Third Party Administrator – Pension / 401(k) Plan Administrator

Jonathan White CPA

Third Party Administrator – Pension / 401(k) Plan Administrator

Matthews, NC
Full Time
Paid
  • Responsibilities

    Job Description

    _ Job description_

    The Pension / 401(k) Plan Administrator will work with our clients in servicing their practice 401(k) and pension plans. As we are open to various levels of experience, the actual duties will depend on actual abilities. These duties may include:

    • Data entry
    • Plan document maintenance
    • Contribution calculation
    • Compliance testing
    • Account reconciliation and accounting
    • Preparation of IRS form 5500 and related schedules
    • Report preparation and compilation
    • Working with vendors
    • New plan implementation
    • Client meetings
    • Working with both defined contribution and defined benefit plans

    Requirements:

    • Open to various levels of experience
    • Bachelor’s degree preferred
    • Mathematically inclined
    • Customer oriented
    • Heard working and excited to learn
    • Organizational skills, attention to detail and time-management skills
    • Ability to manage multiple priorities and deadlines
    • Comfortable working on multiple open projects and clients at one time
    • Experience with Excel and other Microsoft Office programs
    • Energized professional with a client first mentality
    • Positive, collaborative mindset

    Additional Information

    Why Omni 360?

    • We are a small growing company with a solid, knowledgeable, and experienced base of principals. We are looking to bring in new talent who desires to learn and work their way up.

    Benefits:

    We value our employees’ time and efforts. Our commitment to your success is enhanced by our benefits package. Here are just a few:

    • Healthcare
    • Professional Development Allowance
    • Generous Paid Time-off
    • 401(k) plan with company match
    • Future growth opportunities within the company
    • Opportunity for work-from-home schedule
    • We work to maintain the best possible environment for our employees, where people can learn and grow with the company all while boasting a “dress for your day” flexible policy
    • We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture
    • Uncompromising integrity, a passion for excellence and mutual respect

    Pay will be commensurate with experience

    Job Type: Full-time

    Pay: $30,000.00 - $75,000.00 per year

    Benefits:

    • 401(k)
    • 401(k) matching
    • Dental insurance
    • Health insurance
    • Paid time off
    • Professional development assistance
    • Retirement plan
    • Vision insurance

    Schedule:

    • 8 hour shift
    • Monday to Friday
    • Weekends as needed
  • Qualifications

    Qualifications

    _ Education:_

    • Associate (Preferred)

    Experience:

    • Customer service: 1 year (Preferred)

    Ability to Commute:

    • Matthews, NC 28105 (Required)

    Ability to Relocate:

    • Matthews, NC 28105: Relocate before starting work (Required)

    Additional Information

    HOW TO APPLY

    If this sounds like you and you are interested in this position.

    • Please send a resume or brief work history with contact info. including a phone number that you can be reached.

    • Social media contacts, Facebook, LinkedIn, etc.

    • Type us a brief cover letter and tell us why we should hire you.

    We look forward to working with you!