Description
Employee Fiduciary LLC is a rapidly growing professional services firm and a recognized leader in providing low-cost 401(k) plans to small and mid-sized businesses. Featured in Money magazine, we are committed to delivering exceptional retirement plan services while helping employers and employees achieve their retirement goals.
We are currently seeking a 401(k) New Business Analyst to join our New Business team. This team is responsible for establishing new clients on Employee Fiduciary's systems and ensuring a smooth and accurate onboarding process. This is an excellent opportunity for an individual looking to build a career in the retirement plan industry.
No prior 401(k) experience is required, making this an ideal entry-level position for a motivated candidate eager to learn and grow.
The New Business Analyst is responsible for setting up new retirement plans and related data within Employee Fiduciary's systems. This role requires strong organizational skills, attention to detail, and the ability to manage multiple priorities while maintaining a high level of accuracy and customer service.
Essential Duties and Responsibilities:
- Learn and maintain proficiency in all software required to perform job responsibilities, including Relius Administration.
- Establish and maintain new retirement plans within Employee Fiduciary systems, including Relius Administration, Matrix Trust Company, and CRM platforms.
- Prepare enrollment materials, participant notices, and other onboarding documents for clients.
- Enter employee census information and conversion data into Relius Administration.
- Maintain organized and accurate electronic records in accordance with departmental standards.
- Assist with special projects and additional duties as assigned.
- Comply with all company policies, procedures, and operational standards.
Requirements
Required Skills and Qualifications
- Advanced proficiency in Microsoft Excel and working knowledge of Microsoft Office applications.
- Ability to quickly learn and become proficient in Relius Administration, CRM systems, and other company software.
- Strong attention to detail and commitment to accuracy.
- Excellent organizational and time management skills.
- Ability to effectively manage multiple priorities and meet deadlines in a fast-paced environment.
- Strong written and verbal communication skills.
- Ability to work collaboratively and maintain positive working relationships with clients and coworkers.
- Proficiency in reading, writing, and communicating in English.
- Ability to use standard office equipment and technology.
Education and Experience
- A bachelor's degree in Business or a related field is preferred; however, candidates with one or more years of experience in the third-party administration (TPA) and/or retirement plan recordkeeping industry will also be considered.
- Advanced proficiency in Microsoft Excel required.
- Experience with Relius Administration or similar retirement plan administration software is a plus.
Why Join Employee Fiduciary?
- Opportunity to build a long-term career in the retirement plan industry.
- Collaborative and supportive team environment.
- Exposure to retirement plan administration, compliance, and client onboarding processes.
- Opportunities for professional development and growth within a rapidly expanding organization.
Skills Required
- Advanced proficiency in Microsoft Excel
- Working knowledge of Microsoft Office applications
- Ability to quickly learn and become proficient in Relius Administration and other company software
- Ability to learn and use CRM systems and Matrix Trust Company systems
- Strong attention to detail and commitment to accuracy
- Excellent organizational and time management skills
- Ability to manage multiple priorities and meet deadlines in a fast-paced environment
- Strong written and verbal communication skills
- Ability to work collaboratively and maintain positive working relationships with clients and coworkers
- Proficiency in reading, writing, and communicating in English
- Ability to use standard office equipment and technology
- Bachelor's degree in Business or related field
- One or more years of experience in TPA and/or retirement plan recordkeeping
- Experience with Relius Administration or similar retirement plan administration software
What We Do
Founded in 2004 and headquartered in Mobile, AL, Employee Fiduciary, LLC is a full-service recordkeeper and third-party administrator (TPA) providing low-cost 401(k) plans and retirement solutions for small to medium-sized businesses. The company helps over 5,000 businesses and approximately 140,000 participants nationwide affordably save for retirement through transparent fees and expert plan design.
