Software support jobs in Port Chester, NY - Page 5Create job alerts

Job Description ABOUT OUR CLIENT: MP's client is a leading provider of retirement plan and fiduciary outsourcing solutions nationwide. As one of America's oldest independent fiduciaries, they deliver retirement plans that run with less risk, greater efficiencies and improved outcomes. With an 80-year legacy of fiduciary expertise and oversight unmatched in the industry today, they partner with firms at the advisor, sponsor and enterprise level to bring maximum flexibility to every opportunity, offering a comprehensive array of retirement plan solutions, plan consulting, TPA services and fiduciary support. WHO YOU ARE: One that works with a high level of confidentiality and the ability to work as part of a team, while independently managing accounts with minimally required supervision. Excellent communication skills and full understanding of the importance of customer service is a must. WHAT YOU WILL DO: Administrator provides support and works directly with an assigned Team to support Account Managers in retirement plan compliance work. This position requires excellent analytical abilities, attention to detail, accuracy and problem-solving ability. KEY ACCOUNTABILITIES: • Request, track and monitor year-end data from clients, • Review year-end data submitted & addressing issues with the information with client, • Request missing year-end data (substantial client interaction involved), • Import census and contribution information into compliance testing system, • Run eligibility transactions into compliance testing system, interacting with clients to resolve issues, • Download various investment information from vendor websites, • Upload financial information into compliance testing system, • Allocate plan contributions; gain/loss; transfers and loan repayments, • Reconcile contributions by employer with contributions deposited at vendor, • Prepare Form 5500SF independently, • Preparing Form 8955-SSA, • Invite client / 3(16) Administrator to electronically sign 5500, • Prepare vesting uploads for various vendors and uploads to their site, • Bachelor's degree OR 2 years of Retirement and/or Benefits experience, • Minimum 2 years in administration or similar role in retirement administration, • Experience working in Excel and other Microsoft applications/software, • Excellent math skills, • Experience with Relius, • Experience with Salesforce, • $55k - $60k annually, • Medical, Dental, Vision, and more!, • Remote

Job Description ROLE SUMMARY: The Staff Accountant handles basic accounting tasks. This involves recording transactions, reconciling accounts, and ensuring the accuracy of financial data. The Staff Accountant assists in the preparation of financial statements, manages the Accounts payable and provides Accounts Receivable support. The Staff Accountant primary job is to correctly input transactions into the accounting system and is responsible for the timely and accurate processing of supplier payments ensuring approval processes are appropriately followed. This role requires basic accounting knowledge and understanding, must be thorough and have great attention to detail. This position reports to the Senior Accountant. ROLE RESPONSIBILITIES: • Processing invoices, payments and collections, • Record transactions into the accounting system and ensure accuracy, • File paper and digital copies of supplier documents associated with payables transactions, • Collect and enter required information for new suppliers, • Secure appropriate approvals for all invoices and resolve disputes between internal staff and external parties, • Serve as suppliers’ point of contact for payment inquiries and disputes, • Reconcile suppliers’ statements, • Prioritize invoices to make sure supplier discounts are taken when available, • Perform miscellaneous clerical and administrative tasks as needed for Senior Accountant and Management, • Fill in for other AP and accounting personnel during vacations and time off, • 2+ years of accounts payable experience, • Proficient in Microsoft Office Suite; strong Excel and general computer skills, • Strong communication and interpersonal skills, • Must be a team player who is detailed and process oriented with the ability to multi-task, • Knowledge working with Yardi accounting software a plus