We are looking for a professional with full charge experience in the defined contribution plan administration field to join our growing team on-site in our Phoenix office. This individual should be able to work independently with his/her own
assigned clients. This career path entails ongoing client communication and consulting, preparation of annual allocation reports, plan asset reconciliation, compliance and discrimination testing, benefit calculations, and form 5500
The candidate must love a challenge, be able to multi-task and thrive in a fast-paced environment. BA or BS degree in accounting or finance or professional designation with a relevant industry organization is a plus.
Excellent customer service skills, professional attitude and willingness to learn are essential. DATAIR experience is ideal.
Our firm provides plan design, consulting and administrative services for all types of qualified plans with an emphasis
on the small to medium sized employer market. We have built a successful practice by providing our clients with creative plan design and superior service.
Our employees enjoy great benefits including a 401(k) plan, Section 125 plan,
medical, dental, disability insurance, a wellness and fitness program, access to financial consulting by a professional financial planner, and financial incentives to encourage the pursuit of professional designations. Of course, we also offer paid
time off for vacation and holidays and competitive salary.
We believe our staff is the key to our success and we do our best to let our employees know it by providing a supportive and nurturing team environment. Our goal is to attract and
retain an individual who believes in our nation’s private pension system and is passionate about their career choice. Our philosophy is to promote from within so in our growing firm, opportunity for advancement and long term job security are
also part of our culture.
If you are an outstanding team player, like a fun, yet professional working environment and wish to be recognized for your hard work, please send us your resume with salary history. Salary will be
commensurate with experience.