Client looking to add a DC Plan Retirement Associate to a growing Team. The Candidate should have least 2+ years of experience in the retirement industry, accounting, or HR.
Proficiency with Excel is preferred for accounting purposes. Experience with Ft. William is a plus, as this is the pension software used currently. PensionPro experience for client management and tracking would be a plus. Working knowledge of Payroll vendors and Record Keeper Platforms as it relates to navigating to retrieve required reports or client/participant information. This position would require independence as well as working well within a Team environment.