Senior Associate providing accounting services for clients in a leading advisory firm. Handling diverse responsibilities including accounts payable, receivable, and reporting with a proactive approach.
About the role
- Associate II in Retirement Benefits Administration managing 401(k) and pension plans for the company. Ensuring compliance, maintaining records, and coordinating with vendors and stakeholders in the accounting department.
Responsibilities
- Manages the day-to-day operations of the company’s 401(k) and Pension Plans
- Ensures compliance with federal regulations
- Maintains plan records and supports related accounting activities
- Requires coordination with various stakeholders and vendors to deliver seamless retirement benefits administration
- Identifying process improvements and enhancing team and customer experience are key objectives
Requirements
- Minimum 5 years of experience in retirement plan administration (401k & Pension) is preferred
- Associate’s or bachelor’s degree from an accredited institution required; specialized training in accounting or business may substitute for experience
- Experience with acquisitions and process improvement initiatives highly valued
- Proficient with Microsoft Office and SAP accounting software
- In-depth knowledge of retirement plan regulations
- Experience with Ultimate Software, Fidelity Plan Sponsor Webstation, and pension administration software is a plus
- Strong analytical skills, including advanced Excel (VLOOKUP, comparisons, formulas), balancing and reconciling accounts, and general ledger experience
- Demonstrated ability to work independently in a fast-paced environment, prioritize tasks, and maintain confidential information
- Ability to work under pressure and within time constraints
- Excellent organizational skills and attention to detail
- Accurate typing and data entry skills
- Strong customer service orientation with flexibility to adapt to team needs
- Excellent oral and written communication; strong report extraction and PC skills
- Frequent interaction with managers, employees, and vendors regarding plan issues and resolutions
Benefits
- Comprehensive health, dental and vision insurance
- Mental health benefits and employee assistance program
- Paid time off, paid parental leave, short-term disability, and cultural observance day
- Contributions to healthcare accounts
- Pension plan
- 401(k) plan with Company matching
- ProHealth Rewards platform to improve wellbeing while earning cash rewards
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