Client Experience & 401(K) Specialist

Extraordinary opportunity. Exceptional experience.

Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we’ve come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and opportunities for our employees, clients and stakeholders.

We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.

 

Trucordia Values

1. We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.
2. We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company.
3. We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what’s next”?
4. We are RESULT-ORIENTED , growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve.
5. We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities.

1 Source Business Solutions, a leading provider of outsourced HR services, is a fast-growing PEO (HR) company seeking an experienced Receptionist/Administrative Assistant who has exceptional customer service skills. We are looking for a detail-oriented individual who thrives on assisting our clients with their payroll and administrative needs. This individual must be a leader, capable of setting the stage and giving direction, while also being a team player who works well with others. The ideal candidate will be a self-starter eager to learn and grow with us.
This is a full-time position with benefits available and offers an excellent opportunity to join a company that values professional development and growth.

Job Description

Key Responsibilities

401(k) & Roth Administration

• Assist with setting up and enrolling eligible employees in 401(k) and Roth retirement plans
• Coordinate the setup and implementation of new clients’ 401(k) plans with designated retirement plan providers
• Maintain and reconcile current client 401(k) plans to help ensure contribution records are accurate and up to date
• Research and resolve discrepancies related to employee and employer retirement plan contributions
• Answer questions from clients and employees regarding 401(k) and Roth contributions, enrollment, and general plan processes
• Assist employers with questions regarding employer contributions, matching contributions, and other plan-related responsibilities
• Coordinate with retirement plan providers, clients, payroll teams, and internal departments to support accurate and timely contribution processing
• Maintain organized and confidential records related to retirement plan enrollment, contributions, and reconciliation activities

 

Client & Employee Experience

• Serve as a backup to the administrative team as a point of contact for clients, employees, and visitors by phone, email, and in person
• Provide professional, timely, and courteous support in response to client and employee inquiries
• Assist clients and employees with general questions related to onboarding, payroll processes, benefits—including 401(k) and Roth plans—and documentation

• Provide backup coverage for front desk operations, including greeting visitors and directing inquiries appropriately
• Support internal teams with client, employee, payroll, benefits, and retirement plan communications

Qualifications

• High school diploma or equivalent
• Knowledge of 401(k) and Roth retirement plans, including employee and employer contributions
• Previous experience with 401(k) administration, contribution processing, or plan reconciliation preferred
• Strong customer service and interpersonal skills
• Excellent attention to detail and organizational skills
• Ability to identify and resolve contribution discrepancies accurately
• Ability to handle sensitive and confidential information with discretion
• Proficiency in basic office software, including email, word processing, and spreadsheets
• Strong written and verbal communication skills
• Ability to work collaboratively with clients, employees, retirement plan providers, and internal teams

Additional Information

Please see our company Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit,

qualifications

, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy. Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.