RETIREMENT SPECIALIST
Company: AppleOne Employment Services
Location: Fresno
Posted on: October 29, 2024
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Job Description:
401k Specialist/Retirement Account Manager ABOUT THE JOB: We are
seeking experienced candidates to apply for a role as 401k
Specialist/Account Manager for a local Fresno Wealth management
company. Responsibilities include consulting with clients to
achieve their desired retirement plan goals, compliance testing,
calculating contribution allocations, reconciliation of plan trust
assets, completing annual valuation reports, prepare government
filings, Form 5500 series and more. PERKS & BENEFITS: --- Excellent
benefits, flexible hours --- Competitive pay range --- Employee
Appreciation Events SKILLS & QUALIFICATIONS: --- 3+ years of plan
administration experience preferred. --- Experience as a Retirement
Plan Assistant or Administrator --- Excellent client
service/customer service --- Strong knowledge of Microsoft Excel,
Word, Outlook, Adobe --- Knowledge of financial software programs
--- Experience in Defined Benefit is a plus.
Keywords: AppleOne Employment Services, Tulare , RETIREMENT SPECIALIST, Other , Fresno, California
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here to apply!
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