Recordkeeping Administrator (Columbus, OH or Toledo, OH)

Job Responsibilities
Working in the firm’s Recordkeeping & Administration Practice providing daily administration for client 401(k) plans. Responsibilities include:

Processing 401(k) recordkeeping functions/transactions with a high degree of accuracy and within
    established deadlines

Census updates and address changes

Processing morning, late day, and trustee system routines

Answering client and participant questions to routine transactions (live operator call center)

Reconciling daily cash for each plan

Learning technical rules for plans

Proactively communicating with senior administrators, trustees, and clients to resolve processing issues

Other duties as assigned including 5500’s, vesting updates and testing

Core Competencies:

Basic knowledge of finance and accounting principles

Proficient in use of Microsoft Word, Excel and Outlook and in use of required processing software/systems

Capable of multi-tasking and meeting deadlines with the highest degree of accuracy

Detail-oriented with strong organization and communication skills

Ability to work independently while also exhibiting a strong team approach to managing and developing

Education and Experience:

Previous client service required. College degree preferred.

To Apply
Submit your résumé and cover letter by email to: This email address is being protected from spambots. You need JavaScript enabled to view it. or online at

Print Position Description

Findley Davies | BPS&M is an independent benefits and human resources consulting firm that serves as a trusted business partner to our more than 1,800 clients nationwide. With offices in Cleveland, Columbus, and Toledo, OH; Nashville, TN, Chicago, IL, and Louisville, KY our over 200 consultants and administrators provide strategic counsel to help navigate the changing benefits landscape, successfully manage workforce issues and align their human resources strategy with their organizational objectives. We are looking for talent that is eager for a leadership opportunity that could be a path to ownership in a high growth organization.