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529 Jobs (NOW HIRING)

MD ยท On-site

$26.71/hr

Introduction Maryland 529 consists of two\r\nactive savings programs, the Maryland Senator Edward J. Kasemeyer College\r\nInvestment Plan and the Maryland ABLE Program. The Maryland Senator Edward J ...

MD ยท On-site

$26.71/hr

Introduction Maryland 529 consists of two\r\nactive savings programs, the Maryland Senator Edward J. Kasemeyer College\r\nInvestment Plan and the Maryland ABLE Program. The Maryland Senator Edward J ...

MD ยท On-site

$26.71/hr

Introduction Maryland 529 consists of two\r\nactive savings programs, the Maryland Senator Edward J. Kasemeyer College\r\nInvestment Plan and the Maryland ABLE Program. The Maryland Senator Edward J ...

MD ยท On-site

$26.71/hr

All programs under Maryland 529 are overseen by the Maryland\r\nState Treasurer's Office.\r\n GRADE 13 \r\n LOCATION OF POSITION Baltimore, MD.\r\n Main Purpose of Job The Maryland State Treasurer ...

529 Shareholder Services Specialist II

Denver, CO ยท On-site

$84K - $85K/yr

SUMMARY The 529 Plan Services Specialist II is responsible for providing various transfer agency functions and maintaining accurate records for 529 Plan clients. This position will require in-depth ...

Service Clerk - 529 Lawndale 529 - Lawndale Extra Starting Rate $18.50 per hour Do you? * Provide excellent Customer Service? * Love your Community? * Love Food? Join our Smart & Final store ...

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529 information

What are the key skills and qualifications needed to thrive as a 529 plan administrator?

To thrive as a 529 plan administrator, you need expertise in financial management, compliance, and knowledge of education savings plans, typically backed by a degree in finance or business. Familiarity with investment management software, regulatory reporting systems, and relevant certifications like Series 6 or 63 is often required. Strong attention to detail, communication, and organizational skills help ensure accurate account management and effective client service. These abilities are essential for maintaining regulatory compliance, supporting families' education savings goals, and ensuring trust in plan operations.

What is a 529 plan administrator?

529 plan administrators are professionals or organizations responsible for managing and overseeing 529 college savings plans. These plans are tax-advantaged investment accounts designed to help families save for education expenses. Administrators ensure that the plan complies with federal and state laws, manage the investment options, and handle account maintenance. They may work for state governments, financial institutions, or private companies that sponsor these plans.

What is the difference between 529 vs Bookkeeper?

Aspect529Bookkeeper
Required credentialsTypically no formal credentials required, but knowledge of finance or accounting helpsOften requires bookkeeping certifications or experience
Work environmentFinancial institutions, investment firms, or educational settingsSmall to medium businesses, accounting firms, or organizations
Industry usageFinance, education, and investment sectorsBusiness, finance, and accounting sectors

While a 529 plan is a tax-advantaged savings plan for education expenses, a bookkeeper manages financial records for organizations. Both roles involve financial knowledge, but they serve different functions and industries. Understanding these differences helps clarify career paths and job expectations.

What are some common challenges faced by 529 plan administrators, and how can they be addressed?

Professionals managing 529 plan administration often encounter challenges such as keeping up with evolving federal and state regulations, ensuring accurate recordkeeping, and effectively communicating complex plan details to participants. Staying current with compliance requirements and investing in ongoing professional development can help mitigate regulatory risks. Collaboration with finance, legal, and customer service teams is essential for maintaining operational efficiency and delivering a positive experience for account holders.
More about 529 jobs
What cities are hiring for 529 jobs? Cities with the most 529 job openings:
What states have the most 529 jobs? States with the most job openings for 529 jobs include:

$26.71/hr

Part-time

Posted 19 days ago


Job description

Introduction

Maryland 529 consists of two\r\nactive savings programs, the Maryland Senator Edward J. Kasemeyer College\r\nInvestment Plan and the Maryland ABLE Program. The Maryland Senator Edward J.\r\nKasemeyer College Investment Plan is designed to help individuals and families\r\nsave for college in a tax-advantaged account. The Maryland College Investment\r\nPlan (MCIP) offers a variety of investment options to suit account holder's\r\nfuture education goals. Maryland ABLE (MD ABLE) provides people with\r\ndisabilities a method to save and invest without jeopardizing means tested\r\nbenefits and is responsible for educating people with disabilities, their\r\nfamilies, and other stakeholders in the disability community about the\r\neligibility criteria, enrollment, and account management process for Maryland\r\nABLE accounts. All programs under Maryland 529 are overseen by the Maryland\r\nState Treasurer's Office.\r\n

GRADE

13 \r\n

LOCATION OF POSITION

Baltimore, MD.\r\n

Main Purpose of Job

This position will serve as the ambassador for MD 529 to market the MCIP investment savings program. This position will conduct public relations activities for Maryland 529 such participation at assigned conferences, expos, and community fairs; and will provide clear and concise presentations for school systems, and service provider agencies. This position will distribute informational or promotional MD 529 materials in accordance with the MD 529 program.\r\n\r\n\r\nThis position serves as an ambassador to promote MD 529 programs throughout Maryland including the following counties: Baltimore, Baltimore County, Cecil, Howard, Harford, Anne Arundel, and Carroll County. There may be events that require travel to eastern and western Maryland.\r\n\r\n\r\nThis is a contractual, part-time position limited to 200 hours per year within the State Treasurer's Office. The incumbent will receive the schedule for conferences, and outreach activities in advance. Hours will vary depending on the set activities per month.\r\n\r\n\r\n

MINIMUM QUALIFICATIONS

Experience: Six years of experience in public information, public relations, journalism or other related experience in publicity or promotional work.\r\nNotes:\r\n1. Candidates may substitute the possession of a Bachelor's degree from an accredited college or university with at least 30 semester credit hours in one or more of the following subjects: English, journalism, public relations, writing or other similar and related areas of study and two years of experience in public information, public relations, journalism or other related experience in publicity or promotional work for the required experience.\r\n2. Candidates may substitute U.S. Armed Forces militaryservice experience as a commissioned officer in public affairs specialist classification or public affairs specialty codes in the information and arts field of work on a year-for-year basis for the required experience.\r\n

DESIRED OR PREFERRED QUALIFICATIONS

\r\n Experience\r\n presenting in both large and small groups.\r\n Experience\r\n as an ambassador for a program, company, or product. \r\n\r\n

LICENSES, REGISTRATIONS AND CERTIFICATIONS

NOT APPLICABLE. \r\n

SPECIAL REQUIREMENTS

Candidates will be subject to a background\r\ninvestigation to include driving, credit, and criminal history. Employees in\r\nthis classification may be assigned duties which require travel to off-site\r\nlocations to attend promotional events. Employees assigned such duties\r\nwill be required to make travel arrangements to attend the off-site events in\r\nthe central Maryland area with equipment to set up at the promotional event.\r\n

EXAMINATION PROCESS

The examination may consist of a rating of your\r\neducation, training, and experience related to the requirements of the\r\nposition. You may be required to\r\ncomplete a qualifications supplement, or the rating may be based on your\r\napplication. Therefore, it is important that you provide complete\r\nand accurate information on your application. Report\r\nall experience and education that is related to this position.\r\n

FURTHER INSTRUCTIONS

Job opportunities within the\r\nMaryland State Treasurer's Office are accessible through JobAps, the Statewide\r\nRecruitment, Examination and Applicant tracking system. Go to https://jobapscloud.com/MD/ to apply.\r\nPlease upload a current copy of your resume with your application.\r\nElectronic application is\r\nstrongly preferred; however, if you are unable to submit an application, you\r\nmay send a copy of your resume by email to hr@treasurer.state.md.us or fax to\r\n410-260-4090.\r\nAny questions regarding this\r\nrecruitment or the recruitment process may be directed to the State Treasurer's\r\nOffice, Personnel Office, at 410-260-7093.\r\nAs an equal\r\nopportunity employer, Maryland is committed to recruiting, retaining and\r\npromoting employees who are reflective of the State's diversity.\r\n\r\n

Employment Type: Part-Time