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Retirement Operations Associate (Fully Remote)

L4

jocelyn pension consultingDenver, CO4 days ago

Occupations

Bookkeeping, Accounting, and Auditing ClerksFinancial Clerks, All OtherBusiness Operations Specialists, All Other

Industries

Pension FundsPortfolio Management and Investment AdviceOther Management Consulting Services
Support day-to-day administration of 401(k) retirement plans with a focus on participant transactions. Provide exceptional service to plan sponsors and participants in a collaborative environment.
Key Responsibilities: Process loans, distributions, hardship withdrawals, rollovers, terminations, and RMDs. Prepare daily cash reconciliations and ensure timely resolution of discrepancies. Communicate plan rules and requirements clearly to clients.
Qualifications: Strong math, analytical, and communication skills with Excel and Word proficiency. Ability to manage multiple priorities and work independently in a fast-paced setting. Jocelyn Pension Consulting helps growing small businesses establish and administer 401(k) retirement plans with personalized service. It is part of Strongpoint Partners, an Inc. 5000 honoree and certified Great Place to Work.
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Level

MidL4

Location

Denver, CO

Occupation

Bookkeeping, Accounting, and Auditing Clerks

Industry

Pension Funds

Posted

4 days ago

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