Top 439 Account specialist Jobs in Georgetown, 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
10d
Business Development Manager- Asset Management
SupplyPoint —Kentucky
- From $75,000 a year
- Full-time
- Hybrid work
- 5 years
- Engineering
- Travel
- Mileage reimbursement
- Health insurance
Quick Apply
Sports Industry Territory Manager
Leading Edge Fundraising —Lexington, KY
- $40,000 - $130,000 a year
- Full-time
- School experience
- High school
- Sales
- Paid training
- Work from home
Quick Apply
Account Sales Representative - Janitorial & Food Service Products
Baumann Paper Company —Lexington, KY
- $40,000 - $100,000 a year
- Email
- Mid-level
- 3 years
- Driver's License
- Health savings account
- Health insurance
Quick Apply
3d
Outside Contractor Sales
Hayes Pipe Supply, Inc. —Lexington, KY
- Full-time
- Mid-level
- US work authorization
- Computer skills
- Health insurance
- Dental insurance
Quick Apply
4d
Kentucky Account Manager
Scott Industrial Systems —Kentucky
- From $70,000 a year
- Full-time
- Background check
- English
- Mid-level
- Health savings account
- Health insurance
Quick Apply
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
Licensed Account Manager
Longevity Health —Lexington, KY
- Full-time
- Clean driving record
- Skilled nursing facility
- Nursing home
Quick Apply
Account Manager Bilingual (English & Spanish)
PF staffing services —Nicholasville, KY
- From $20 an hour
- Full-time
- Spanish
- English
- Mid-level
- Paid time off
Quick Apply
2d
Landscape Account Manager
Klausing Group —Lexington, KY
- $50,360 - $80,670 a year
- Mid-level
- Business development
- Driver's License
Quick Apply
Account Executive
Longship —Lexington, KY
- $40,040 - $50,000 a year
- Full-time
- Office
- Bachelor's degree
- US work authorization
- Health savings account
- Paid holidays
Quick Apply
Sales Agent (Remote after 2=3 weeks onsite training)
Helpware —Lexington, KY
- $20 an hour
- Full-time
- Hybrid work
- Mid-level
- High school diploma or GED
- Business development
- Paid training
- Health insurance
Quick Apply
4d
Bilingual Outside Sales Representative (643)
ABC® Supply Co. Inc. —Lexington, KY
- Full-time
- Bilingual
- Residential
- Driver's License
- Paid holidays
- Disability insurance
13d
Field Reimbursement Manager
McKesson —Kentucky
- $76,300 - $127,100 a year
- Clean driving record
- Computer literacy
- Research
Senior Sales Executive (Job #33269)
InnoSource —Lexington, KY
- Full-time
- Hybrid work
- Background check
- 8 years
- Business development
- Paid holidays
- Health insurance
Quick Apply
Senior Mortgage Loan Officer-Home Lending Center ILC
PNC Financial Services Group —Frankfort, KY
- $37,440 - $45,157 a year
- Full-time
- Customer service
- Data analysis skills
- No degree
- Wellness program
- Health savings account
Outside Sales Representative
Hibu —Georgetown, KY
- Online Application
- Hybrid work
- Office
- Entry level
- Mileage reimbursement
Quick Apply
11d
Outside Sales Representative
Hibu —Lexington, KY
- Online Application
- Hybrid work
- Office
- Entry level
- Mileage reimbursement
Quick Apply
11d
Client Advocate I
CVS Health —Frankfort, KY
- $43,888 - $102,081 a year
- Full-time
- Microsoft Outlook
- Mid-level
- Administrative experience
- Health insurance
- Dental insurance
5d
Accounting Assistant for The Thoroughbred Center
Keeneland Association Inc —Lexington, KY
- $25 an hour
- Part-time
- Microsoft Outlook
- Mid-level
- Office

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account specialist jobs near georgetown, ky

Senior Retirement Plan Account Manager (Hybrid or Remote)

McGregor & Associates, Inc. -
Lexington, KY

Apply Now

Job Details

Full-time
From $31 an hour
10 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

account specialist jobs in georgetown, ky

Senior Retirement Plan Account Manager (Hybrid or Remote)

Business Development Manager- Asset Management

Sports Industry Territory Manager

Account Sales Representative - Janitorial & Food Service Products

Outside Contractor Sales

Kentucky Account Manager

Support Advisor - Inspired Wealth Advisors

Licensed Account Manager

Account Manager Bilingual (English & Spanish)

Landscape Account Manager

Account Executive

Sales Agent (Remote after 2=3 weeks onsite training)

Bilingual Outside Sales Representative (643)

Field Reimbursement Manager

Senior Sales Executive (Job #33269)

Senior Mortgage Loan Officer-Home Lending Center ILC

Outside Sales Representative

Outside Sales Representative

Client Advocate I

Accounting Assistant for The Thoroughbred Center

I want to receive the latest job alert for account specialist in georgetown, ky

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