Offer summary

Qualifications:

Bachelor's degree in finance, accounting, or a business-related field preferred., Minimum of 2 years of work experience in a business environment., Strong verbal and written communication skills., Experience with FT Williams and PensionPro Software is required..

Key responsabilities:

Manage the workflow progress and oversee day-to-day management of customer accounts.

Prepare and submit required government filings for 401k, profit sharing, and 403b plans.

Collect and scrub data to ensure accuracy and compliance with regulatory deadlines.

Develop lasting client relationships through excellent customer service and professional advice.

Job description

This position pays $60,000-$75,000 annually

This position is open to an in-office person in Fresno, CA, but can be eligible for remote work for the right candidate.

Position will be in alignment with PST hours (8:30a-5p PST, 9:30-6p MST, 10:30-7p CST, 11:30-8p EST)

About the Company

Navia is a national, consumer-directed benefits provider serving 10,000+ employers across all 50 states. The company provides comprehensive health, finance, lifestyle, and compliance solutions to employers and consumers. We take pride in offering industry-leading customer service, communications, and technology.

Founded in 1989, Navia began as Flex-Plan Services, and over the years has grown into one of the nation’s premier benefit providers. Navia offers FSA, HSA, HRA, Commuter, Lifestyle, 401K/Retirement, Benefit Administration, Education, COBRA, and much more.

Position Summary

You will work with a Team of experienced staff to collect data, scrub data, manage the workflow progress, prepare required government filings and submit the final filing for 401k, profit sharing and 403b. All workflow tasks have optimal deadlines while final governmental filings have regulatory deadlines. responsible for overseeing the day-to-day management and annual filing requirements of an assigned caseload of customer accounts. Our mission is to develop lasting client relationships through excellent customer service and knowledgeable, professional advice.

Requirements

1 year with a lead role in the Client Relationship
Ability to administer a minimum of 50 plans
A minimum of 2 years of work experience in a business environment
Strong verbal and written communication skills to assist employers, plan contacts and financial advisors
Ability to work well under pressure with multiple priorities
Detail oriented with strong organizational skills
Self-starter able to monitor and meet deadlines
Ability to learn multiple software programs and navigate multiple websites
College Degree – preferably in a finance, accounting or business-related field.
Proficient with Microsoft Office suite of products
Must Have experience using FT Williams and PensionPro Software

Please visit our career page and apply directly: www.naviabenefits.com/workatnavia

Not all positions allow for remote work, but those that do will only be available in the following states: AZ, CA ,CO, FL, GA, IL, IN, KS, MI, MN, MO, MT, NC, ND, NE, NJ, NV, NY, OH, OR, PA, TN, TX, UT, AND WA

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