Retirement Services Accounting Associate

Nicholas Pension Consultants, Inc.; Soudan (CA); On-site; USD 40,000 - 52,000; Full time

Benefits offered by this job

401(k) plan with employer contrib.

Health insurance

Vision & Life insurance

Long-term disability insurance

Paid vacation

Sick pay

Job summary

Nicholas Pension Consultants, a Rancho Cordova, CA based TPA, is seeking Administrative Associates to support retirement plan administration. You will assist Administrators with annual cycles, receive formal training, and have opportunities for promotion to Senior Administrator and Team Lead roles.

The role offers a collaborative office environment, a formal training program, and a clear path to own client relationships within 1–2 years.

Qualifications

• Character and integrity.
• Aptitude toward math and accounting.
• Minimum 2 years professional office experience.
• Strong verbal and written communication skills.
• Display discreetness, awareness and confidentiality of work.
• Strong multi-tasking capabilities and adaptability.

Responsibilities

• Correspond with clients over phone and email.
• Collect payroll data and investment statements from clients.
• Balance payroll data against investment statements.
• Calculate employer matching and profit sharing contributions.
• Prepare the 5500 tax filing form.

Skills

Integrity

Math & accounting aptitude

Office experience 2+ yrs

Ownership & initiative

Teamwork

Organization

Communication skills

Discretion & confidentiality

Multitasking & adaptability

Job description

Description

WHO WE ARE:

Nicholas Pension Consultants specializes in quality 401(k) pension plan administration with local service at a reasonable cost. We are a third party pension administration and consulting firm that does not handle any investments or insurance. Our main office is in Rancho Cordova, CA, and we also have an office in Corona, CA. Our privately held TPA firm has over 80 employees with hundreds of years of combined experience and a dedicated ownership team with decades in the industry. We have steadily grown to administer over 4,000 retirement plans, which represent over 50,000 participants and over 5 billion in assets. We continue to hire as our client base continues to increase organically. Our growth has resulted in recognition by INC 5000 as one of the fastest growing companies in America. To accommodate our growth we have purchased and remodeled our office building, including a recreation/exercise room, in order to create a comfortable and permanent home for our staff. We have a positive and focused team of employees and enjoy occasional off-site events and community service projects together. Visit our website at www.nicholaspension.com and reference the following videos to learn more about our company - TPC Cycle, NPC Staff & NPC Games.

- TPA Cycle: https://nicholaspension.com/tpa-cycle-video/

- NPC Staff: https://nicholaspension.com/npc-staff-video/

- NPC Games: https://nicholaspension.com/npc-games/

WHAT WE ARE LOOKING FOR:

We are looking for people who want to be members of a fast growing company, and who will complement our thriving office environment in Rancho Cordova, CA. This position is the entrance point into the retirement industry and offers an excellent career path, a collaborative team environment, and a formal training program. Administrative Associates (also referred to as Associates or Accounting Assistants) are responsible for assisting our Administrators in leading their clients through the annual cycle of retirement plan administration. Through training on the below job responsibilities, Associates are equipped for promotion to obtain their own clients, generally within 1-2 years. Once the Administrator role is mastered, multiple career paths are available, including the roles of Senior Administrator, Compliance Administrator & Team Lead.

Job Responsibilities/Duties:

• Correspond with clients over phone and email
• Collecting payroll data and investment statements from clients
• Balancing the payroll data against investment statements
• Calculating the employer matching and profit sharing contributions
• Preparing the 5500 tax filing form

BENEFITS:

We offer competitive compensation, bonus program, 401(k) plan with employer contributions, health, vision, life, long-term disability insurance, paid vacation, sick pay, and more.

Requirements

Qualifications:

• Character and integrity
• Aptitude toward math and accounting
• Minimum 2 years professional office experience
• Previous banking experience a plus
• Desire to take ownership of the position and put in hard work
• Team-oriented personality with the ability to also work independently
• Good organizational skills and attention to detail
• Strong verbal and written communication skills
• Display discreetness, awareness and confidentiality of work
• Strong multi-tasking capabilities, flexibility, and adaptability.