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401(k) Support Staff

Retirement, LLC

in Oklahoma City OK

Logo for Retirement, LLC

Retirement, LLC in Oklahoma City OK has an immediate opening for an entry-level support staff employee.   This position is full-time, Monday-Friday, in office (Memorial & North May Avenue, OKC  location).    This is a great opportunity for someone to step into the Qualified Pension Plan industry and learn from the ground up.   We promote from inside and are in a growth pattern.  

Minimum Qualifications:

  • Basic math or accounting
  • Proficient with MS Word/Excel/Advanced PDF
  • Detail oriented
  • Accuracy with numbers
  • Able to follow instructions precisely
  • Able to work independently
  • Must be able to adapt quickly to new technologies and procedures
  • Previous business office experience
  • Strong verbal and written communication skills
  • Excellent phone etiquette – customer service
  • Ability to work closely with others within your team and the company

Initial Basic Duties:  This position is responsible for the tracking and electronic filing of approximately 800 brokerage account statements received each month.  The work includes:  Sorting, labeling, and scanning brokerage account statements received by mail.   Tracking receipt of all statements in an excel spreadsheet.  Follow up on missing statements.   Balancing statements on a monthly basis.   These duties are repetitive.     

This position will also assist plan administrators with special projects from time to time.   They will be responsible for linking finished administration product for plan sponsors to our database and additional duties as time allows. 

Compensation:

  • Based on qualifications and experience
  • Contributory health insurance program for you and your dependents
  • Optional dental and vision insurance at your cost
  • Safe Harbor 401(k) Plan
  • Paid vacation and sick time
  • Casual work environment

How to Apply

Please submit cover letter and resume to:  rwingo@retirementllc.com.


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