Top 100 Investment Jobs in Lexington Ky

Senior Retirement Plan Account Manager (Hybrid or Remote)
McGregor & Associates, Inc. —Lexington, KY
- From $31 an hour
- Full-time
- Hybrid work
- Microsoft Outlook
- Basic math
- Mid-level
- Profit sharing
- Health savings account
9d
Support Advisor - Inspired Wealth Advisors
Thrivent —Lexington, KY
- $60,000 - $80,000 a year
- Full-time
- Research
- Mid-level
- Office
- Paid holidays
- Paid time off
Quick Apply
Director of Finance
Compassionate Care Plus —Richmond, KY
- $83,000 - $90,000 a year
- Full-time
- Hybrid work
- Writing skills
- Office
- Master's degree
- Health insurance
- Dental insurance
Quick Apply
1d
Financial Services Professional - Hybrid Remote (KY)
Bankers Life —Lexington, KY
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Wealth Management Trainee (KY)
Bankers Life —Lexington, KY
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Assistant Professor of Business Administration - Finance
Transylvania University —Lexington, KY
- Background check
- Finance
- University
Quick Apply
Personal Financial Counselor, Assignment Ready Counselor, PFC, KY
Magellan Health —Nicholasville, KY
- $58,440 - $93,500 a year
- Part-time
- Spanish
- English
- Mid-level
Project Cost Analyst
Leidos —Lexington, KY
- $65,650 - $118,675 a year
- Full-time
- Hybrid work
- Mid-level
- Analysis skills
- Fair chance
- Flexible schedule
Underwriter Analyst
CVS Health —Frankfort, KY
- $21.10 - $44.99 an hour
- Full-time
- Office
- Analysis skills
- Bachelor's degree
- Health insurance
- Dental insurance
2d
Research Finance Analyst
Baptist Health System KY & IN —Lexington, KY
- Full-time
- 5 years
- Office
- Finance
Assistant Professor of Agricultural Economics (Production Economist)
University of Kentucky —Lexington, KY
- Full-time
- Background check
- Classroom
- Management
Client Service Specialist
The Glenview Trust Company —Lexington, KY
- $70,000 a year
- Full-time
- 5 years
- Research
- Mid-level
Quick Apply
6d
Wealth Management Client Associate
Bank of America —Lexington, KY
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Central Investment Center - Registered Operations Specialist
Central Bank & Trust —Lexington, KY
- $72,109.25 - $90,136.56 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Wellness program
- AD&D insurance
Quick Apply
Financial Advisor - Kentucky (Career Changer / New to Industry)
WealthBridge Financial Group —Lexington, KY
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
5d
Financial Data Analyst (3895) ACCOUNTING CORPORATE OFFICE
Lexington Clinic —Lexington, KY
- Mid-level
- Office
- Finance
Quick Apply
Credit Administrator
Peoples Bank —Lexington, KY
- Full-time
- Mid-level
- Office
- 3 years
- Employee stock purchase plan
- Paid holidays
Elite Premium insurance Field Auditor
EXL Service —Lexington, KY
- Full-time
- Hybrid work
- Microsoft Outlook
- High school diploma or GED
- Analysis skills
- Paid holidays
- Disability insurance
2d
Director , Product Management - AI Claims Platform
CVS Health —Frankfort, KY
- $144,200 - $288,400 a year
- Full-time
- Computer Science
- 3 years
- Bachelor's degree
- Health insurance
- Dental insurance
Premium Insurance Field Auditor
EXL Service —Lexington, KY
- Full-time
- Hybrid work
- Microsoft Outlook
- No experience needed
- Office
- Paid training
- Paid parental leave
2d

I want to receive the latest job alert for investment in lexington ky

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

investment jobs near lexington ky

Senior Retirement Plan Account Manager (Hybrid or Remote)

McGregor & Associates, Inc. -
Lexington, KY

Apply Now

Job Details

Full-time
From $31 an hour
9 days ago

Benefits

Profit sharing
Health savings account
Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Flexible schedule
Life insurance
Paid sick time

Qualifications

Defined contribution retirement plans
Customer communication
Microsoft Outlook
Basic math
Database management
Attention to detail
Time management

Full Job Description

McGregor & Associates, Inc. has been providing administration and compliance services for employer sponsored benefit plans for 30 years. Our services span a range of benefits from Flexible Spending Accounts, Health Reimbursement Arrangements, Health Savings Accounts, COBRA, Affordable Care Act, ERISA, and Retirement Plan Administration. At McGregor we solve employer challenges through trusted relationships, benefits expertise and quality personalized service. Since benefits is our focus, we're also committed to providing our employees with a highly competitive benefits package.

Job Purpose:
With direction from the Retirement Department Manager, this position serves as a resource to retirement plan sponsors (employers) and financial advisors for compliance, nondiscrimination testing, plan design, and governmental reporting. This person is primarily responsible for the day-to-day administration of designated retirement plans and will utilize a high degree of attention to detail, technical proficiency, and customer service to ensure compliance with Retirement plan laws, regulations, and deadlines. This position may also work closely with Compliance Manager, Plan Administration Associate, Plan Administration 3(16) Specialists, and Plan Data Coordinators.

Responsibilities and duties include:

Provide timely, exceptional customer service, including problem solving and issue resolution;
Provide effective verbal and written communications in a clear, concise and informative manner;
Complete / review data entry of census information to ensure accuracy;
Verifying deferral/match deposits against client provided census information;
Complete trust accounting on the applicable quarterly, semi-annual, annual basis;
Calculate / allocate employer contributions when applicable (i.e. profit sharing and / or match);
Checking data entry of contribution splits to ensure accuracy;
Allocate expenses / earnings / losses on pooled and segregated accounts;
Importing downloads from investment providers as needed on daily valuation clients;
Completing annual compliance and nondiscrimination testing including communication of results to the plan sponsor and facilitating applicable corrections by the appropriate IRS deadlines;
Prepare account allocation / valuation report;
Ensuring participant vesting information is updated accurately each plan year;
Prepare, Deliver, and File applicable annual government filings such as Form 5500, 8955-SSA, and 5330;
Prepare Summary Annual Report (SAR);
Coordination of information with plan auditor (if applicable);
Review and verify accuracy of distribution forms prepared by Plan Administration Associate;
Coordinate and review 3(16) co-fiduciary services provided by Plan Administration 3(16) Specialist;
Ensure participant notices are accurately produced and delivered as designated in service agreements;
Routine annual plan design consulting with client;
Facilitate plan design changes requiring amendments to plan document with Compliance Manager;
Any other assigned tasks given by a Supervisor.

Qualifications:

Education – Bachelors Degree or equivalent experience preferred;
5 or more years ERISA experience in the retirement industry is required, 8+ preferred;
Strong Word, Excel, and Outlook skills;
Strong mathematical aptitude;
Attention to detail;
Strong time management skills;
Ability to multi-task;
Excellent problem solving and analytical skills;
Relationship builder;
Effective communication skills.

Employee Benefits:

Employer funded health insurance benefits
Group sponsored dental insurance
Employer paid vision insurance for employee, spouse & dependents
Employer paid life, short-term disability and long term disability insurance
Employer funded Health Savings Account (HSA)
Employer funded Health Reimbursement Arrangement (HRA)
Flexible spending account benefits
Up to 5 weeks vacation leave
Paid sick leave
Holiday pay
401(k) retirement plan benefits including matching employer contributions
Performance bonuses
Flex schedules
Office hours are Monday-Thursday 8am-5pm & Friday 8am-3pm.

You can also apply at mcgregoreba.bamboohr.com/careers or by visiting our website at www.mcgregoreba.com/careers.

Job Type: Full-time

Pay: From $31.00 per hour

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Flexible schedule
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Vision insurance

Work Location: Hybrid remote in Lexington, KY 40513

Apply Now

Refine Your Search

investment jobs in lexington ky

Senior Retirement Plan Account Manager (Hybrid or Remote)

Support Advisor - Inspired Wealth Advisors

Director of Finance

Financial Services Professional - Hybrid Remote (KY)

Wealth Management Trainee (KY)

Assistant Professor of Business Administration - Finance

Personal Financial Counselor, Assignment Ready Counselor, PFC, KY

Project Cost Analyst

Underwriter Analyst

Research Finance Analyst

Assistant Professor of Agricultural Economics (Production Economist)

Client Service Specialist

Wealth Management Client Associate

Central Investment Center - Registered Operations Specialist

Financial Advisor - Kentucky (Career Changer / New to Industry)

Financial Data Analyst (3895) ACCOUNTING CORPORATE OFFICE

Credit Administrator

Elite Premium insurance Field Auditor

Director , Product Management - AI Claims Platform

Premium Insurance Field Auditor

I want to receive the latest job alert for investment in lexington ky

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected