Retirement Plan Operations Associate

About Us At Erisa Consultants we are ERISA experts dedicated to supporting employers, CPAs, and financial advisors to deliver successful retirement plan outcomes. Established in 1992 and headquartered in Brentwood, Tennessee, we serve clients across the nation and built a reputation as a trusted long-term partner to help companies and their employees achieve their retirement goals. Job Summary The Retirement Plan Operations Associate plays a key role in maintaining the accuracy of our recordkeeping systems. The position is responsible for daily reconciliation, transaction processing, and supporting both internal teams and stakeholders for the qualified retirement plans we provide recordkeeping services for. This is a great opportunity for someone looking to start out in the retirement plan industry. Job Responsibilities Deliver excellent support to plan participants. Perform cash and securities reconciliation for trust accounts. Process transactions for qualified retirement plans. Monitor recordkeeping system and processes. Collaborate with the internal team, and external auditors about annual plan compliance. Qualifications and Skills Bachelor's degree in Accounting, Finance, Mathematics, Systems Administration, or other related field. Bilingual (English/Spanish) is a plus. Perform the tasks assigned in an accurate and timely manner. Excellent written and verbal communication skills. Team-oriented with a commitment to the company's success and values. Strong attention to detail and organizational skills. Proficient with Microsoft Excel Salary & Benefits + We offer a comprehensive total compensation package that reflects our commitment to long-term employee success. We help our clients plan for retirement, and we do the same for our team.

Base salary:

$60,000 annually

Performance Bonus:

Eligible after first year

PTO:

13 days in the first year (prorated on hire date) 100% of employee's medical, dental and vision insurance 401(k) plan + 7.5% employer profit sharing contribution + Subject to the terms, conditions and provisions in the Erisa Corporation Company Handbook and related documents.

Pay:

From $60,000.00 per year

Benefits:

401(k) Health insurance Paid time off Retirement plan

Work Location:

In person