401k Specialist/Retirement Account Manager

***** 401k Specialist/Retirement Account ManagerABOUT THE **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 & *Excellent benefits, flexible hoursCompetitive pay rangeSKILLS & *3+ years of plan administration experience preferred.Experience as a Retirement Plan Assistant or AdministratorExcellent client service/customer serviceStrong knowledge of Microsoft Excel, Word, Outlook, AdobeKnowledge of financial software programsExperience in Defined Benefit is a plus.HOW TO **Send a Microsoft Word version of your resume to Kristin Sweeney at AppleOne.kristins@

Created: 2025-02-06