Client Experience & 401(K) Specialistnew

Job Description

Key Responsibilities

401(k) & Roth Administration

• Assist with setting up and enrolling eligible employees in 401(k) and Roth retirement plans
• Coordinate the setup and implementation of new clients’ 401(k) plans with designated retirement plan providers
• Maintain and reconcile current client 401(k) plans to help ensure contribution records are accurate and up to date
• Research and resolve discrepancies related to employee and employer retirement plan contributions
• Answer questions from clients and employees regarding 401(k) and Roth contributions, enrollment, and general plan processes
• Assist employers with questions regarding employer contributions, matching contributions, and other plan-related responsibilities
• Coordinate with retirement plan providers, clients, payroll teams, and internal departments to support accurate and timely contribution processing
• Maintain organized and confidential records related to retirement plan enrollment, contributions, and reconciliation activities

 

Client & Employee Experience

• Serve as a backup to the administrative team as a point of contact for clients, employees, and visitors by phone, email, and in person
• Provide professional, timely, and courteous support in response to client and employee inquiries
• Assist clients and employees with general questions related to onboarding, payroll processes, benefits—including 401(k) and Roth plans—and documentation

• Provide backup coverage for front desk operations, including greeting visitors and directing inquiries appropriately
• Support internal teams with client, employee, payroll, benefits, and retirement plan communications

Qualifications

• High school diploma or equivalent
• Knowledge of 401(k) and Roth retirement plans, including employee and employer contributions
• Previous experience with 401(k) administration, contribution processing, or plan reconciliation preferred
• Strong customer service and interpersonal skills
• Excellent attention to detail and organizational skills
• Ability to identify and resolve contribution discrepancies accurately
• Ability to handle sensitive and confidential information with discretion
• Proficiency in basic office software, including email, word processing, and spreadsheets
• Strong written and verbal communication skills
• Ability to work collaboratively with clients, employees, retirement plan providers, and internal teams

Additional Information

Please see our company Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy.  Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.