TITLE: 401k Specialist/Retirement Account Manager ABOUT THE JOB: We are seeking experienced candidates to apply for a role as 401k Specialist/Account Manager for a local Fresno wealth management company. Responsibilities include consulting with clients to achieve their desired retirement plan goals, compliance testing, calculating contribution allocations, reconciliation of plan trust assets, completing annual valuation reports, prepare government filings, Form 5500 series and more.
PERKS & BENEFITS:
• Excellent benefits, flexible hours
• Competitive pay range
• Employee Appreciation Events
SKILLS & QUALIFICATIONS:
• 3+ years of plan administration experience preferred.
• Experience as a Retirement Plan Assistant or Administrator
• Excellent client service/customer service
• Strong knowledge of Microsoft Excel, Word, Outlook, Adobe
• Knowledge of financial software programs
• Experience in Defined Benefit is a plus.
HOW TO APPLY:
• Send a Microsoft Word version of your resume to Kristin Sweeney at AppleOne.
• Apply at www.appleone.com/apply

EEO/AA Employer/Vet/Disabled.

The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.