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Client Experience & 401(K) Specialist
Job Description
Company DescriptionExtraordinary 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 ValuesWe 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.
We
COLLABORATE
continuously because, together, we are more powerful and make amazing things happen for our clients and company.
We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of "what's next"?We are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve.
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 DescriptionKey Responsibilities401(k) & Roth AdministrationAssist with setting up and enrolling eligible employees in 401(k) and Roth retirement plansCoordinate the setup and implementation of new clients' 401(k) plans with designated retirement plan providersMaintain and reconcile current client 401(k) plans to help ensure contribution records are accurate and up to dateResearch and resolve discrepancies related to employee and employer retirement plan contributionsAnswer questions from clients and employees regarding 401(k) and Roth contributions, enrollment, and general plan processesAssist employers with questions regarding employer contributions, matching contributions, and other plan-related responsibilitiesCoordinate with retirement plan providers, clients, payroll teams, and internal departments to support accurate and timely contribution processingMaintain organized and confidential records related to retirement plan enrollment, contributions, and reconciliation activities Client & Employee ExperienceServe as a backup to the administrative team as a point of contact for clients, employees, and visitors by phone, email, and in personProvide professional, timely, and courteous support in response to client and employee inquiriesAssist clients and employees with general questions related to onboarding, payroll processes, benefits—including 401(k) and Roth plans—and documentationProvide backup coverage for front desk operations, including greeting visitors and directing inquiries appropriatelySupport internal teams with client, employee, payroll, benefits, and retirement plan communicationsQualificationsHigh school diploma or equivalentKnowledge of 401(k) and Roth retirement plans, including employee and employer contributionsPrevious experience with 401(k) administration, contribution processing, or plan reconciliation preferredStrong customer service and interpersonal skillsExcellent attention to detail and organizational skillsAbility to identify and resolve contribution discrepancies accuratelyAbility to handle sensitive and confidential information with discretionProficiency in basic office software, including email, word processing, and spreadsheetsStrong written and verbal communication skillsAbility to work collaboratively with clients, employees, retirement plan providers, and internal teamsAdditional InformationPlease see our company
Benefits:
401(k)401(k) matchingDental insuranceFlexible spending accountHealth insuranceLife insurancePaid time offRetirement planVision insuranceTrucordia 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.
Benefits
- Paid Time Off (PTO)
- 401(k) Plans
- Professional Development
- Other Retirement and Savings