The 401(k) Benefit Analyst inputs contribution remittances accurately and applies credit to members timely as well as processes new defined contribution plan applications received for approval or rejection. Daily communication with plan participants and employers, via the telephone and in writing is required. Duties are extremely diverse and must be capable of multi-tasking.
- Examine the incoming receipts for accuracy and completeness.
- Examine and prepare the incoming contribution remittances for data entry.
- Process participant applications for approval or rejection in accordance to Plan rules.
- Telephone and written communication regarding the eligibility of applicants.
- Various clerical duties to maintain the order and efficiency of the department.
- Enter and update participant information accurately.
- Prepare daily cash receipt reports for purpose of balancing to deposit.
- Print and review delinquency reports.
- Send data files to plan record keeper.
Qualifications:
- High School Diploma or equivalent.
- Knowledge of general 401(k) plan rules helpful but not required.
- Math and calculator skills.
- Excellent verbal and written communication skills
- Analytical skills.
- Proficient in Microsoft Excel and Word.
- Fluent in Spanish a plus.
- Strong attention to detail and organizational skills.
Job Type: Full-time
Pay: $44,600.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Schedule:
Ability to Commute:
- West Harrison, NY 10604 (Required)
Work Location: Hybrid remote in West Harrison, NY 10604