What are the responsibilities and job description for the Third Party Administrator Pension 401k Plan Administrator position at Jonathan White CPA?

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!

Salary : $30,000 - $75,000

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What are the responsibilities and job description for the Third Party Administrator Pension 401k Plan Administrator position at Jonathan White CPA?

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Job openings at Jonathan White CPA

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