PARC Street Partners

Retirement Plan Support Specialist

PARC Street Partners

full-time

Posted on:

Location Type: Remote

Location: Remote • Illinois, New Hampshire, New York, Ohio, South Carolina • 🇺🇸 United States

Visit company website
✨ AI Apply
Apply

Salary

💰 $19 - $26 per hour

Job Level

Junior

About the role

  • Provide daily support to Retirement Plan Client and Technical consultants to administrate retirement plans and trust accounts for clients.
  • Communicate directly with internal teams in the above capacity.
  • Prepare Trust Accountings, Reconcile Financial Data, and Import Data.
  • Publish Form 5500 for client signature, and 8955-SSA.
  • Complete of Form 1099R and 5558.
  • Assist Retirement Plan Compliance Consultant in preparation of Form 5330 for client signature.
  • Coordination of annual compliance needs to include: generate & import Employee Census Files, prepare and review output to ensure information provided meets the need of each individual retirement plan.
  • Administrative Processing Distributions, Hardships, Loans etc.

Requirements

  • Associate degree and one (1) year related experience or an equivalent combination of education and experience.
  • Ability to read and interpret documents such as procedure manuals and technical procedures.
  • Ability to write routine reports and correspondence.
  • Ability to communicate effectively with both internal and external contacts.
  • Ability to prepare excel spreadsheets, reconcile numbers, and analyze financial data.
  • Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
  • Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
  • Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
  • Must have knowledge of advanced Microsoft Office applications, especially Word, Excel, Access and the ability to develop application software skills provided by internal training, within a reasonable time as determined by the Manager.
Benefits
  • Generous Paid Time Off : At least 22 days annually, prorated in the year of hire.
  • Parental Leave : Six weeks of paid leave at 100% of your salary.
  • Comprehensive Medical Coverage : Includes employer contributions to HSA for High Deductible Health Plan participants.
  • Dental and Vision Coverage : Ensuring your overall health and well-being.
  • Flexible Spending Accounts : For healthcare and dependent care expenses.
  • Employer-Paid Disability Coverage : Both short-term and long-term, with an option to purchase additional long-term coverage.
  • Life Insurance : Employer-paid basic life insurance, with an option to purchase supplemental coverage.
  • Voluntary Benefits : Including hospital, accident, and critical illness coverage.
  • Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
  • Adoption Assistance : Supporting your growing family.
  • Tuition Reimbursement : Invest in your education and career growth.
  • Employee Assistance Program (EAP) : Access to support and resources.
  • Financial and Banking Services : Various benefits and financial planning assistance.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
financial data reconciliationdata importForm 5500 preparationForm 8955-SSA preparationForm 1099R completionForm 5558 completionForm 5330 preparationemployee census file generationadministrative processing of distributionsfinancial analysis
Soft skills
effective communicationproblem-solvingreport writinginterpretation of documentsattention to detailorganizational skillscollaborationanalytical thinkingadaptabilitytime management