Responsibilities:

Provide accounting, reporting, and other accounting services for our retirement plan clients. Help prepare accurate and timely financial reports. Post and initiate financial transactions for our daily valuation retirement plans. You will work with our external service provider to provide some of these services.

You will be responsible for complete, accurate and timely accounting data. This data will be used to prepare participant statements, plan sponsor reports and reporting to the IRS and DOL. Your ability to read and understand plan documents will be useful.

The position reports to our Vice President of Compliance.

Qualifications:

• Bachelor’s degree in Accounting, Finance or Business
• 2 to 5 years Finance and/or Accounting experience
• Strong analytical and communications skills

Basic Skills:
BA Degree, 2-5 years Accounting Experience (Experience not to exceed 10 years).

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