Description:
If you consider yourself a problem solver and appreciate working autonomously, a career at Definiti may be perfect for you. You’ll be able to directly contribute to the security and success of meaningful retirements for thousands while helping build a growing company. Most positions are fully remote, which provides work-life balance while working with, and for, your colleagues and clients. Definiti not only invests in the tools and retirement service technology to help you be successful in your role, but also supports your professional growth with training and certifications.
Definiti Overview:
Definiti is a national retirement services company that helps clients manage and administer their retirement plans. We help clients define what’s possible and what’s next for their retirement plans.
Purpose of Position:
The Retirement Plan Associate (RPA) provides support to Retirement Plan Consultants, Senior Retirement Plan Consultants, and Retirement Plan Specialists within the Defined Contribution Line of Business. Supporting through annual administration tasks including:
- Data collection
- Census scrubbing
- Asset reporting
- Importing of information into compliance database
Annual participant vesting updates with Investment Providers. Preparation of Form 5500 and 5558.
Primary Duties and Responsibilities:
- Collection and review of annual census data and employer questionnaire
- Census imports and data checks
- Investment Provider year-end downloads and imports
- Trust accounting/financial reporting
- Assist with preparation of Form 5500, related schedules, and Form 5558
- Contribution reconciliations
- Facilitate vesting updates with Investment Provider
- Loan and Distribution support
Requirements:
Competencies Required:
- Proficient with Microsoft Office applications
- Demonstrated excellence in written and verbal communication
- Display keen attention to detail and possess strong organizational skills
- Time management focused adhering to deadlines and timelines
- Proficient with numbers and basic calculations
- Ability to work independently and as part of a team in a fast-paced environment
Education and Qualifications:
- High school diploma or GED required
- 1+ years of experience with financial accounts and banking/financial statements
- Experience working in retirement services and/or financial service industries a plus
- Familiarity with Pension Pro and Actuarial Systems Corporation (ASC) a plus
- Intermediate MS skills to include Excel, Teams, and One Note
- American Retirement Association designation a plus
Remote Working Requirements:
- Ability to build rapport with others remotely while working productively with limited in-person interaction
- Designate a quiet, and well-lit space with a fast internet connection for your workspace, free of as many distractions as possible
- Be online and available during designated business hours in the local time zone
- Accustomed to using Microsoft Teams or virtual-meeting applications to work with colleagues regularly on video and use the chat feature for quick communications
- Accustomed to file-storage and file-sharing tools such as Microsoft SharePoint and Citrix ShareFile
Benefits:
Definiti has a dynamic, growth-focused culture, and we are committed to offering attractive employee-centric benefits, including:
- A virtual-first work philosophy
- 401(k) with up to 4% match
- Generous paid time off starting with four weeks, in addition to 9 paid holidays and 2 paid floating holidays
- A variety of medical, dental, and vision plan options including Definiti subsidized premiums
- Company-paid life insurance and short-term disability insurance
- Bonus plan eligibility
