Top 2982 document processing Jobs in new york, 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
8d
Paralegal - Tenant/Landlord
Real Estate Owner/Developer/Operator —New York, NY
- $60,000 - $70,000 a year
- Full-time
- Spanish
- Microsoft Outlook
- Computer literacy
- Health insurance
- Dental insurance
Quick Apply
8d
Entry Writer
Translink Shipping Inc. —Great Neck, NY
- $45,000 - $85,000 a year
- 8 hour shift
- Customer service
- Writing skills
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
DreamIT ESL, Inc. is Hiring! Admissions, Sales, Accounting and ESL Instructor Positions Open!
ICN Group (NYC) —New York, NY
- $50,000 - $100,000 a year
- Multiple hires
- School experience
- Google Workspace
- Office
- Opportunities for advancement
- Flexible schedule
Quick Apply
Leasing & Compliance Specialist (LIHTC)
Locust Cove Management —New York, NY
- $60,000 - $80,000 a year
- Full-time
- Mid-level
- Office
- Microsoft Office
Quick Apply
Administrative Assistant
Marriott International, Inc —New York, NY
- $39.33 - $40.33 an hour
- Full-time
- Word processing
- Typing
- Entry level
Administrative Assistant
SILVERCREST ASSET MANAGEMENT GROUP —New York, NY
- $70,000 - $80,000 a year
- Email
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Office
Quick Apply
Payroll Associate - Time and Attendance
Memorial Sloan Kettering Cancer Center —New York, NY
- $62,600 - $97,100 a year
- Online Application
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Payroll Analyst
Whatnot —New York, NY
- $95,000 - $105,000 a year
- Full-time
- Remote
- 5 years
- Mid-level
- Paid parental leave
- Health insurance
Call Center Representative
DEPARTMENT OF FINANCE —Manhattan, NY
- $60,387 - $65,121 a year
- Full-time
- Mid-level
- High school diploma or GED
- US work authorization
- Work from home
- Loan forgiveness
Mailroom Supervisor
The Millennium Group —New York, NY
- $80,000 - $90,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Quick Apply
Receptionist
New York Southern Probation Office —New York, NY
- $47,546 - $77,343 a year
- Email
- Spanish
- Word processing
- Writing skills
- Paid holidays
- Health insurance
Administrative Assistant
Columbia University —New York, NY
- $60,874 a year
- Full-time
- Word processing
- Computer literacy
- Mid-level
Academic Department Assistant
Barnard College —New York, NY
- $34.81 an hour
- Full-time
- Word processing
- Mid-level
- Office
6h
Administrative Services Coordinator, OLS
DEPARTMENT OF TRANSPORTATION —Manhattan, NY
- $68,209 - $100,958 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- High school
- Work from home
- Loan forgiveness
Hospital Care Investigator
NYC Health + Hospitals —New York, NY
- $55,437 a year
- Online Application
- Hospital
- Mid-level
- Office
- Commuter assistance
- Paid holidays
DIGITAL FORENSIC EXAMINER
Federal Bureau of Investigation —New York, NY
- $52,727 - $82,938 a year
- Full-time
- Computer Science
- Customer service
- Writing skills
14d
Licensed Mental Health Professional - (CTI)
Interborough Developmental and Consultation Center —Brooklyn, NY
- $75,000 a year
- Full-time
- Word processing
- Mid-level
- Master's degree
- Profit sharing
- Loan repayment program
Quick Apply
DIRECTOR OF QUALITY
C2Q Health Solutions —Uniondale, NY
- $125,000 - $150,000 a year
- Full-time
- Nursing
- Ability to walk for extended periods
- Word processing
Theatre Lighting Technical Support Specialist
City Theatrical, Inc. —Carlstadt, NJ
- $50,000 - $60,000 a year
- Full-time
- Background check
- US work authorization
- Fair chance
- Health insurance
- Dental insurance
Quick Apply
8d

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document processing jobs near new york, ny

401(k) Specialist

Midas Wealth
New York, NY

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Job Details

Full-time
$70,000 - $100,000 a year
8 days ago

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

document processing jobs in new york, ny

401(k) Specialist

Paralegal - Tenant/Landlord

Entry Writer

DreamIT ESL, Inc. is Hiring! Admissions, Sales, Accounting and ESL Instructor Positions Open!

Leasing & Compliance Specialist (LIHTC)

Administrative Assistant

Administrative Assistant

Payroll Associate - Time and Attendance

Payroll Analyst

Call Center Representative

Mailroom Supervisor

Receptionist

Administrative Assistant

Academic Department Assistant

Administrative Services Coordinator, OLS

Hospital Care Investigator

DIGITAL FORENSIC EXAMINER

Licensed Mental Health Professional - (CTI)

DIRECTOR OF QUALITY

Theatre Lighting Technical Support Specialist

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