Administrative Associate

Nicholas Pension Consultants • Rancho Cordova, CA

2d • $26 • Onsite

About The Position

We are looking for people who want to be members of a fast growing company, and who will complement our thriving office environment in Rancho Cordova, CA. This position is the entrance point into the retirement industry and offers an excellent career path, a collaborative team environment, and a formal training program. Administrative Associates (also referred to as Associates or Accounting Assistants) are responsible for assisting our Administrators in leading their clients through the annual cycle of retirement plan administration. Through training on the below job responsibilities, Associates are equipped for promotion to obtain their own clients, generally within 1-2 years. Once the Administrator role is mastered, multiple career paths are available, including the roles of Senior Administrator, Compliance Administrator & Team Lead.

Requirements

• Character and integrity
• Aptitude toward math and accounting
• Minimum 2 years professional office experience
• Desire to take ownership of the position and put in hard work
• Team-oriented personality with the ability to also work independently
• Good organizational skills and attention to detail
• Strong verbal and written communication skills
• Display discreetness, awareness and confidentiality of work
• Strong multi-tasking capabilities, flexibility, and adaptability

Nice To Haves

• Previous banking experience a plus

Responsibilities

• Correspond with clients over phone and email
• Collecting payroll data and investment statements from clients
• Balancing the payroll data against investment statements
• Calculating the employer matching and profit sharing contributions
• Preparing the 5500 tax filing form

Benefits

• competitive compensation
• bonus program
• 401(k) plan with employer contributions
• health, vision, life, long-term disability insurance
• paid vacation
• sick pay

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed