401(k) Operations Associate
Company: VirtualVocations
Location: Livonia
Posted on: April 5, 2025
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Job Description:
A company is looking for a Recordkeeping Operations Associate to
support the administration of clients' 401(k) plans.
Key Responsibilities
Review and reconcile account data within retirement and operating
accounts
Become an expert in operational processes and provide transactional
assistance to Ops teams
Identify and propose solutions for operational challenges while
contributing to team improvement initiatives
Required Qualifications
2-3 years of experience in operations within 401(k), banking, or
related financial fields preferred
Strong understanding of Portfolio Management concepts is
preferred
Prior experience with institutional trading or custodial operations
is a plus
Ability to trace 401(k) transactions through the recordkeeping
lifecycle
ASPPA RPF certificate or QKA credentials are preferred
Keywords: VirtualVocations, Toledo , 401(k) Operations Associate, Other , Livonia, Ohio
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