401k Benefits Processing Associate

Role Overview

• Ensure all data is carefully reviewed for accuracy, identifying and escalating discrepancies to maintain accurate and compliant customer accounts.
• Consistently and promptly process participant distributions, meeting deadlines and ensuring distributions are correctly applied without delays.
• Proactively identify and resolve discrepancies, ensuring high-quality, consistent data for reporting and operational purposes.
• Facilitate smooth communication between teams to quickly resolve customer inquiries, while contributing ideas to streamline workflows and enhance operational efficiency.
• Develop proficiency in the company's operational processes, becoming a trusted resource for day-to-day support and offering insights for process improvement.
• Contribute to the successful completion of key projects by delivering tasks on time, supporting project leads, and maintaining high-quality standards in all deliverables.

Requirements

• 1-2 years of experience in Accounting or 401(k) Recordkeeping (preferred)
• Strong attention to detail
• Good organizational skills
• Clear communication skills, both verbal and written
• Ability to work efficiently in a fast-paced environment
• Comfortable working both independently and as part of a team
• Strong aptitude for working with numbers
• Time management skills to prioritize tasks effectively
• Basic problem-solving abilities
• Interest in research and learning
• Willingness to identify and suggest process improvements
• Nice to have: Bachelor's Degree
• Nice to have: Basic reconciliation skills.

Benefits

• A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees
• Top-of-the-line health plans, as well as dental and vision insurance
• Competitive time off and parental leave
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• Monthly work-from-home stipend; quarterly lifestyle stipend
• Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie.