Plan Analyst

The MandMarblestone Group llc is a progressive, team-oriented consulting firm, conveniently located in Philadelphia at the Cira Centre (attached to 30th Street Station). Our expertise is in the design and administration of sophisticated, flexible 401(k) and DB plans for closely-held businesses. We are unique in our industry and have a growing client base that reflects our experience and commitment to high quality client service.

We are seeking a motivated individual to join our Plan Analyst and Account Distributions team. Successful candidate will work with our existing team of retirement plan administrators, consultants, client service representatives and attorneys in providing our clients with superior plan services and administration of their employee retirement plans.

We are committed to providing a work environment that allows employees to grow and meet their professional goals, while achieving a sense of balance and having fun doing so.

Essential Functions

Facilitate the reconciliation of trust accounts for our retirement plans

Prepare plan level financial statements

Interim Review and updating of records

Accounting for Participant Loans

Contacting clients and financial institutions for necessary informatio

Coordination of workflow with assigned service team members

Competency Requirements

Strong organizational skills and acute attention to detail

Superior verbal and written communication skills

Strong technical and PC skills (proficient in Lotus, Excel, Word, etc.)

Ability to learn new software needed to carry out responsibilities of position

Ability to meet deadlines

Able to adapt to changing priorities

Able to work as part of a team

Initiative

Commitment to continuous improvement

We offer a casual, open work environment, competitive compensation and benefits, support for continued education, and a discretionary performance bonus program. We are a growing organization offering a defined career path and significant opportunities for the right individuals. Compensation will be determined based on experience.

For more information about our firm, see our website: www.mand.com

Interested candidates should e-mail their resumes and salary history to careers@mand.com with Plan Analyst in the subject line.