Retirement Plan Administration Analyst
$24.03/h-$27.88/h
20 hours ago
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OnsiteFull-timeEntry
Summary
Blue Ridge Associates is seeking a Retirement Plan Administration Analyst to join their team in Pasadena, CA. The role involves managing client communications, compliance testing, and transaction administration for retirement plans.
About the Role
As a Retirement Plan Administration Analyst, you will be responsible for all aspects of engagement management, including client communication, compliance and discrimination testing, transaction administration, distribution and loan processing, and regulatory reporting. You will serve as an ambassador for the organization, ensuring that clients receive high-quality service and support.
About You
Required:
- Prior experience working with retirement plans (defined benefit/defined contribution plans a plus).
- Excellent oral and written communication skills.
- Strong familiarity with financial concepts.
- Intermediate Microsoft Excel skills.
- Ability to meet deadlines and manage workloads.
Preferred:
- Ability to speak Mandarin, Cantonese, or Spanish.
- Associate or bachelor’s degree preferred (Equivalent skills and industry experience will be considered in lieu of a degree).
- Excellent customer relations skills.
- Aptitude in accounting and math.
Benefits
- Competitive salary & comprehensive benefits (medical, dental, vision, life, disability).
- 401(k) with company match + HSA with company contribution.
- Generous PTO for parental leave, vacation, and holiday time.
- Support for certifications, association dues, and professional development.
- A collaborative and inclusive company culture: happy hours, social events, employee-led committees, and volunteer opportunities.
Blue Ridge Associates
We are the trusted partner for retirement plan professionals and sponsors. Serving clients since 1966, Blue Ridge is a leading provider of administration solutions for employer-sponsored, tax-advantaged equity compensation and savings benefit plans. Our highly skilled team members provide a full suite of technology-enabled compliance services. Our integrated, best-of-breed delivery model and established network of strategic distribution partners make it easy for employers to provide wealth-building benefits to employees.
Pasadena, CA