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
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
Provide backup to other services as needed.
Other duties as assigned.
Skills & Qualifications:
Good communication skills
Basic accounting skills
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
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
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