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Retirement Plans Testing & Reporting Associate

Job in Laredo, Webb County, Texas, 78040, USA
Listing for: Fidelity TalentSource
Full Time position Listed on 2026-11-07
Job specializations:
  • Finance & Banking
    Financial Reporting, Financial Services, Financial Analyst
Salary/Wage Range or Industry Benchmark: 30000 - 47000 USD Yearly USD 30000.00 47000.00 YEAR

Job Description & How to Apply Below

Fidelity Talent Source is recruiting a Financial Services Associate to support the Testing and Reporting Services (TRS) team in Westlake, TX. This 3-month contract role focuses on assisting retirement plan sponsors with nondiscrimination testing and Forms 5500/8955-SSA, while ensuring accuracy under tight deadlines.

The role emphasizes strong client communication by phone and proficient use of Windows Office and web-based tools, with potential extensions to longer contracts or full-time

As a Retirement Plans Testing & Reporting Associate, you will play an important part at Fidelity Talent Source in TX, United States.

Consider building your career as a Retirement Plans Testing & Reporting Associate at Fidelity Talent Source.

The Retirement Plans Testing & Reporting Associate position in the Finance field is open for applications.

We have an opening for a Retirement Plans Testing & Reporting Associate in TX, United States within Finance.

Position Requirements

10+ Years work experience
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