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Reposted 4 Days AgoSaved
Remote
USA
3-5
Mid level
3-5
Mid level
Fintech • Payments • Financial Services
The Enrolled Actuary will manage DB plans, ensure compliance, conduct testing, and provide client guidance on plan design and regulations.
Top Skills: MS OfficePensionpro CrmRelius
7 Days AgoSaved
In-Office
Santa Ana, CA, USA
20-25
Junior
20-25
Junior
Fintech • Payments • Financial Services
The Loans & Distributions Specialist processes participant withdrawals, manages inquiries, maintains databases, and trains on pension administration software.
Top Skills: Crm SoftwareExcelOutlookWord
9 Days AgoSaved
In-Office or Remote
2 Locations
Mid level
Mid level
Fintech • Payments • Financial Services
The Payroll Client Success Specialist manages client relationships for up to 150 accounts, ensures smooth payroll processes, resolves issues, and delivers exceptional customer service.
Top Skills: ExcelMillenniumSalesforceSQLZendeskZoho
Reposted 11 Days AgoSaved
Remote
USA
Senior level
Senior level
Fintech • Payments • Financial Services
The Reviewing Actuary will perform and review actuarial valuations for Defined Benefit and Cash Balance plans, conduct non-discrimination testing, and prepare various government filings. This role requires expertise in small plan actuarial experience and effective client communication.
Top Skills: Asc 715FasbIrs
14 Days AgoSaved
In-Office
Chicago, IL, USA
Senior level
Senior level
Fintech • Payments • Financial Services
The Sales Operations Manager strengthens sales infrastructure by optimizing HubSpot CRM, designing scalable sales processes, managing sales reporting, and integrating cross-functional efforts to improve operations and revenue growth.
Top Skills: ExcelGoogle SheetsHubspot CrmLookerPower BITableau
Mid level
Fintech • Payments • Financial Services
Manage a caseload of defined benefit and cash balance plans, overseeing compliance testing, government reporting, and client inquiries. Support plan design and contribute to the growth of the financial services firm.
Top Skills: MS OfficeRelius
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