Saturna Capital · 2 months ago
Employer Services Administrator (Retirement Plan Administrator)
Henderson, NV, US
Full-time
Onsite
Entry Level
$25.08/hr - $35.44/hr
1+ years expSaturna Trust Company is seeking an Employer Services Administrator (Retirement Plan Administrator) with hands-on expertise in ERISA-governed 401(k) and employer-sponsored retirement plans. This role involves assisting in daily operations, ensuring accurate record keeping, compliance testing, and providing customer service support for retirement plans.
Financial Services
Responsibilities
Process account maintenance forms and transactions originating from participant exchanges, distributions, and loan requests
Reconciliation of 401(k) account balances
Record keeping and plan administration for existing clients
Document generation and maintenance
Assist with processing transactions originating from 401(k) employer payroll contributions
Assist department with IRS and Department of Labor tax reporting
Provide sales and customer service support to current and prospective clients
Provide assistance to other departmental staff as needed
Provide ongoing maintenance and customer support for personal trust accounts including answering customer service calls, cutting checks from accounts, supporting clients with ongoing support per the direction of each trust document
Qualification
Required
Associates or Bachelor's Degree in finance, business administration, or related field; or equivalent combination of education and experience
At least one year of experience working with 401(k) plans and be familiar with any 401(k) Administration software
Prior experience with ERISA plans allowing immediate support of 401(k) plans
Prior HSA experience, or willingness to learn HSA regulations within 6 months, allowing support of HSA plans at the end of six months of employment
Must have access to reliable internet connection when working outside of the office
Computer proficiency – experience with Apple products is a plus, ability to master employer plan record keeping systems within 3 months is required
Excellent verbal communication, active listening, and interpersonal skills; excellent accuracy and attention to detail
Demonstrate ability to work collaboratively and communicate effectively
Desire to obtain FINRA SIE, 7 and 63/66 within 9 months of employment
Ability to obtain ASPPA Retirement Plan Fundamentals Certificate, or equivalent industry certification
Candidates must successfully complete pre-employment requirements such as a logic test, background and credit check, drug screening and reference check
Preferred
Prior experience supporting qualified retirement plans, finance, and familiarity with ERISA
Familiarity or prior experience with Trust administration is a plus
Benefits
Medical coverage; High-deductible plan offers full family coverage at no cost to employee. PPO plan is covered 100% for employees
Health Savings Account, Employee Assistance Program, regular Wellness activities
401k with generous match
Paid Personal and Vacation time
Profit sharing and annual performance bonuses
10 paid holidays (per NYSE holiday schedule)
Paid parental and bereavement leaves
Childcare/tuition assistance
Adult continuing education and professional development assistance
Home-buyer assistance program
Company
Saturna Capital
Saturna Capital is a financial services company specializing in retirement plans, investment counsel, and discount brokerage.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Kalen Hanna
Chief Financial Officer
Michael Lewis
Chief Compliance Officer
Recent News
2025-02-12
Investor's Business Daily
2024-11-15
2023-11-03
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