Life Insurance Senior Accountant at Phoenix Group driving accurate ledger reporting and overseeing customer interactions. Collaborating for improvements and leading a team in the Accounting Operations Centre.
About the role
- Associate II in Retirement Benefits Administration managing 401(k) and pension plans for the company. Ensuring compliance, maintaining records, and coordinating with vendors and stakeholders in the accounting department.
Responsibilities
- Manages the day-to-day operations of the company’s 401(k) and Pension Plans
- Ensures compliance with federal regulations
- Maintains plan records and supports related accounting activities
- Requires coordination with various stakeholders and vendors to deliver seamless retirement benefits administration
- Identifying process improvements and enhancing team and customer experience are key objectives
Requirements
- Minimum 5 years of experience in retirement plan administration (401k & Pension) is preferred
- Associate’s or bachelor’s degree from an accredited institution required; specialized training in accounting or business may substitute for experience
- Experience with acquisitions and process improvement initiatives highly valued
- Proficient with Microsoft Office and SAP accounting software
- In-depth knowledge of retirement plan regulations
- Experience with Ultimate Software, Fidelity Plan Sponsor Webstation, and pension administration software is a plus
- Strong analytical skills, including advanced Excel (VLOOKUP, comparisons, formulas), balancing and reconciling accounts, and general ledger experience
- Demonstrated ability to work independently in a fast-paced environment, prioritize tasks, and maintain confidential information
- Ability to work under pressure and within time constraints
- Excellent organizational skills and attention to detail
- Accurate typing and data entry skills
- Strong customer service orientation with flexibility to adapt to team needs
- Excellent oral and written communication; strong report extraction and PC skills
- Frequent interaction with managers, employees, and vendors regarding plan issues and resolutions
Benefits
- Comprehensive health, dental and vision insurance
- Mental health benefits and employee assistance program
- Paid time off, paid parental leave, short-term disability, and cultural observance day
- Contributions to healthcare accounts
- Pension plan
- 401(k) plan with Company matching
- ProHealth Rewards platform to improve wellbeing while earning cash rewards
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Vice President of Accounting managing fund administration activities for venture capital clients. Leading client engagements and building digital - forward solutions in a startup environment.
AP Accounting Administrator ensuring timely and accurate processing of supplier invoices at UPS. Communicating in Italian and English, supporting end - to - end AP activities.
SF
Vice President of Accounting overseeing fund administration for venture capital at Fidelity. Leading digital - forward solutions and client engagement while building repeatable processes.
Refinery Accounting Analyst at HF Sinclair responsible for accounting duties and financial analysis. Maintains daily refinery yields and prepares month - end close.
Senior Accounting Technician overseeing daily operations of Accounts Payable at Miami University. Conducting complex administrative tasks and ensuring compliance with standards and policies.
Interim Associate Specialist in AP Accounting responsible for invoice coding and month end close activities for PANDORA in Warsaw. Collaborating with teams to ensure financial processes run smoothly.
Accountant Analyst managing financial statements at Teltonika in São Paulo. Focused on compliance, reporting, and collaboration with global stakeholders in the financial sector.
Accounting Manager leading financial operations, managing project - based P&L and client billing in a growing software studio. Overseeing financial infrastructure, reporting, and compliance tasks.
Senior Manager leading global revenue accounting and accounts receivable operations at SugarCRM. Overseeing revenue recognition, billing, collections, and managing a remote team.