Job Description

Job Description

Job Description

Bates & Company, Inc. is a respected Third Party Administration firm, known for our dedicated team of retirement plan administrators and consulting professionals. As we continue to grow, we remain focused on delivering exceptional client service while fostering a supportive and rewarding environment for our employees.

We are currently seeking a motivated and detail-oriented individual for a full-time, in-office, entry-level position that plays a vital role in our retirement plan third party administration services. This is an excellent opportunity for someone with a positive attitude who is technically savvy, eager to learn, and values teamwork.

At Bates & Company, we believe in investing in our employees. Through on-the-job training, professional development, and continuing education opportunities, team members have a clear path to grow their careers and advance within the company. If you're ready to begin your career in a collaborative and client-focused setting, we’d love to hear from you!

This position entails various duties, including but not limited to the following:

• Detailed data entry
• Reconciliation of employee census and payroll reports
• Review of retirement plan statements and assets
• Trust accounting
• Reconciliation of retirement plan receivables
• Research of accounting discrepancies
• Preparation of financials for plan assets
• Assisting with plan distributions and loans

Position Requirements:

• A minimum of 3 years of professional experience
• College degree preferred
• Computer and email experience is a must
• High level of experience working with Microsoft Excel
• Proficiency with all other MS Office applications
• Accounting experience
• Experience with retirement plans administration
• Attention to detail and organization with strong multitasking abilities
• Self-starter with a can-do attitude and innovative mindset
• Excellent verbal, written and interpersonal skills
• Ability to work independently, as well as with a team with changing priorities

Salary will be commensurate with experience.

We offer our staff the following competitive benefits package:

• Medical, Dental and Vision Insurance
• Life Insurance
• Long Term Disability Insurance
• 401(k) Profit Sharing Plan with 3% Safe Harbor Contribution
• Generous Paid Vacation
• Personal Days
• Paid Holidays

We are a Third Party Administration firm providing retirement plan administration and consulting. We provide hands-on, personal attention to each of our clients, while providing the highest quality of technical support and professional consulting.

Company Description

We are a Third Party Administration firm providing retirement plan administration and consulting. We provide hands-on, personal attention to each of our clients, while providing the highest quality of technical support and professional consulting.

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