Top 948 Eligibility specialist Jobs in Bronx Ny

401(k) Specialist
Midas Wealth —New York, NY
- $70,000 - $100,000 a year
- Full-time
- Hybrid work
- Background check
- Data analysis skills
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Intake and Enrollment Specialist, Mandarin/Cantonese Speaking - Brooklyn
HAMASPIK CHOICE INC —Brooklyn, NY
- $23 - $29 an hour
- Full-time
- Mid-level
- 3 years
- High school diploma or GED
- Health insurance
- Dental insurance
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Clinical Assessment Specialist
WeCARE —New York, NY
- $72,000 - $78,000 a year
- Full-time
- Spanish
- Nursing
- RN License
- Commuter assistance
- Health savings account
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12d
Employment Specialist
Greater Mental Health of New York —White Plains, NY
- $23 an hour
- Weekends as needed
- Clean driving record
- Experience working with individuals with disabilities
- Computer literacy
- Paid holidays
- Health insurance
Quick Apply
11d
Benefit Specialist
TESO LIFE —Flushing, NY
- $28 an hour
- Full-time
- Microsoft Word
- HIPAA
- Mid-level
- Health insurance
- Dental insurance
12d
MEDICAID ELIGIBILITY VERIFICATION SPECIALIST
Agency HRA/DEPT OF SOCIAL SERVICES —Manhattan, NY
- $61,656 - $70,904 a year
- Full-time
- High school
- Data analysis skills
- Mid-level
- Loan forgiveness
- Food provided
Pre-Authorization Specialist
Weill Cornell Medicine —New York, NY
- $34.78 - $37.80 an hour
- Monday to Friday
- Mid-level
- Office
- High school diploma or GED
2d
Intake Specialist
Agency ADMIN FOR CHILDREN'S SVCS —Manhattan, NY
- $44,545 - $74,134 a year
- Full-time
- Mid-level
- Office
- 3 years
- Loan forgiveness
Financial Aid Specialist
The City University of New York (CUNY) —Queens, NY
- $70,815 - $82,663 a year
- Full-time
- Microsoft Excel
- Mid-level
- University
- Health insurance
- Paid time off
Provider Reimbursement Specialist - Fee Schedules
Fidelis Care —New York, NY
- $56,200 - $101,000 a year
- Full-time
- Remote
- Research
- Mid-level
- Analysis skills
- Paid holidays
- Health insurance
9d
Intake Specialist – Outreach Department
Interborough Developmental and Consultation Center —Brooklyn, NY
- $29 an hour
- 8 hour shift
- Spanish
- Sales
- Customer service
- Profit sharing
- Loan repayment program
Quick Apply
Recertification Specialist
Dolphin Property Services LLC —Bronx, NY
- $55,000 - $65,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Paid holidays
- Health insurance
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Regional Resources Development Specialist
Westchester Independent Living Center —White Plains, NY
- Email
- Experience working with individuals with disabilities
- Word processing
- Mid-level
- Health savings account
- Health insurance
Quick Apply
3d
Education Specialist
WHEDco —Bronx, NY
- $50,000 - $55,000 a year
- Mid-level
- Bachelor's degree
- Children
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9d
Intake and Enrollment Specialist (Licensed)
HAMASPIK CHOICE INC —Brooklyn, NY
- $22 - $28 an hour
- Full-time
- Mid-level
- 3 years
- High school diploma or GED
- Health insurance
- Dental insurance
Quick Apply
Intake Specialist (2+ Yrs Exp Req)
Abound NY —Brooklyn, NY
- $24 - $26 an hour
- Full-time
- Spanish
- Sales
- English
- Paid time off
Quick Apply
Surplus Lines Tax Filings Specialist
WAHVE —New York, NY
- $25 - $30 an hour
- Part-time
- Remote
- Research
- Senior level
- Commercial
- Health insurance
- 401(k)
11d
Payroll Specialist (Hospitality)
Beacon Hill Staffing Group —Manhattan, NY
- $25 - $28 an hour
- Full-time
- Mid-level
- Military encouraged
- Fair chance
- Dental insurance
- Vision insurance
Quick Apply
4d
LIHTC Compliance Specialist - Affordable Housing
Genuine Search Group —Manhattan, NY
- $65,000 - $70,000 a year
- Full-time
- Spanish
- 5 years
- Basic math
Quick Apply
11d
Marketplace Marketing and Promotions Specialist
Macy’s —New York, NY
- $67,560 - $112,440 a year
- Merchandising
- Mid-level
- Office
- Store discount
- Paid holidays
2d

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401(k) Specialist

Midas Wealth
New York, NY

Quick Apply

Job Details

Full-time
$70,000 - $100,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching
Professional development assistance

Qualifications

Defined contribution retirement plans
Record keeping
Series 6
Presentations for conferences or internal meetings
Data analysis skills
Bachelor's degree
Fiduciary duties
Financial product expertise
Industry knowledge of financial regulations
FINRA License
Business Administration
Technical Proficiency

Full Job Description

Job Overview:
The 401(k) Specialist serves as a subject matter expert in employer-sponsored retirement plan services, with a dual focus on investment management solutions and insurance products. This role is responsible for the full lifecycle of 401(k) plan administration — from onboarding and compliance monitoring to investment menu design and participant engagement. The ideal candidate combines deep technical knowledge of ERISA regulations with a client-first mindset and a passion for helping organizations and employees build long-term financial security.

Key Responsibilities:

Plan Administration

Manage end-to-end administration of 401(k) and related defined contribution plans, including plan setup, amendments, and annual reviews.
Oversee contribution processing, vesting calculations, loan administration, and required minimum distributions (RMDs).
Coordinate plan document updates and ensure alignment with current IRS and DOL regulations.
Prepare and review annual plan testing (ADP/ACP, top-heavy, coverage) and partner with TPAs and auditors to resolve discrepancies.

Investment Solutions

Evaluate and recommend investment menu options including mutual funds, collective investment trusts (CITs), target-date funds, and managed accounts.
Monitor fund performance, expense ratios, and benchmarking data; present findings to plan sponsors and investment committees.
Serve as a fiduciary resource, supporting plan sponsors in fulfilling their ERISA Section 404(c) obligations.
Collaborate with portfolio managers and fund companies to conduct due diligence and annual investment policy statement (IPS) reviews.

Insurance Solutions

Identify and position insurance products within retirement plans, including stable value funds, guaranteed income annuities, and group variable annuity wrappers.
Partner with insurance carriers to evaluate product suitability, crediting rate competitiveness, and contract terms for plan sponsors.
Support plan sponsors in implementing in-plan guaranteed lifetime income solutions as part of a comprehensive retirement readiness strategy.
Maintain current knowledge of regulatory changes impacting insurance products within qualified plans (e.g., SECURE 2.0 provisions).

Compliance and Regulatory Affairs

Monitor plan compliance with ERISA, IRS, and DOL requirements; coordinate corrective actions through VCP or EPCRS when needed.
Prepare and file Form 5500 series returns in partnership with plan auditors and TPAs.
Track legislative and regulatory developments affecting qualified plans and proactively advise clients on required amendments.

Client Relationship Management

Serve as the primary point of contact for a portfolio of plan sponsor clients, delivering proactive service and strategic guidance.
Conduct quarterly and annual plan reviews, presenting data on participation rates, deferral trends, and investment performance.
Develop and deliver participant education materials and enrollment campaigns to drive plan utilization and retirement readiness.
Collaborate with sales and relationship management teams on plan conversions, RFP responses, and new business opportunities.

Required Qualifications:

Bachelor’s degree in Finance, Business Administration, Economics, or a related field.
3–5+ years of experience in 401(k) plan administration, retirement plan consulting, or a related financial services role.
Strong working knowledge of ERISA, IRS qualification rules, DOL regulations, and plan testing requirements.
Demonstrated experience with investment analysis, fund evaluation, and fiduciary best practices.
Familiarity with insurance products used in qualified retirement plans, including stable value and annuity solutions.
Proficiency with retirement plan recordkeeping platforms (e.g., Empower, Fidelity, Voya, Principal, or similar).
Excellent communication and presentation skills with the ability to simplify complex topics for diverse audiences.

Preferred Qualifications:

FINRA Series 6 or 65 license (or willingness to obtain).
Experience with SECURE Act 2.0 implementation and in-plan retirement income products.
Prior experience in a TPA, recordkeeper, broker-dealer, or RIA environment.

Compensation & Benefits:
We offer a competitive compensation package commensurate with experience, including:

Base salary range: $70,000 – $100,000 annually (depending on experience and credentials)
Performance-based bonus eligibility
Comprehensive health, dental, and vision insurance
401(k) plan with company match
Paid professional development and licensing support
Generous PTO and flexible work arrangements

Equal Opportunity Employer:
We are an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or veteran status.

Pay: $70,000.00 - $100,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Professional development assistance
Vision insurance

Work Location: Hybrid remote in New York, NY 10004

Quick Apply

Refine Your Search

eligibility specialist jobs in bronx ny

401(k) Specialist

Intake and Enrollment Specialist, Mandarin/Cantonese Speaking - Brooklyn

Clinical Assessment Specialist

Employment Specialist

Benefit Specialist

MEDICAID ELIGIBILITY VERIFICATION SPECIALIST

Pre-Authorization Specialist

Intake Specialist

Financial Aid Specialist

Provider Reimbursement Specialist - Fee Schedules

Intake Specialist – Outreach Department

Recertification Specialist

Regional Resources Development Specialist

Education Specialist

Intake and Enrollment Specialist (Licensed)

Intake Specialist (2+ Yrs Exp Req)

Surplus Lines Tax Filings Specialist

Payroll Specialist (Hospitality)

LIHTC Compliance Specialist - Affordable Housing

Marketplace Marketing and Promotions Specialist

I want to receive the latest job alert for eligibility specialist in bronx ny

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