401(k) New Business Analyst

Employee Fiduciary LLC is a rapidly growing professional services firm and a recognized leader in providing low-cost 401(k) plans to small and mid-sized businesses. They are currently seeking a 401(k) New Business Analyst to join their New Business team, which is responsible for establishing new clients on their systems and ensuring a smooth onboarding process. This entry-level position is ideal for motivated candidates eager to learn and grow in the retirement plan industry.

Responsibilities:

• Learn and maintain proficiency in all software required to perform job responsibilities, including Relius Administration
• Establish and maintain new retirement plans within Employee Fiduciary systems, including Relius Administration, Matrix Trust Company, and CRM platforms
• Prepare enrollment materials, participant notices, and other onboarding documents for clients
• Enter employee census information and conversion data into Relius Administration
• Maintain organized and accurate electronic records in accordance with departmental standards
• Assist with special projects and additional duties as assigned
• Comply with all company policies, procedures, and operational standards

Requirements:

• Advanced proficiency in Microsoft Excel and working knowledge of Microsoft Office applications
• Ability to quickly learn and become proficient in Relius Administration, CRM systems, and other company software
• Strong attention to detail and commitment to accuracy
• Excellent organizational and time management skills
• Ability to effectively manage multiple priorities and meet deadlines in a fast-paced environment
• Strong written and verbal communication skills
• Ability to work collaboratively and maintain positive working relationships with clients and coworkers
• Proficiency in reading, writing, and communicating in English
• Ability to use standard office equipment and technology
• A bachelor's degree in Business or a related field is preferred; however, candidates with one or more years of experience in the third-party administration (TPA) and/or retirement plan recordkeeping industry will also be considered
• Experience with Relius Administration or similar retirement plan administration software is a plus