Careers

EXPERIENCED ADMINISTRATIVE ASSISTANT

We are currently seeking an experienced administrative assistant.  This position works in a team environment in an employee-friendly company with opportunity to learn the employee benefits industry and possibility for advancement.  

Job Responsibilities:

  •          Word processing letters, reports, form design, etc
  •          Copying letters, reports, forms, plan documents, statements, etc
  •          Binding reports
  •          Data entry on various software
  •          Handling and directing calls for Client Managers
  •          Process distributions and loan requests
  •          Initiate and process data requests
  •          Contribution splits
  •          Other projects as needed, and as experience permits 

Job Requirements:

  •          Advanced knowledge of  Excel, Word and Power Point
  •          Efficient and dependable
  •          Ability to handle multiple tasks
  •          Detail-oriented
  •          Organized
  •          Good language skills
  •          Sense of ownership and responsibility
  •          Willingness to learn new things

 Swerdlin & Company provides an employee-friendly environment and offers an excellent benefits package including medical, 401(k), and training program with a competitive salary.  Please submit your resume AND salary requirements to resumes@swerdlin.net

ESOP Administrator

Swerdlin & Company's ESOP administration practice is growing!  We have locations in Atlanta, GA and Holliston, Massachusetts.  You may work from either of our two locations. Remote will be considered.

We are looking for an energetic, experienced administrator for our ESOP team. The perfect candidate must have a strong background in 401(k) plan administration and/or ESOP administration. ESOP training is available for the right candidate.

Required background and skills:

  •          At least five years of experience with ESOPs/401(k) plans
  •          Strong computer skills, including Microsoft Office (Excel, Outlook, and Word)
  •          Experience with Relius is a plus

We provide:

  •          Competitive benefits and compensation package
  •          Casual dress
  •          401(k) plan
  •          Health insurance
  •          Team environment
  •          Continuous training, courses and certification programs offered
  •          Swerdlin & Company is growing, and we invite you to come grow with us!

Swerdlin & Company provides an employee-friendly environment and offers an excellent benefits package including medical, 401(k), and training program with a competitive salary.  Please submit your resume AND salary requirements to resumes@swerdlin.net

Learn more about Swerdlin

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Why Swerdlin?

Although we have clients nationwide, we're still a family company at heart. 

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Our Services

Swerdlin provides services for all types of retirement and cafeteria plans to clients nationwide. Learn how we can help you!

Featured page thumbnail

Resources

Click here for our collection of forms, calculators, useful links, and frequently asked questions.

Featured page thumbnail

Our Values

Balance. Integrity. Relationships. Development. 

Why Swerdlin?

Although we have clients nationwide, we're still a family company at heart. 

Our Services

Swerdlin provides services for all types of retirement and cafeteria plans to clients nationwide. Learn how we can help you!

Resources

Click here for our collection of forms, calculators, useful links, and frequently asked questions.

Our Values

Balance. Integrity. Relationships. Development.