First Year Associate - Financial Services

Hire With Ease - Tacoma, WA

You spend most of your waking hours at work, shouldn’t where you work be a place you enjoy being, where you feel supported and are given the tools & environment to flourish in a lasting career? 

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 building their career. We offer a learning environment where you collaborate with your team and enjoy the flexibility and create a culture for a well suited work/life balance. People enjoy working here, we are proud of our employee retention rate. We are looking for individuals who want to come to work everyday, always doing something new, prepared to learn, and continue professional development.  

The First Year Associate role is the perfect place to get your foot in the door with a great company that will nurture the best in you and allow you to grow in the direction you want to go. In this role you will work hard, but learn a lot too. The day to day will be to handle a wide variety of tasks, giving you a taste of all various areas of expertise you could grow into as you build your future in the financial service industry.


Essential Duties & Responsibilities:

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

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

 Desired Experience & Skills Include, but not limited to:

  • A working knowledge of general business practice, including business organizations and structures, industry sectors, accounting, and business entity types is essential.
  • Systems-oriented
  • Excellent Communication Skills, both written and verbal
  • 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 or other related fields is required.

Hours & Compensation:

Full time, Monday - Friday 8am - 5pm, $42,000 salary, generous paid time off, 401k with Employer Match, Dental, Life, Medical, Vision Insurances.

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: Friday, May 10, 2019
Compensation: $42,000.00

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