401(K) and Payroll Administration

401(k) and Payroll Administration

Are you looking for a career in a fast-paced, dynamic environment where your ideas are valued and can really make a difference? Can you assist clients in a professional and friendly manner? Are you a quick learner who prefers multi-tasking? Do you want to work as part of a team and possess great attention to detail? If so, please read on.

PAi provides the financial services industry with retirement plan and payroll administration solutions tailored for small business. Servicing over 6,500 plans with $3 billion in assets under administration and supporting over 450,000 participants, PAi provides its services to over 2,500 financial advisors and financial institutions nationwide. PAi has been successfully servicing the small business industry for over 20 years by making strategic and effective investments in people, technology and processes.

Due to substantial growth, we are seeking additional team members for our Service Teams to work with clients on the payroll and 401(k) setup and ongoing process. Successful team members will be self starters, great team players, and good communicators. Your duties will primarily include working with clients via phone and email to either help them complete the 401(k) and payroll setup process or to assist them with ongoing questions or support. Specific job functions in the setup process include analyzing and acting upon proposals or plan documents, initial 401(k) and payroll system setup, keeping clients on schedule throughout the implementation process, and teaching clients how to operate their plan or payroll service by using our innovative web site. Specific job functions in the ongoing process include assisting employees, employers, and outside sales representatives with day-to-day questions and performing cyclical 401(k) and payroll administrative functions such as annual testing, allocations, and 5500 preparation.

The Service Teams have openings for various levels of experience from entry-level to skilled retirement plan or payroll professionals. Experience in customer service, financial services, employee benefits, or payroll is a plus.

PAi offers a full benefits package and is located on the Fox River trail in De Pere, WI. To see all job openings please go to www.pai.com and click the employment link.

If this opportunity sounds like a match for you we would like to hear from you. Please email your résumé and cover letter to [Click here for email] for immediate consideration.
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