed.
  • Other duties as assigned.

Skills & Qualifications:

  • Good communication skills
  • Basic accounting skills
  • Ability to work in fast paced, ever changing office environment
  • Detail and accuracy oriented
  • Good time management skills
  • Dependable with excellent follow through on commitments and responsibilities
  • Works well in a team environment
  • Commitment to high quality service
  • Must be willing to maintain a flexible work schedule and work overtime as needed
  • Excellent computer skills with ability to quickly learn new software applications

Prior 5500 and Trust experience is preferred, but a great attitude and the capacity to learn quickly are equally important.

Must be eligible to work in the United States without restrictions.

**Not accepting resumes from recruiters at this time.**

For more information about Kravitz, please visit our websites: and

How to Apply

Please write a cover letter explaining why you are interested in this position and why you are a fit for the role.

--> Submit your cover letter and resume (as one document) to

--> Please include the Job Title "5500 & Trust Specialist" in the subject line of your email.

*Resumes submitted without a cover letter will not be considered for this position. 

Visit our web site.

This ad has been viewed 986 times. It expires on 5/28/2017.

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