Address
Form of work100% In-Office in Ft. Worth, TX
Job Description:
- Maintain a designated number of 401(k) Plans
- Initiate and respond to basic client communication and inquiries
- Document all plan transactions during the year (loans, distributions, rollovers, contributions)
- Perform annual review process for all assigned plans
- Prepare plan financials and 5500 with all schedules
- Determine eligible employees based on census
- Prepare and send work product
- Invite clients to electronically sign 5500 and follow-up as needed
- Gather, record, and track receipt of all year-end documents
- Other projects and duties as needed
Skills & Qualifications:
- Advanced typing and data entry skills
- Proficiency in Microsoft
- Office Suite with intermediate to advanced skills in Excel
- Strong analytical and mathematical skills
- Work well in a high-volume production environment
- Demonstrate critical thinking abilities and exercise judgment when needed
- Excellent customer service skills with high attention to detail
- Prioritize workload based on department requirements and customer needs
- Ability to multi-task in other areas of the unit
- Positive attitude and team-oriented
- 3+ years financial industry experience
- Retirement Plan industry experience is a plus
Hours:
Monday to Friday - 8AM to 5PM
About TEKsystems:We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
