Employer Services Administrator (Retirement Plan Administrator)

Saturna Trust Company is seeking an Employer Services Administrator (Retirement Plan Administrator) with hands-on expertise in ERISA-governed 401(k) and employer-sponsored retirement plans. This position, located in Henderson, NV, will assist in the routine daily operations that accompany these types of accounts and be a key resource for accurate record keeping, compliance testing, and regulatory reporting. The successful candidate will be a self-starter who is team-oriented, detail-oriented and has great customer services skills and will ensure that our client's plans are managed precisely and in accordance with evolving laws. Applicants must be able to problem solve and work independently. Prior experience supporting qualified retirement plans, finance, and familiarity with ERISA is preferred. 

Location: Henderson, NV 

Hiring wage range: $25.08-$35.44 per hour 

Hiring rate will depend on qualifications and experience 

Primary duties include: 

• Record keeping and plan administration for existing clients.
• Document generation and maintenance.
• Assist with processing transactions originating from 401(k) employer payroll contributions.
• Process account maintenance forms and transactions originating from participant exchanges, distributions, and loan requests.
• Reconciliation of 401(k) account balances.
• Assist department with IRS and Department of Labor tax reporting.
• Provide sales and customer service support to current and prospective clients.
• Provide assistance to other departmental staff as needed.  
• Provide ongoing maintenance and customer support for personal trust accounts including answering customer service calls, cutting checks from accounts, supporting clients with ongoing support per the direction of each trust document

Position Requirements:  

• Associates or Bachelor’s Degree in finance, business administration, or related field; or equivalent combination of education and experience
• At least one year of experience working with 401(k) plans and be familiar with any 401(k) Administration software
• Prior experience with ERISA plans allowing immediate support of 401(k) plans
• Prior HSA experience, or willingness to learn HSA regulations within 6 months, allowing support of HSA plans at the end of six months of employment
• Familiarity or prior experience with Trust administration is a plus.
• Must have access to reliable internet connection when working outside of the office
• Computer proficiency – experience with Apple products is a plus, ability to master employer plan record keeping systems within 3 months is required
• Excellent verbal communication, active listening, and interpersonal skills; excellent accuracy and attention to detail
• Demonstrate ability to work collaboratively and communicate effectively
• Desire to obtain FINRA SIE, 7 and 63/66 within 9 months of employment 
• Ability to obtain ASPPA Retirement Plan Fundamentals Certificate, or equivalent industry certification
• Candidates must successfully complete pre-employment requirements such as a logic test, background and credit check, drug screening and reference check. 

Our Employee Benefits package includes: 

• Medical coverage; High-deductible plan offers full family coverage at no cost to employee. PPO plan is covered 100% for employees
• Health Savings Account, Employee Assistance Program, regular Wellness activities
• 401k with generous match
• Paid Personal and Vacation time
• Profit sharing and annual performance bonuses
• 10 paid holidays (per NYSE holiday schedule)
• Paid parental and bereavement leaves
• Childcare/tuition assistance
• Adult continuing education and professional development assistance
• Home-buyer assistance program

Founded in 1989, Saturna Capital is an Investment Advisor to thirteen mutual funds and a variety of private clients and pooled investment funds. With an emphasis on sustainability and employee wellness, we strive to be a best place to work. 

We are an Equal Opportunity Employer and a Drug-free Workplace. 

We provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.