Entry Level Associate for Spectrum Pension Consultants

Hire With Ease - Tacoma, WA

Spectrum Pension Consultants was founded for the sole purpose of providing consulting, administration, and compliance services to qualified retirement plan sponsors. We excel at what we do, truly value our clients, and continuously work to improve on our best. We are looking for team members that enjoy learning and want to build a career with a company that cares as much about its employees as it does its customers.

The Entry Level Associate is responsible for a wide range of duties and has the opportunity to learn the financial services industry from the ground up. In this supportive role, you will be accountable for reviewing financial documents, tracking highly detailed information, researching anomalies in data & records, and other entry-level consultant & accounting functions. Additionally, this role works closely with our clients and participants to provide supportive services. Having a client centric nature, excellent communication skills, and the ability to work with a variety of personality types are all valuable to this role. This position is more than just working with numbers and answering client emails/calls, it is about helping people build a meaningful future. If you are looking for an opportunity to be part of a collaborative team that truly cares about making a difference for others, please apply to be part of our growing company.

Essential Duties & Responsibilities:

The entry level associate will support our Consultants on retirement plan accounting functions, including, but not limited to:

  • processing client and participant requests;
  • reviewing financial documents;
  • tracking and verifying deposits;
  • preparing financial statements;
  • transaction processing;
  • researching data anomalies;
  • reconciling financial information from different sources

Desired Experience & Skills Include, but are not limited to:

  • Excellent Communication Skills, both written and verbal
  • Client Centric
  • A working knowledge of general business practice, including business organizations and structures, industry sectors, accounting, and business entity types is essential.
  • Systems-oriented
  • Flexible and Adaptable Attitude, able to deal with a rapidly changing environment and duties
  • Strong working knowledge of MS Office applications, including advanced proficiency Excel
  • Excellent attention to details
  • Organized
  • Strong Problem-Solving Skills
  • Self-Motivated and Reliable
  • Customer or Client Services experience required
  • Familiarity with FIS Relius, Crystal Reports, and Oracle Database is preferred
  • A bachelor’s degree in business, accounting, finance, mathematics, information management, other related fields, or other equivalent experience required.

Hours & Compensation:

  • Full time, Monday - Friday 8am - 5pm, $42,000 - $48,000 salary DOE, generous paid time off, 401k with Employer Match, Life, Medical, Vision Insurances.
  • Work Remote during Covid-19 restrictions, but will be returning to in-person office spaces in Tacoma, WA is anticipated in May 2021 (will depend on safety guidelines).

TO APPLY: Please complete the linked application and submit your resume. Only applicants through this portal will be considered, please do not contact Spectrum directly.


More about our company:

Incorporated in 1978, Spectrum Pension Consultants, Inc. (Spectrum) is a B2B consulting firm, which specializes in delivering benefit plan administration and outsourcing, business solutions, and management consulting services to employer organizations.

As Tacoma, Washington's oldest pension consulting firm, Spectrum has worked for thousands of employer organizations over the years. Spectrum is one of the largest independent service providers of 401(k) plans in the Pacific Northwest, and the only daily valuation independent recordkeeper in Tacoma, Washington. While our firm's roots are in the Puget Sound Region, Spectrum's diverse Client roster today extends across the country.

Spectrum's benefit plan outsourcing services include ERISA and Non-ERISA plans arrangements, of both defined contribution and defined benefit plan types. Benefit plan outsourcing services are delivered to clients under a fee-based open architecture platform, which is free of proprietary investment requirements. As ERISA plan experts, we help employers meet their fiduciary obligations through our ongoing consultative process and advanced reporting. In addition, we work directly with independent investment advisors, most of whom will engage with employers as plan fiduciaries.

Spectrum's consulting services are project-oriented and scoped to each client’s unique objectives. Consulting focus areas include benefit plan design, compensation and rewards management, merger and acquisition support, process analysis, skills assessments and behavioral inclinations, strategy development, and technology solutions.


Posted On: Monday, April 19, 2021
Compensation: $43,000 - $48,000.00

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