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Pension Assistant

Swerdlin & Company

in Atlanta GA

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.

Job Responsibilities:

  • 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
  • Communication (written & verbal) with clients and advisors

Job Requirements:

  • 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
  • Able to 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. 

How to Apply

Please submit your resume AND salary requirements to

This ad has been viewed 662 times. It expires on 1/15/2018.

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