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AureateAureate Group

401(k) Associate

Tampaonsitejunior

Posted 1w ago · via Workable

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About this role

The 401(k) Associate supports the firm's role as 3(38) Investment Manager and fiduciary partner to plan sponsor clients. This role owns day-to-day management of the investment menu, plan governance and compliance coordination, and client outreach, with a primary mandate of driving measurable growth in employee participation, deferral rates, and overall plan health across an assigned book of client plans. Duties and Responsibilities: Plan Management & Governance • Serve as the day-to-day point of contact for plan design, operational issues, and the plan's compliance calendar. • Prepare materials and minutes for plan committee / fiduciary meetings. • Coordinate compliance testing (ADP/ACP, top-heavy, 410(b)) with TPAs and recordkeepers.…

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What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

For this role: salesforce, hubspot, outreach

2

Level fit

This role is junior-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in Tampa. We weight your proximity and willingness to relocate.

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Skills in this role

Pulled from the job description. These are the keywords we'll weight when scoring your fit.

salesforcehubspotoutreach

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