Job Summary This position specializes in the compliance, administration, and recordkeeping of ESOP/KSOP retirement plans. Primary responsibilities are to perform ESOP/401k compliance testing, oversee/complete recordkeeping tasks in our Relius software, and communicate...
Job Summary: This position specializes in the compliance of ERISA qualified retirement plans. Primary responsibilities are to assist with plan compliance and quality control. Duties/Responsibilities: Ability to perform or quality review nondiscrimination testing and...
Job Summary The Distribution Specialist is responsible for reviewing, interpreting, and processing requests for clients including numerous types of distributions. The Distribution Specialist is also responsible for managing timing expectations for all transactions as...
The Staff Accountant with American Trust is responsible for depositing checks and maintaining a check log, recording bank activity daily, ad hoc invoicing, accurately collecting and applying accounts receivable, expense and accrual review, preparation closing entries...
Firm Now Services More Than $55 Billion in Client Assets, On Pace for Third Consecutive Year of Record Growth PITTSBURGH, Aug. 13, 2024 — NewEdge Capital Group, LLC, a leading and rapidly growing wealth management firm supporting successful financial advisors...
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