Trust Administrator I/II – Remote, Reconciliation Focus

Prime Pensions, Inc.; Chico (CA); Remote; USD 32,000 - 41,000; Full time

Job summary

Prime Pensions, Inc. is seeking a Trust Administrator I/II to handle trust accounting and reconciliation for qualified retirement plans.

The role supports annual Form 5500 reporting and prepares financial statements and reports, with emphasis on accuracy and regulatory compliance. The position offers a pay rate of $23.00 to $30.00 per hour, with level determined by experience in retirement plan administration, trust accounting, or financial reconciliation.

Qualifications

• High school diploma or equivalent required; higher education preferred.
• 3–6 years of accounting, bookkeeping, or trust reconciliation experience for level II.
• Experience with retirement plan administration and Form 5500 preferred.
• Strong mathematical, analytical, and problem-solving abilities.

Responsibilities

• Reconcile retirement plan trust accounts, investment statements, contributions, and distributions.
• Prepare retirement plan financial statements and schedules; support annual reporting.
• Identify discrepancies and communicate findings to Consultants and team.
• Ensure accuracy and timeliness of trust accounting and reconciliation work.

Skills

Analytical skills

Mathematical ability

Attention to detail

Communication

Education

High school diploma or equivalent

Associate's or Bachelor's degree in Accounting/Finance/Business

Tools

Excel

Word

Microsoft Office

Job description

Prime Pensions, Inc. is seeking a Trust Administrator I/II to handle trust accounting and reconciliation for qualified retirement plans.

The role supports annual Form 5500 reporting and prepares financial statements and reports, with emphasis on accuracy and regulatory compliance. The position offers a pay rate of $23.00 to $30.00 per hour, with level determined by experience in retirement plan administration, trust accounting, or financial reconciliation.