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  • Retirement Plan Administrative Support Specialist

     ...contact for plan vendors and third-party administrators Upload 401(k) contributions on a per payroll basis Prepare quarterly Fi360 reports Prepare employee reporting necessary for annual compliance testing Process participant documents and requests such as... 
    Suggested
    Temporary work
    Work at office
    Immediate start
    Monday to Friday

    Payentry

    Norcross, GA
    6 days ago

  • Client Development Associate (Pacific Standard Time)

    $80k - $100k

     ...clients. Track and secure additional assets and opportunities during the first year of the client relationship, including running Fi360 attestations for new retirement assets. Ensuring adherence to company standards Other duties as needed   Knowledge,... 
    Suggested
    Temporary work
    Work at office
    Local area
    Home office
    Monday to Friday
    Flexible hours

    Mercer Advisors

    Portland, OR
    14 days ago

  • Chief Investment Officer

     ...professionally, both internally and externally Experience with, or ability to learn, Redtail CRM, ClientWorks, Morningstar, YCharts, Fi360, and other applicable programs. Desire to learn, grow, and contribute to the success of our clients, practices, and the firm... 
    Suggested
    Work at office

    Academy Financial, Inc.

    Lutherville Timonium, MD
    1 day ago