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401(k) Support Staff

Retirement, LLC

in Remote / Oklahoma City OK

Logo for Retirement, LLC

Retirement, LLC, an Oklahoma City based TPA firm, with an additional office in Sioux Falls, SD is looking for a 401(k) Support Staff.  This position will do a variety of tasks while learning the pension industry. 

Minimum Qualifications:

  • Minimum 12 hours of college level 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
  • Strong verbal and written communication skills
  • Excellent customer service
  • Ability to work closely with others within your team and the company

Basic Duties: 

This position will be part of a team that reconciles brokerage account statements received each month, assists with the delivery of plan documents utilizing Docusign, creation and mailing of quarterly participant statements, and updating vesting with outside recordkeepers. 

This position will assist plan administrators with special projects from time to time. 

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. 

Compensation:

  • Based on qualifications and experience
  • Contributory health insurance program for you and your dependents
  • Life insurance policy
  • Optional dental and vision insurance at your cost
  • 401(k) Plan for employee deferrals
  • 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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