Swerdlin and Company is a third party administration firm located in Atlanta, Georgia. We administer all types of retirement plans, including 401(k) Profit Sharing Plans, Employee Stock Ownership Plans, Cash Balance Plans, Cross - Tested Plans, 403(b)
and 457 Plans.
We are looking for a candidate for our ESOP team. The perfect candidate would be a highly motivated individual, with exceptional work ethic and a strong knowledge in ESOP and 401(k) plan administration. The successful candidate will
have the ability to meet goals, deadlines while working in a fast paced environment.
Summary of Position: Provide support to Senior Plan Administrators and Consultants.
Assist Senior Plan
Administrators in the preparation of annual valuations – update / review census & eligibility, allocation of contribution, forfeitures & income
Preparation of annual & other government reporting forms
(written & verbal) with clients and advisors
Advanced knowledge of Excel, Word and deadline tracking skills
Strong written and verbal communication skills
Strong attention to detail and
aptitude for math
Excellent organizational skills
Excellent client service skills
Self-motivated, team player can work well with minimal supervision
Keen attention to detail with high degree of accuracy
work well under pressure with multiple priorities and deadlines
Business casual work environment
Professional Education for employees working towards ASPPA credentials
Swerdlin & Company provides
an employee-friendly environment and offers an excellent benefits package including medical, 401(k), and training program with a competitive salary.