Retirement Account Manager
4 weeks ago
About the Role: We are seeking an experienced 401k Specialist/Account Manager to join our team at AppleOne Employment Services. As a key member of our wealth management team, you will be responsible for consulting with clients to achieve their desired retirement plan goals, ensuring compliance with regulatory requirements, and managing plan trust assets. Your expertise in financial software programs and strong knowledge of Microsoft Excel, Word, Outlook, and Adobe will be essential in delivering exceptional client service and support.
Responsibilities:
- Consult with clients to understand their retirement plan goals and objectives
- Ensure compliance with regulatory requirements, including Form 5500 series filings
- Manage plan trust assets, including reconciliation and valuation reports
- Develop and implement effective retirement plan strategies to meet client needs
- Provide exceptional client service and support, including regular communication and reporting
Requirements:
- 3+ years of plan administration experience, preferably in a retirement plan or wealth management setting
- Strong knowledge of financial software programs, including Microsoft Excel, Word, Outlook, and Adobe
- Excellent client service and communication skills
- Ability to work independently and as part of a team
Perks and Benefits:
- Competitive pay range
- Excellent benefits package, including health, dental, and vision insurance
- Flexible work hours and remote work options
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Accounting Manager
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Accounting Manager
1 month ago
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Accounting Manager-Credit
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Accounting Manager Position
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Dermatology Account Manager
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Building Automation Account Manager
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Fresno, California, United States EMCOR Group Full timeJob Title:Automation Account ManagerJob Summary:Mesa Energy Systems, a subsidiary of EMCOR Group, is seeking an experienced Automation Account Manager to join our team. As a key member of our sales team, you will be responsible for prospecting new accounts, providing clients with product services and information, and maintaining existing client...
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Account Manager
1 month ago
Fresno, California, United States Hilti Corporation Full timeAccount Manager RoleAs a key member of our team, you will serve as the primary point of contact for our customers, fostering strong relationships and driving business growth. Your expertise will be essential in understanding customer needs and delivering tailored solutions to meet their goals.Key Responsibilities:Build and maintain strong relationships with...
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Fresno, California, United States Forward Advantage Full timeJob SummaryForward Advantage is seeking a highly skilled and experienced Senior Accounting and Administrative Services Manager to oversee the day-to-day operations of our accounting and administrative functions. The ideal candidate will have a strong background in accounting and administration, with a proven track record of managing teams and leading...
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Commercial Lines Account Manager
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Personal Lines Insurance Account Manager
4 weeks ago
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Senior Manager for Client Accounting
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Senior Manager of Client Accounting
4 weeks ago
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4 weeks ago
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