Saturna Capital
Employer Services Administrator (Retirement Plan Administrator)
Saturna Capital, Mesa, Arizona, United States, 85206
Job Description
Job Description
Saturna Trust Company is seeking an Employer Services Administrator to focus on Employer-sponsored retirement accounts – specifically 401(k) plans. This position will assist in the routine daily operations that accompany these types of accounts. The successful candidate will be a self-starter who is team-oriented, detail-oriented and has great customer services skills. Applicants must be able to problem solve and work independently.
Location: Henderson, NV (Hybrid in office M,W,F) Hiring wage range: $25.08-$35.44 per hour Hiring rate will depend on qualifications and experience
Primary duties include: Record keeping and plan administration for existing clients. Document generation and maintenance. Assist with processing transactions originating from 401(k) employer payroll contributions. Process account maintenance forms and transactions originating from participant exchanges, distributions, and loan requests. Reconciliation of 401(k) account balances. Assist department with IRS and Department of Labor tax reporting. Provide sales and customer service support to current and prospective clients. Provide assistance to other departmental staff as needed. Provide ongoing maintenance and customer support for personal trust accounts including answering customer service calls, cutting checks from accounts, supporting clients with ongoing support per the direction of each trust document
Position Requirements: Associates or Bachelor’s Degree or equivalent combination of education and experience At least one year of experience working with 401(k) plans and be familiar with any 401(k) Administration software Prior experience with ERISA plans allowing immediate support of 401(k) plans Prior HSA experience, or willingness to learn HSA regulations within 6 months, allowing support of HSA plans at the end of six months of employment Must have access to reliable internet connection when working outside of the office Computer proficiency – experience with Apple products is a plus, ability to master employer plan recordkeeping systems within 3 months is required Excellent verbal communication, active listening, and interpersonal skills; excellent accuracy and attention to detail Demonstrate ability to work collaboratively and communicate effectively Desire to obtain FINRA SIE, 7 and 63/66 within 9 months of employment Ability to obtain ASPPA Retirement Plan Fundamentals Certificate, or equivalent industry certification Candidates must successfully complete pre-employment requirements such as a logic test, background and credit check, drug screening and reference check.
Our Employee Benefits package includes: Medical coverage; High-deductible plan offers full family coverage at no cost to employee. PPO plan is covered 100% for employees Health Savings Account, Employee Assistance Program, regular Wellness activities Supplemental insurance such as Long-Term Disability, Voluntary Life, Critical Illness 401k with generous match Profit sharing and annual performance bonuses 11 personal and 10 vacation paid days off after first year of service 10 paid holidays (per NYSE holiday schedule) Paid parental and bereavement leaves Childcare/tuition assistance Adult continuing education and professional development assistance Home-buyer assistance program Free YMCA gym membership
Founded in 1989, Saturna Capital is an Investment Advisor to thirteen mutual funds and a variety of private clients and pooled investment funds. With an emphasis on sustainability and employee wellness, we strive to be a best place to work.
We are an Equal Opportunity Employer and a Drug-free Workplace. We provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Job Description
Saturna Trust Company is seeking an Employer Services Administrator to focus on Employer-sponsored retirement accounts – specifically 401(k) plans. This position will assist in the routine daily operations that accompany these types of accounts. The successful candidate will be a self-starter who is team-oriented, detail-oriented and has great customer services skills. Applicants must be able to problem solve and work independently.
Location: Henderson, NV (Hybrid in office M,W,F) Hiring wage range: $25.08-$35.44 per hour Hiring rate will depend on qualifications and experience
Primary duties include: Record keeping and plan administration for existing clients. Document generation and maintenance. Assist with processing transactions originating from 401(k) employer payroll contributions. Process account maintenance forms and transactions originating from participant exchanges, distributions, and loan requests. Reconciliation of 401(k) account balances. Assist department with IRS and Department of Labor tax reporting. Provide sales and customer service support to current and prospective clients. Provide assistance to other departmental staff as needed. Provide ongoing maintenance and customer support for personal trust accounts including answering customer service calls, cutting checks from accounts, supporting clients with ongoing support per the direction of each trust document
Position Requirements: Associates or Bachelor’s Degree or equivalent combination of education and experience At least one year of experience working with 401(k) plans and be familiar with any 401(k) Administration software Prior experience with ERISA plans allowing immediate support of 401(k) plans Prior HSA experience, or willingness to learn HSA regulations within 6 months, allowing support of HSA plans at the end of six months of employment Must have access to reliable internet connection when working outside of the office Computer proficiency – experience with Apple products is a plus, ability to master employer plan recordkeeping systems within 3 months is required Excellent verbal communication, active listening, and interpersonal skills; excellent accuracy and attention to detail Demonstrate ability to work collaboratively and communicate effectively Desire to obtain FINRA SIE, 7 and 63/66 within 9 months of employment Ability to obtain ASPPA Retirement Plan Fundamentals Certificate, or equivalent industry certification Candidates must successfully complete pre-employment requirements such as a logic test, background and credit check, drug screening and reference check.
Our Employee Benefits package includes: Medical coverage; High-deductible plan offers full family coverage at no cost to employee. PPO plan is covered 100% for employees Health Savings Account, Employee Assistance Program, regular Wellness activities Supplemental insurance such as Long-Term Disability, Voluntary Life, Critical Illness 401k with generous match Profit sharing and annual performance bonuses 11 personal and 10 vacation paid days off after first year of service 10 paid holidays (per NYSE holiday schedule) Paid parental and bereavement leaves Childcare/tuition assistance Adult continuing education and professional development assistance Home-buyer assistance program Free YMCA gym membership
Founded in 1989, Saturna Capital is an Investment Advisor to thirteen mutual funds and a variety of private clients and pooled investment funds. With an emphasis on sustainability and employee wellness, we strive to be a best place to work.
We are an Equal Opportunity Employer and a Drug-free Workplace. We provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.