Retirement Services Accounting Associate

Job Description

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 approximately 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 nearly 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 and reference the following videos to learn more about our company:

- TPA Cycle: -cycle-video/

- NPC Staff: -staff-video/

- NPC Games: -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. Associates 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.

Below you will find qualifications for the position as well as examples of possible backgrounds suitable for a transition into the position.

QUALIFICATIONS:

· Character and integrity

· Aptitude toward math and accounting

· Minimum 2 years professional office experience

· 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.

This position is well suited for individuals transitioning from roles such as bank tellers or other clerical positions.

The role offers structured training, increased exposure to the financial operations industry, and a clear path into a career in retirement plan administration.