Payroll & Transaction Specialist

This position is posted by Jobgether on behalf of Nova 401(k) Associates. We are currently looking for a Payroll & Transaction Specialist in Houston, TX.

Join a fast-growing organization supporting retirement plan services nationwide in a collaborative and client-focused environment. In this role, you’ll manage essential payroll, transaction, and reconciliation tasks to ensure smooth day-to-day operations for a range of retirement plan accounts. You'll receive comprehensive training and support, making this an ideal opportunity for professionals seeking stability, growth, and a vibrant team culture. With a mix of administrative precision and client interaction, your contributions will have a direct impact on financial outcomes for clients across the U.S.

Accountabilities:

• Process payroll file submissions across various retirement plan record-keepers.
• Manage daily transaction duties including distribution processing, Required Minimum Distributions (RMDs), and force-out determinations.
• Prepare and distribute census files, annual notices, and contribution reconciliations.
• Confirm payments and assist with accurate record maintenance for participant transactions.
• Contribute to data entry tasks for new plan setups and support miscellaneous operational projects.
• Coordinate mailings and documentation delivery with accuracy and timeliness.
• Collaborate closely with internal teams to ensure smooth plan onboarding and ongoing administration.

Requirements

• Bachelor’s degree required; relevant training provided.
• Excellent verbal and written communication skills, particularly via email.
• Strong organizational abilities and a proactive, detail-oriented mindset.
• Ability to multitask effectively and adapt in a fast-paced, team-based environment.
• Demonstrated interest in lifelong learning and professional growth.
• Prior office or customer service experience is a plus but not mandatory.

Benefits

• Competitive base salary of $42,000 – $52,000, with overtime eligibility.
• Hybrid work model available following a probationary period.
• 40-hour work week with flexible start times between 7:30 am and 8:30 am.
• Medical, dental, disability, and life insurance coverage.
• Paid time off and holidays.
• 401(k) with employer match.
• All necessary computer equipment provided.
• Must be authorized to work in the U.S.; visa sponsorship not available.

Jobgether is a Talent Matching Platform that partners with companies worldwide to efficiently connect top talent with the right opportunities through AI-driven job matching.

When you apply, your profile goes through our AI-powered screening process designed to identify top talent efficiently and fairly.

🔍 Our AI evaluates your CV and LinkedIn profile thoroughly, analyzing your skills, experience, and achievements.
📊 It compares your profile to the job’s core requirements and past success factors to determine your match score.
🎯 Based on this analysis, we automatically shortlist the 3 candidates with the highest match to the role.
🧠 When necessary, our human team may perform an additional manual review to ensure no strong profile is missed.

The process is transparent, skills-based, and free of bias — focusing solely on your fit for the role.
Once the shortlist is completed, we share it directly with the company that owns the job opening. The final decision and next steps (such as interviews or additional assessments) are then made by their internal hiring team.

Thank you for your interest!

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