Retirement Plan Assistant

2 weeks ago

Corona, United States Nicholas Pension Consultants Full time

We are looking for people who want to be members of a fast growing company, and who will complement our thriving office environment in Corona, CA. This position is the entrance point into the retirement industry and offers an excellent career path, a collaborative team environment, and a formal training program. Administrative Associates are responsible for assisting our Administrators in leading their clients through the annual cycle of retirement plan administration. Through training on the below job responsibilities, Associates are equipped for promotion to obtain their own clients, generally within 1-2 years. Once the Administrator role is mastered, multiple career paths are available, including the roles of Senior Administrator, Compliance Administrator & Team Lead.

**Job Responsibilities/Duties**:

- Collecting payroll data from clients
- Scrubbing the payroll data for accuracy or discrepancies
- Balancing the payroll data against investment statements
- Calculating the employer matching and profit sharing contributions
- Preparing the 5500 tax filing form

**Qualifications**:

- Character and integrity
- Aptitude toward math and accounting
- Minimum 2 years professional office experience
- Previous banking experience a plus
- Desire to take ownership of the position and put in hard work
- Team-oriented personality with the ability to also work independently
- Good organizational skills and attention to detail
- Strong verbal and written communication skills
- Display discreetness, awareness and confidentiality of work
- Strong multi-tasking capabilities, flexibility, and adaptability.

**Benefits**:
We offer good compensation, an excellent bonus program, 401(k) plan with employer contributions, health, dental, vision, life, long-term disability insurance, paid vacation, sick pay, and more.

**Who We Are**:
Pay: From $26.00 per hour

**Benefits**:

- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance

Schedule:

- 8 hour shift

Supplemental pay types:

- Bonus opportunities

Application Question(s):

- Why are you interested in this position?

**Experience**:

- professional office: 2 years (required)

Work Location: In person

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