401(k) Benefits Processing Associate

Job Summary

Detail-oriented and organized, the full-time 401(k) Benefits Processing Associate will manage participant distributions from 401(k) accounts remotely, ensuring accurate and timely processing while collaborating with internal teams to optimize workflows and troubleshoot system issues.

Key responsibilities

• Ensure accurate data review and escalation of discrepancies to maintain compliant customer accounts
• Process participant distributions promptly, meeting deadlines and ensuring correct application without delays
• Facilitate communication between teams to resolve customer inquiries and contribute to workflow improvements

Required qualifications

• 1-2 years of experience in Accounting or 401(k) Recordkeeping (preferred)
• Strong aptitude for working with numbers
• Good organizational skills
• Ability to work efficiently in a fast-paced environment
• Willingness to identify and suggest process improvements