Manage the day-to-day administration and compliance for a portfolio of 401(k) clients, serving as their primary point of contact. Responsibilities include handling contributions, loans, distributions, and preparing Form 5500 while ensuring regulatory compliance.
Benetrends Financial
2 Remote Job Openings at Benetrends Financial
The Sales Assistant provides administrative support to the sales team by managing leads, maintaining records, and handling customer communications. They also assist with trade show follow-up and perform data entry to track sales literature and services.
