Job Description
CMC Pension Professionals is a growing, client-focused third-party pension administration firm in Glendale, CA. We provide clients with a superlative experience–from a correct and timely work product to personal attention that allows us to anticipate and respond to a clients’ needs. We want to add a pension professional to our long-tenured team. Will you be the pension professional to “wow” our clients with your knowledge, skills and abilities?
WE VALUE:
▪ Honesty and integrity.
▪ A focus on an unparalleled client experience.
▪ Personal accountability for a timely and accurate work product.
▪ A true team player.
▪ Initiative to recognize and act on opportunities to improve our client experience and/or work processes.
REQUIREMENTS:
▪ Three years, plus, of experience at a TPA firm performing the entire range of retirement plan administration tasks for all plan types.
▪ Hold a QKA or above (preferably) credential from ASPPA.
▪ Strong math skills. Must understand valuations, compliance testing, distribution and loan processing, related tax forms, as well as disclosure requirements and government regulations.
YOU WILL BE RESPONSIBLE FOR:
▪ All aspects of DB and DC plan administration, including, but not limited to:
• Preparing and checking valuations, as well as compliance testing.
• Year-end processing, including trust accounting, tax forms, disclosures and participant statements.
• Communicating clearly with clients, including timely data gathering, problem solving and consulting.
• Building solid relationships with clients.
ADDITIONAL PREFERRED SKILLS:
▪ Experience using ASC and Ft. William software.
▪ Degree in Business, Finance, Economics or a related field.
CMC is a team. We value each other’s skills, abilities and experience. We celebrate success, growth, and innovation. We share and learn from our errors. Our atmosphere is supportive and collegial.
We offer flexible work schedules, competitive salaries/bonuses, and an excellent benefits package.
To apply, please send an honest resume along with your cover letter detailing how you can add value to our team to: careers@cmcpenpro.com. No phone calls or walk-ins, please.