Seattle WA - Remote
Full Time (40hrs/week)
Start Immediately
Pay: $55,000-$75,000
Our Team Members
At Leading Retirement Solutions (LRS) our goal is to empower all businesses with the economic independence required to help their employees save for a secure retirement. In order to deliver on this goal, LRS team members uphold their commitment to superior customer service, have a consistent track record of exceeding expectations, and always show their attention to detail by continually advancing their education of our unique industry. With their solutions-oriented mindset and ability to thrive both independently and as part of a team, LRS is able to leverage our strengths and promote innovation throughout our industry. If this aligns with your values, and you possess the skill set to thrive in a fast paced and often changing work environment, we would love for you to join our organization of experts!
We implement 401(k)s, 403(b)s, Defined Benefit Plans, SEP & Simple IRAs, ROBS, ESOPS, Church Plans, and even plans for Cannabis companies. Through our open architecture recordkeeping services, we provide investment advisors, managers, plan sponsors and participants access to traditional and non-traditional investments.
Responsibilities In Your Role
• You will support daily and balance forward defined contribution and defined benefit plans
• Engage in daily trading and reconciliation of trust accounts and contributions
• Census analysis and determination of participant eligibility and vesting
• Review, approve and process participant distributions, including loans
• Conduct payroll training with new clients; coordinate with payroll vendors and our technology team to support the most efficient payroll contribution process for each client
• Create online accounts for each customer, including uploading documents, deliver account login information and monitor utilization
• Plan setup in Recordkeeping systems, including enrollment, contribution, and investment allocation set up for participants
• Monthly and quarterly fee processing, including invoicing and plan asset sweeps
• Review fund notices and implement fund changes from drafting notices, to communicating with sponsors, advisor partners and participants
• Assist with plan conversions, deconversions and mergers/acquisitions
• Provide support to our clients including business owners and their employees
• Develop new processes, resulting in greater efficiencies and reduced costs
• Support, coordinate, and develop processes with a team responsible for servicing a book of company sponsored retirement plans
• Research, develop implementation plan and deploy Recordkeeping enhancements
• Review plan documents, understand retirement plan provisions, install plans in Recordkeeping system
• Work with Plan Administrators and clients to calculate and allocate contributions
• Contribution processing, including processing payroll contribution files
• Customer support, including answering phones, email and chat inquiries from sponsors, partners, and participants
Qualifications
• Experience with company sponsored retirement plans and/or experience in the financial services or investment industry is preferred
• Experience with Schwab Retirement Technologies (SRT) preferred
• Daily recordkeeping or trading experience is preferred
• Accounting, bookkeeping or math background tends to lend to success in this position
• Superb communication skills and a commitment to superior customer service
• Accuracy, accuracy, accuracy is critical to your success in this position
• Deadline driven
• Works well with a team
• Solutions oriented and ability to handle changing and competing responsibilities are necessary skills when working in an emerging business, like Leading Retirement Solutions
• Strong command of technology and the ability to quickly learn new software solutions
Benefits We Offer
We offer benefits including Medical, Dental, Vision and Accident after 60 days of employment. Paid Time off (PTO) and Paid Holidays are available after 90 days of employment. We also offer a company sponsored 401(k) Plan and company matching contributions, performance bonuses, and financial support for ongoing education and credentialing. We are a growing company with a casual working environment, providing each of our team members the opportunity to be a part of our company's success.
Our Team Has A Lot To Say
LRS Research
Are you aware of the Retirement Gap between men and women in business?
Updates
