Retirement Benefits, Accounting Associate
Protective Life
full-time
Posted on:
Location Type: Hybrid
Location: Birmingham • Alabama • 🇺🇸 United States
Visit company websiteSalary
💰 $62,000 - $90,000 per year
Job Level
JuniorMid-Level
About the role
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
retirement plan administrationaccountingprocess improvementadvanced Exceldata entrygeneral ledgerbalancing accountsreconciling accountsVLOOKUPformulas
Soft skills
analytical skillsorganizational skillsattention to detailcustomer service orientationability to work independentlyability to prioritize tasksflexibilityoral communicationwritten communicationability to work under pressure
Certifications
Associate’s degreeBachelor’s degree