Payroll & Transaction Specialist

Posted 14 Days Ago
Be an Early Applicant
Houston, TX
In-Office
42K-52K
Entry level
Fintech • Payments • Financial Services
The Role
The Payroll & Transaction Specialist will handle payroll submissions, process distributions, prepare census files, manage contributions, and assist in office projects.
Summary Generated by Built In

Are you looking for your next challenge? Are you excellent at communicating verbally and via email? Are you looking for a vibrant company in a stable industry?

Administrative Fiduciary Services, Inc. is looking to fill Payroll & Transaction Specialist positions in our Houston, TX office. AFS is a vibrant and growing national 3(16) provider. We have a presence nation-wide allowing us to grow in excess of 20% per year and provide advancement opportunities for our professionals. Although welcomed, industry experience is not necessary, and paid training will be provided. 

Job Responsibilities:

  • Payroll file submission at various record-keepers  
  • Daily Distribution Processing
  • Force out and RMD determination and processing
  • Prepare annual and mid-year census files 
  • Prepare notice packages and mailing coordination 
  • Prepare contribution reconciliations   
  • Confirm payment of various participant transactions 
  • Assist with data entry for new plans
  • Assist with other projects as required 

Qualifications:

  • Bachelor’s degree
  • Excellent written and verbal communication skills
  • Excellent organizational skills
  • Ability to work in a team environment
  • Committed to lifelong learning
  • Flexibility, adaptability, and excellent multi-tasking skills
  • Prior work experience in an office setting a plus
  • Prior customer service experience a plus

 Compensation and Benefits:

  • Base Salary $42,000 - $52,000
  • Salaried/non-exempt position; eligible for overtime
  • Medical, dental, disability, and life insurance
  • Paid time off
  • 401(k) with employer match

Work Location/Hours:

  • Hybrid work schedule after probationary period
  • Must work from USA and be authorized to work for any US employer
  • We will supply all necessary computer equipment
  • Work hours: 40 hours per week
  • You may choose a start time between 7:30 am and 8:30 am. You must start your day at the same time each day. 

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The Company
Houston, TX
180 Employees
Year Founded: 2000

What We Do

Nova 401(k) Associates provides third party administration services for 401(k) plans and actuarial services for defined benefit and cash balance plans. In this dog-eat-dog world, we give clients and financial advisors the resources and knowledge they need to make informed decisions and run retirement plans successfully.

At Nova 401(k) Associates, we understand your 401(k) plan is a small part of your business. And while your 401(k) plan may seem like a little detail, if you either don’t structure your plan correctly or aren’t proactive in managing it, your 401(k) plan can become a big headache. We fully understand the ins and outs of the 401(k) industry, so we don’t waste your time or money when it comes to creating an efficient 401(k) plan.

The best way for us to serve our clients, is to understand their business. It’s the only way we can tell you what you need to know. Our account managers are skilled at listening to clients and asking the right questions to get to the client’s real goals, issues and problems, so that we can correctly consult without making inaccurate assumptions.

When it comes to 401(k) plan expertise, we cut through the clutter and spare you the information overload. Our account managers are critical thinkers and understand the importance of clear, consistent communication. They talk to our clients and partners in a language they understand. At Nova 401(k) Associates, we offer actionable solutions instead of theoretical approaches

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