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JOB DETAILS |
| Company Name |
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Freedom One Financial |
| Company Address |
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8031 M-15
ClarkstonMichigan
United States48348
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| Company URL |
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Company Profile |
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View |
| Job Type |
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Full Time |
| Job Title |
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Plan Processor |
| Job Location |
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Oakland / Michigan |
| Salary |
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30,000 - 40,000 |
| Description |
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Freedom One is currently seeking a Plan Processor
Seeking motivated and enthusiastic individuals with working knowledge of Excel and strong analytical skills to process various types of 401(k) plan transactions.
Responsibilities:
Meet daily goals
Transaction Processing
401(k) plan payroll contributions
Requested transfers
Loan and distribution requests
Monitor Fidelity deposits
Maintain client specific notes
Track processing delays
Track client payrolls
Required Skills:
Working knowledge of Excel
Strong organizational skills
Detailed oriented
Adept at problem solving and conducting research
Strong math and analytical skills
Self-management of deadlines and workload
Ability to work toward team goals
Education:
Bachelors Degree Finance/Business
Industry experience a plus
Competitive benefit package includes:
Medical, dental, vision, short- term disability, life insurance, 401(k) plan, tuition reimbursement, on-site fitness center and trainer
www.freedomonefinancial.com |
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