Job description
401(k) Service Specialist
Job Type: Full-Time
Job Location: Lindon, Utah
Starting Compensation: $18-$25 hourly - Based on experience
We’ve been in the financial services industry for 25 years. We specialize in retirement plans and insurance benefits for employer groups and the individual. We provide 401(k) services to over 340 small business owners and 5,000+ employees.
Join our 401(k) team and support a variety of clients over a wide range of industries.
SUMMARY
We handle all administration associated with setting up and maintaining our client’s 401(k) plan. This position oversees portions of the plan installation process for our new clients. In addition, this position will be the point of contact for participant service matters.
ESSENTIAL DUTIES & RESPONSIBILITIES
- Field participant phone calls
- Process participant loans and hardship withdrawals
- Manage participant distributions (rollovers, QDRO etc.)
- Set up participant enrollments
- Manage participant changes
- Coordinate plan data with Third Party Administrator and Record Keeper
KNOWLEDGE/SKILLS/ABILITIES
- Strong verbal and written communication skills
- Excel and Microsoft Office competent
- Strong interpersonal skills, both with customers and team
- Sense of integrity to uphold organizational values
- Monitors own work to ensure professional quality and punctuality
- Provide unsurpassed customer service to clients
GREAT THINGS THAT COME WITH WORKING HERE:
- 401k Plan
- Paid holidays
- Great company culture
- Fun team building
Job Type: Full-time
Pay: $18.00 - $25.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
Physical setting:
- Office
Schedule:
- 8 hour shift
- Monday to Friday
- No weekends
Supplemental pay types:
- Bonus pay
Ability to commute/relocate:
- Lindon, UT 84042: Reliably commute or planning to relocate before starting work (Required)
Experience:
- Financial concepts: 1 year (Preferred)
Work Location: One location
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