• Retirement Services
  • Dubuque, IA, USA

401(k) Billing Associate

isolved is an employee experience leader, providing intuitive, people-first HCM technology. Our solutions are delivered directly or through our partner network to more than five million employees and 145,000 employers ' who use them every day to boost performance, increase productivity, and accelerate results while reducing risk. Our HCM platform, isolved People Cloud, seamlessly connects and manages the employee journey across talent management, HR & payroll, workforce management and engagement management functions. No matter the industry, we help high-growth organizations employ, enable and empower their workforce by transforming employee experience for a better today and a better tomorrow.

We're creating a strong and winning team grounded in a culture that embraces deep and on-going education, and with ample opportunity for career development and advancement. With a diverse Insurance business model that includes introducing new customers and partners, we're enabling our inbound lead follow-up and outbound intent prospecting teams with sophisticated tools, techniques, and leading-edge technology in order to succeed.

Primary Responsibilities

  • Process 401k fees via system deductions and invoices to clients
  • Process payments to advisors and 3(38) fund managers
  • Set up billing for new 401(k) clients and process final fees for terminating plans
  • Send past due notices to clients per A/R schedule
  • Maintain invoices and quarterly fee data via excel spreadsheets (including various calculations within)

Minimum Requirements

  • Must be highly proficient in Excel formulas; pivot tables; VLOOKUP, etc.
  • Excellent attention to detail
  • Highly motivated, reliable and able to work independently
  • Excellent communication skills, both verb al and written
  • Strong problem- solving skills
  • Exceptional organization abilities

Position: This is a full time position

isolved is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. isolved is a progressive and open-minded meritocracy. If you are smart and good at what you do, come as you are.

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities, but is merely the most accurate lists for the current job. Duties, responsibilities and activities may change, or new ones may be assigned at any time with or without notice.

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