Blue Ridge ESOP Associates Looking for 401(k) Associate (Remote) at Columbus, OH  Full Time

1. Establishment of new plan setup in software including participant records.
2. Completion of Core Provisions in software.
3. Review client census data; Identify census questions for clients and revision of census records.
4. Upload into industry software.
5. Calculation of dates of participation and contribution eligibility based on finalized census data. Generation of census verification report for administrator review.
6. Completion of plan trust accounting reconciliation and financial statements. 
7. Upload of forfeitures and other data into the applicable software, as directed.
8. Download and merge participant data into participant statements (certificates).
9. Preparation of final report segments, as directed by supervising administrators. 
10. Preparation of Form 5500 and Summary Annual Report, preparation of Form 8955-SSA. Preparation of filing extension requests.
11. Preparation of Forms 1099-R and 945.
12. Perform address searches for lost participants as needed using third party vendor database.
13. Perform other duties as assigned. 

 
Skills/Abilities 

1. Work is organized, complete and well documented.
2. Demonstrates effective time management skills.
3. Demonstrates the ability to learn and use plan administration and other software for completion of assigned tasks. 
4. Complies with company policies and procedures.
5. Demonstrates the ability to be a team player by assisting others, and assisting with the training of new Associates or assisting with special projects.
6. Practices good oral and written communication skills, including communications with supervisors and any assigned client communications.  
7. Attends Associate training sessions and works toward development of an understanding of qualified plan rules and regulations, including 401(k) basics. 

Supervisory Responsibility 
This position has no supervisory responsibilities. 
 
Work Environment 
This job operates in a clerical office setting.  This role routinely uses standard office equipment such as computers, phones, and copiers.  The office environment and job duties include work conducted via in-person face-to-face meetings, videoconferencing, telephone, and other interactions on the computer. 
 
Physical Demands 
This position requires manual dexterity, the ability to lift files and opening cabinets.  This position requires bending, stooping or standing as necessary.
 
Travel 
Travel may be required for this position. 
 
Education and Experience 

1. High School Diploma/GED required.
2. Strong analytical skills.
3. Experience working with national daily recordkeeping platforms is a plus.
4. Ability to work independently while handling multiple assignments.
5. Proficient in the Microsoft office suite.  Excel skills are required.
6. Experience with ASC or similar software is a plus.
7. Experience with industry plan documents is a plus.