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We currently have openings for the following positions:
Processor
Performs plan-related account transactions, such as payrolls, loans, distributions, enrollments and election changes,
for multiple accounts, according to electronic requests/instructions. Depending on experience, responsibilities may also
include simple trust accounting and cash reconciliation. Experience in plan administration or finance a plus.
Must have strong computer skills and experience in MS Excel. Basic math and problem-solving skills are required.
Full-time position and benefits, including health/medical/dental, vacation, and retirement plans.
Pension Consultant
Seeking experienced pension consultant. Responsibilities include trust accounting, basic plan administration and
consulting. Reviews transactions as prepared by Processors. Full client case load and client contact. Familiar with
all types of retirement plan designs and investment platforms. Solid understanding of regulatory issues including
compliance testing. Works independently, relies on judgment and experience to prioritize and accomplish goals. Will
need to become familiar with and adopt standard concepts, practices and procedures of firm. A certain degree of
creativity and latitude is required. Candidate will be expected to meet a billing goal determined annually.
Familiarity with Relius Administration a plus.
Full-time position and benefits, including health/medical/dental, vacation, and retirement plans.
Document Assistant
Assist legal dept in preparation, production & distribution of plan documents. Responsibilities
include document tracking using our database; strong computer skills and MS Word experience; document assembly;
submit documents for government filing, with assistance; copying and filing documents; and general assistance to
legal department.
Full-time position and benefits, including health/medical/dental, vacation, and retirement plans.
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To apply for a position, you may:
- Send your cover letter and resume via email. Click here.
- Fax your cover letter and resume to (509) 838-1388.
- Send your cover letter and resume by USPS to the attention of Janet Porco, Staff Manager.
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