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Retirement Plan Recordkeeper

Plan Administration & Recordkeeping Department

Seattle WA - Remote

Full Time (40hrs/week)

Start Immediately

Pay: Depends on Experience

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

 

Email us a cover letter, resume, references, and any additional applicable information to apply.

APPLY NOW

Contact Us: careers@leadingretirement.com

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 is a great and growing organization. It recognizes it's team members for their efforts and makes them the number one priority of the company. As we are growing, new and different opportunities are always available, which challenges me to grow as a professional.

LRS Team Member

I am viewed as a person rather than a number. I am impactful to the company and the company has helped me grow both personally and professionally.

Kimberly V.

I work in a very positive environment. I am continually educated to better serve our clients and the industry. The company invests in me and therefore I am happy to invest my time and efforts within the organization.

LRS Team Member

Excellent opportunity in a unique and growing industry. Formal training is sponsored by the company with professional mentoring by the team. Employees and their lives matter in the workplace.

LRS Team Member

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