Job Description

TITLE: 401k Specialist/Retirement Account Manager

ABOUT THE JOB:

We are seeking experienced candidates to apply for a role as 401k Specialist/Account Manager for a local Fresno wealth management company. Responsibilities include consulting with clients to achieve their desired retirement plan goals, compliance testing, calculating contribution allocations, reconciliation of plan trust assets, completing annual valuation reports, prepare government filings, Form 5500 series and more.

PERKS & BENEFITS:

• Excellent benefits, flexible hours
• Competitive pay range

SKILLS & QUALIFICATIONS:

• 3+ years of plan administration experience preferred.
• Experience as a Retirement Plan Assistant or Administrator
• Excellent client service/customer service
• Strong knowledge of Microsoft Excel, Word, Outlook, Adobe
• Knowledge of financial software programs
• Experience in Defined Benefit is a plus.

HOW TO APPLY:

• Send a Microsoft Word version of your resume to Kristin Sweeney at AppleOne.
• kristins@appleone.com

Job Tags

Local area, Flexible hours,

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