What are the responsibilities and job description for the Third Party Administrator – Pension / 401(k) Plan Administrator position at Jonathan White CPA?
Company Description
Third Party Administrator – Pension / 401(k) Plan Administrator
If you are looking for a company where you can grow and learn…. this may be a great opportunity for you.
Omni 360 Retirement Consulting is currently seeking a Pension / 401(k) Plan Administrator. We are looking for the right person and are open to various experience levels.
About Us
Omni 360 Retirement Consulting is a financial services company based in Matthews, North Carolina. We provide investment, administrative, and actuarial services for employer sponsored retirement plans (401(k), profit sharing, cash balance, etc.) along with personal investment, retirement, and financial planning. Our clients are other businesses and business owners. We work predominantly in the dental practice space.
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
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
