Top 35 Financial assistance advisor Jobs in Versailles, 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
Locum Physician (MD/DO) - Oncology - Radiation in Kentucky
LocumJobsOnline —Kentucky
- Full-time
- Medicine
- Adults
- Clinic
3d
Student Financial Assistance Advisor
KY Higher Education Student Loan Corporation —Frankfort, KY
- $35,823 - $44,000 a year
- Full-time
- Word processing
- Mid-level
- Office
- Disability insurance
- Dental insurance
Quick Apply
People Services Manager
Georgetown Community Hospital —Versailles, KY
- Full-time
- Experience working with individuals with disabilities
- Word processing
- HIPAA
- Health insurance
- Dental insurance
Quick Apply
5d
Voya Financial Advisors Lexington
Voya Financial Advisors —Lexington, KY
- Full-time
- Mid-level
- 403(b)
Customer Service Advisor 1 - Bradford
WesBanco Bank, Inc. —Georgetown, KY
- Urgently hiring
- Microsoft Outlook
- Writing skills
- Mid-level
3d
Science & Medicine Advisor
American Heart Association —Lexington, KY
- $110,000 - $120,000 a year
- Full-time
- Medicine
- Office
- Doctor of Philosophy
- Wellness program
- Paid holidays
Case Manager I
SAFY —Lexington, KY
- $44,000 - $53,000 a year
- Weekends as needed
- Hybrid work
- Clean driving record
- Writing skills
- Mid-level
- Continuing education credits
- Mileage reimbursement
Quick Apply
9d
Regional Director of Operations (KY, IL, IN, MO)
Cedarhurst Senior Living —Lexington, KY
- Background check
- Microsoft Excel
- Microsoft Outlook
- Disability insurance
- Health insurance
Quick Apply
2d
Director of Tax
Valvoline Global Operations —Lexington, KY
- Hybrid work
- CPA
- Research
- Office
- Health savings account
- Paid holidays
Quick Apply
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
Director of Philanthropy
KET-Kentucky Educational Television —Lexington, KY
- Extended hours
- Sales
- Computer literacy
- Research
- Health insurance
- Paid time off
Outside Insurance Sales Advisor
The Assurance Group (TAG) —Lexington, KY
- $75,650 - $87,655 a year
- Full-time
- In-person
- Communication skills
- Entry level
- Disability insurance
- Health insurance
Quick Apply
13d
Pharmacist - Part-Time
Guardian Pharmacy of Kentucky —Lexington, KY
- $120,000 - $140,000 a year
- Part-time
- Customer service
- Mid-level
- Bachelor's degree
- Health savings account
- AD&D insurance
Quick Apply
2d
Consulting Sales Engineer
Ericsson —Lexington, KY
- 8 hour shift
- Remote
- Computer science
- Azure
- Computer Science
- Paid parental leave
- Health savings account
Cashier - Late Night Shift
Raising Cane's —Georgetown, KY
- $14 an hour
- Urgently hiring
- Serving
- No experience needed
- Ability to climb stairs
- Paid training
- Disability insurance
Quick Apply
Cook - Morning Shift
Raising Cane's —Lexington, KY
- $14 an hour
- Urgently hiring
- No experience needed
- Ability to climb stairs
- Ability to lift 50 pounds
- Paid training
- Disability insurance
Quick Apply
Customer Service Associate - Closing Shift
Raising Cane's —Lexington, KY
- $14 an hour
- Urgently hiring
- No experience needed
- Ability to climb stairs
- Ability to lift 50 pounds
- Paid training
- Disability insurance
Quick Apply
Customer Service Associate - Weekend Availability
Raising Cane's —Georgetown, KY
- $14 an hour
- Weekends as needed
- No experience needed
- Ability to climb stairs
- Ability to lift 50 pounds
- Paid training
- Disability insurance
Quick Apply
Project Executive – Healthcare and Commercial
KFI Engineers PC —Lexington, KY
- Full-time
- Construction site
- Supervising experience
- Quality control
- Health savings account
- AD&D insurance
Quick Apply
5d

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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

financial assistance advisor jobs in versailles, ky

Senior Retirement Plan Account Manager (Hybrid or Remote)

Locum Physician (MD/DO) - Oncology - Radiation in Kentucky

Student Financial Assistance Advisor

People Services Manager

Voya Financial Advisors Lexington

Customer Service Advisor 1 - Bradford

Science & Medicine Advisor

Case Manager I

Regional Director of Operations (KY, IL, IN, MO)

Director of Tax

Central Investment Center - Registered Operations Specialist

Director of Philanthropy

Outside Insurance Sales Advisor

Pharmacist - Part-Time

Consulting Sales Engineer

Cashier - Late Night Shift

Cook - Morning Shift

Customer Service Associate - Closing Shift

Customer Service Associate - Weekend Availability

Project Executive – Healthcare and Commercial

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