Answer participant services phone calls and emails related to retirement plan withdrawal and loan transactions.
Work with participants and clients to initiate requests through recordkeeper sites and answer questions on pending requests.
Pursue NIPA Distribution Administrator and Loan Administrator Certificates with paid training provided.
Nova 401(k) Associates provides retirement plan administration and customer support services for plan participants and clients. We are a committed team that values clear communication and professional development.
Maintain client relationships and advise on technical and regulatory requirements for combo plans.
Strongpoint Partners is a tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. It is recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work.
Review work product prepared by team members, including testing, trust accounting, and 5500 forms.
Provide feedback and training to junior staff while interpreting plan documents and regulations.
Drive process improvement and stay current on regulations and legislation affecting retirement plans.
Nova 401(k) Associates is a national third-party non-producing administration firm focused on retirement plan compliance and administration. The company is vibrant and growing, with a nationally recognized sales team and a culture that supports career advancement and professional development.
Process participant loan and distribution requests for 401(k) plans, ensuring accuracy and compliance.
Prepare daily cash reconciliations and respond to participant and plan sponsor inquiries.
Collaborate with internal teams to improve operational workflows and service delivery.
Jocelyn Pension Consulting helps growing small businesses establish and administer 401(k) retirement plans with personalized service. It is part of Strongpoint Partners, an Inc. 5000 honoree and certified Great Place to Work.
Provide professional and timely service to internal and external customers regarding benefit administration.
Resolve benefit service issues with internal staff and outside vendors.
Perform monthly reconciliation of Carrier invoices to report to customers.
OneSource Virtual (OSV) works exclusively with Workday customers to automate payroll, taxes, earned wage access, accounts payable, and benefits. With over 1,500 customers and 92% retention, OSV offers a values-based culture and professional development.
Serve as the designated specialist for an assigned portfolio of Canadian payroll tax customers.
Manage and resolve customer cases within service-level agreements, including tax filings and year-end activities.
Apply multi-jurisdiction payroll tax knowledge to research issues and provide practical customer solutions.
This company provides specialized Canadian payroll tax services and customer support to a portfolio of clients. It is a growing organization with a collaborative, service-focused culture that values continuous improvement and professional development.
Lead plan design discussions with new clients to guide them through retirement plan provisions. - Manage multiple onboarding cases while ensuring accuracy and meeting SLAs. - Partner with internal teams to translate client decisions into accurate plan documentation.
Ubiquity Retirement and Savings provides retirement plan solutions for businesses. The company fosters a fully remote, flexible work culture with a focus on client service.
Process a queue of loan applications while ensuring compliance with established quality standards.
Handle inbound and outbound calls to verify details and request additional information from customers.
Resolve customer issues via phone, email, or fax and keep customer accounts accurately updated.
Enova International is a leading financial technology company that provides online financial services through its AI and machine learning-powered Colossus platform. It serves non-prime consumers and businesses and maintains an inclusive, values-driven culture where employees can thrive.
Administer full-cycle operations for a book of 401(k) and cross-tested plans.
Perform compliance testing, valuations, and IRS form filings.
Serve as a client contact on plan administration with a detail-oriented approach.
Strongpoint Partners is a tech-enabled retirement services platform for small- to mid-sized businesses, offering administration, recordkeeping, payroll, and HR solutions. An Inc. 5000 fastest-growing company and Great Place to Work, it values flexibility, diversity, and work-life balance.
Provide flexible coverage across new plan onboarding, conversions, and client servicing based on business volume and team capacity.
Support new plan setup and conversion execution from contract through go-live, including plan design review, coordination, and client education.
Conduct client onboarding meetings, provide inbound phone coverage, and assist with case escalations and document management.
Ubiquity Retirement and Savings provides retirement plan services including 401(k) administration and client onboarding. The company fosters a fully remote, flexible work culture with a focus on team collaboration and client satisfaction.
Manage the end-to-end onboarding of new 401(k) plans, from contract through go-live, using Salesforce and internal tools.
Draft plan documents, coordinate payroll integrations, and ensure compliance with ERISA, IRS, and DOL requirements.
Serve as the primary contact for plan sponsors, advisors, and TPAs, providing proactive updates and platform education.
Ubiquity Retirement and Savings provides retirement plan recordkeeping and 401(k) solutions for businesses. They are a fully remote, technology-driven company focused on client success and employee well-being.
Process trade orders, account openings, transfers, and custodial tasks.
Respond to client requests, manage CRM notes/activities, and execute client deliverables after advisor meetings.
Communicate with clients via phone and email regarding scheduling, paperwork, and follow-ups.
Independent financial planning and investment management firm in Tampa, FL. Growing fee-based firm committed to meaningful client relationships and investing in its people, with a culture of work-life balance and teamwork.
Handle inbound and outbound calls and emails to assist customers with loan applications and questions.
Assess customer needs, explain loan options, and build trust to ensure satisfaction throughout the application process.
Meet monthly sales metrics while adhering to state and federal lending laws and compliance guidelines.
Reprise Financial is on a mission to simplify the financial journey for customers, making personal loans accessible and transparent. We foster a workplace built on innovation, collaboration, and kindness, providing tools and support for employees to thrive.
Make outbound calls to prospective customers to discuss mortgage loan interest and refinancing needs
Gather customer financial information and communicate next steps to loan officers
Provide high-level customer service through email and phone to create an exceptional experience
New American Funding is a mortgage lender focused on helping customers achieve home financing goals through loan origination and refinancing. The company supports a customer-centered culture and offers a remote work environment.
Serve as the first point of contact for members, handling inbound and outbound calls, texts, and emails.
Create, update, and manage customer cases accurately while following compliance and process requirements.
Provide empathetic, professional support in both English and Spanish to ensure positive customer experiences.
Five Star Solutions provides customer service and support solutions, serving as the first point of contact for members and clients. The company values diversity and is committed to cultivating a professional, diverse workforce by hiring the best people available.
Lead and develop a team of Retirement Onboarding Specialists, managing caseloads and serving as escalation point.
Oversee the full retirement plan onboarding process, ensuring milestone accuracy and compliance.
Build scalable processes, maintain SOPs, and coordinate with recordkeepers, advisors, and internal teams.
Strongpoint Partners is a tech-enabled retirement services platform serving small to mid-sized businesses with integrated retirement administration, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000's fastest growing private companies, it is certified as a Great Place to Work and values service, innovation, and expertise.
Serve as the primary point of contact for members seeking legal help across phone, chat, and digital channels.
Conduct detailed intake interviews, verify information, and accurately document cases in CRM systems.
Coordinate attorney consultations and keep members updated as cases move toward resolution.
This partner company provides legal assistance services to members, coordinating intake, referrals, and case management. They foster a structured, fast-paced culture focused on professionalism, confidentiality, and service excellence.
Resolve payroll tax notices and customer inquiries while serving as a subject matter expert.
Lead and develop the Tax Resolution and Tax Settings teams through coaching, quality checks, and escalated support.
Partner with the Tax Manager to build the new Tax Settings function and improve payroll tax processes.
Patriot Software is a remote-first, product-led tech company that builds accounting and payroll software for American businesses. With 175+ team members across the U.S., they emphasize a culture of connection, clarity, growth, high trust, and moving quickly with quality.
Process full-cycle multi-state payroll on a bi-weekly basis for all employees.
Set up and manage state tax registrations and ensure payroll compliance with federal and state laws.
Support audits and year-end processes including W-2 distribution and tax reconciliations.
Comfrt is a fast-growing direct-to-consumer brand focused on blending mental wellness, inclusivity, and comfort into clothing. They are a purpose-driven company with a fully remote team, offering benefits like generous paid time off, health insurance, and 401k match.
Assist U.S. attorneys with Workers' Compensation cases from intake through resolution.
Draft legal documents, request medical records, and communicate with clients and insurance adjusters.
Maintain case files, track deadlines, and schedule depositions, hearings, and evaluations.
Horizon Premier Staffing connects skilled professionals with U.S. law firms. They offer long-term remote opportunities and professional growth within U.S. legal teams.