Assistant Retirement Plan Administrator

2 months ago


Winter Park, United States Bates & Company, Inc. Full time
Job DescriptionJob Description

Bates & Company, Inc. is a Third Party Administrator with a dedicated staff of retirement plan administrators and consulting professionals. We are an expanding team that strives to enhance client experience and encourage employee growth. This full-time, in-office, entry-level position is an essential part of the retirement plan administration services provided by our firm. We looking for a professional with a positive attitude, who is both technically savvy and eager to be a team player. We are excited about this opportunity to welcome a new team member.

This position entails various duties, including but not limited to the following:

  • Reconciliation of employee census and payroll reports
  • Review of Plan Statements
  • Trust Accounting
  • Data Entry
  • Reconciliation of Receivables
  • Research Discrepancies
  • Preparation of Financials for Plan Assets

Position Requirements:

  • A minimum of 2 years of professional experience
  • College Degree Preferred
  • Computer, email experience a must
  • High level of experience working with Microsoft Excel
  • Proficiency with all other MS Office applications
  • Accounting Experience
  • Experience with Retirement Plans a plus
  • Attention to detail and organization with strong multitasking abilities
  • Self-starter with a can-do attitude and innovative mindset
  • Excellent verbal, written and interpersonal skills
  • Ability to work independently, as well as with a team with changing priorities

Salary will be commensurate with experience.

We offer our staff the following competitive benefits package:

  • Medical, Dental and Vision Insurance
  • Life Insurance
  • Long Term Disability Insurance
  • 401(k) Profit Sharing Plan with 3% Safe Harbor Contribution
  • Generous Paid Vacation
  • Personal Days
  • Paid Holidays

 

Company DescriptionWe are a Third Party Administration firm providing retirement plan administration and consulting. We provide hands-on, personal attention to each of our clients, while providing the highest quality of technical support and professional consulting.Company DescriptionWe are a Third Party Administration firm providing retirement plan administration and consulting. We provide hands-on, personal attention to each of our clients, while providing the highest quality of technical support and professional consulting.

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