Job details
Job type full-time number of hires for this role 1
Qualifications
Accounting: 5 years (required)
Human resources: 5 years (required)
Bachelor`s (preferred)
Full job description
Finance & human resource administrator
At leading retirement solutions (lrs) our goal is to empower all businesses with the economic independence required to help their employees save for a secure retirementIn order to deliver on this goal, lrs team members uphold their commitment to superior customer service, have a consistent track record of exceeding expectations, and always show their attention to detail by continually advancing their education of our unique industryWith their solutions-oriented mindset and ability to thrive both independently and as part of a team, lrs is able to leverage our strengths and promote innovation throughout our industryIf this aligns with your values, and you possess the skill set to thrive in a fast paced and often changing work environment, we would love for you to join our organization of experts!
We implement 401(k)s, 403(b)s, defined benefit plans, sep & simple iras, robs, esops, church plans, and even plans for cannabis companiesThrough our open architecture recordkeeping services, we provide investment advisors, managers, plan sponsors and participants access to traditional and nontraditional investments.
Department responsibilities
The finance & human resource pathway consists of team members who are responsible for the management and improvement of the operations by measuring and reporting regularly on key numbers crucial to the success of the organizationTeam members work with managers to prepare the organization’s budgets and forecasts, and to report back on the progress against these throughout the yearTeam members research, analyze and implement information that is used to plan staffing levels, asset purchases and expansions and cash needs, before they become necessaryThe team provides pertinent information to assist managers in making key strategic decisions, team members handle many necessary functions of the companyTeam members are instrumental in providing labor law compliance, record keeping, hiring and training, compensation, relational assistance and help with handling specific performance issues.
Role responsibilities
Support and coordinate with a team responsible for servicing a book of company sponsored retirement plans.
Maintain high levels of customer satisfaction through timely and accurate processing of client inquiries, invoicing/billing, accounting, and payments.
Communicate (both in verbal and written form) with clients, vendors, and banking contacts.
Support human resources and finance administration.
Compile data for analysis, billings, and reports using spreadsheets and other reporting software/applications.
Maintain working knowledge of general office practices.
Establish and maintain effective service focused relationships with co-workers, referral partners and clients.
Provide administrative support regarding company retirement plan, wellness programs, volunteering and other benefits and employee related programs.
Supports other departments to fulfill reporting and compliance requirements.
Create financial transactions and financial reports, posting information to accounting journals or accounting software from such source documents as invoices to customers, cash receipts, and supplier invoices.
Responsible for accounts receivable and accounts payable and maintaining ledgers.
Responsible for driving accounts receivable call campaigns to increase client collection of payments,
Compile metrics for reporting, tracking, and team presentations.
Provide support in the research and development of the finance and human resources department in pursuit of company goals.
Provide support for company events, company goals and other initiatives surrounding company culture and company mission and values.
Responsible for driving the processes of applicant tracking.
Responsible for driving processes for new team member onboarding.
Responsible for driving processes for team member exiting.
Responsible for once weekly in office presence to process incoming mail and any outgoing materials for company.
Qualifications
Bachelor’s degree or minimum of 5 years related experience is preferred.
Experience in retirement plan, investment or banking industries is preferred.
Superb communication skills and a commitment to superior customer service.
Excellent attention to detail and accuracy, proficient with numbers and basic calculations.
Solutions oriented and ability to handle changing and competing responsibilities.
Strong command of technology including quickbooks, and ability to learn new software solutions easily and quickly.
Proficiency is required with excel, word, outlook, adobe acrobat
Works well with a team, including other team members who work remotely/virtually.
Creative participation and forward-looking contribution to team activities and company progress.
A demonstrated record of accomplishment of consistently meeting and/or exceeding performance expectations.
Possesses a preference for proactivity, avoids workplace distractions, and drives performance targets to completion.
Thrives in a fast-paced environment.
Possesses strong innate ability to switch gears between finance and human resource tasks as needed
We offer benefits
Medical benefits including medical, dental, vision and accident after 60 days of employmentPaid time off (pto) and paid holiday’s after 90 days of employmentA company sponsored 401(k) plan + company matching contributions, performance bonuses, financial support for ongoing education and credentialing and a great, casual working environmentWe are a growing company providing each of our team members the opportunity to be a part of our company`s success.
Job type: full-time
Benefits:
401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance
Schedule:
8 hour shift
Monday to friday
Supplemental pay:
Bonus pay
Education:
Bachelor`s (preferred)
Experience:
Accounting: 5 years (required)
Human resources: 5 years (required)
Work location:
Fully remote
Work remotely:
Yes
Work location: remote
