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529 Jobs (NOW HIRING)

Chedraui USA

Service Clerk - 529 Lawndale

Lawndale, CA · On-site

$18/hr

Service Clerk - 529 Lawndale 529 - Lawndale Extra Starting Rate $18.00 per hour Do you? * Provide excellent Customer Service? * Love your Community? * Love Food? Join our Smart & Final store ...

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

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 are 529 plan administrators?

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 professionals in a 529 plan administrator role, 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.
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529 jobs near you

529 Field Representative - Alabama

Union Bank & Trust Company

Birmingham, AL • On-site

Full-time

Posted 6 days ago

Job description

Position Summary: As a member of the Union Bank 529 College Savings Group, this individual will be responsible for effectively communicating the features and benefits of the Alabama CollegeCounts 529 Fund to current and prospective clients, community groups, employers, organizations, and financial professionals. They will be involved in coordinating and conducting grass roots calling activities across the state. This professional will live in Alabama and travel extensively across the state of Alabama to meet with financial professionals, community groups and exhibit at family-friendly outreach events throughout the state.
The Field Representative will distribute information about the 529 programs to financial advisors, employers, hospitals, services groups, and other decision makers. They will research and implement creative strategies to market the plans to financial professionals and potential investors.
Essential Functions:
  • Make proactive marketing calls (in-person and by phone) to financial advisors, and other professionals with current business to strengthen the relationship they have with the CollegeCounts 529.
  • Identify and call on non-producing financial advisors and firms to introduce the CollegeCounts 529 and encourage future utilization of the plan.
  • Call on existing relationships with employers, hospitals, libraries, schools, and other organizations throughout Alabama to create awareness and utilization of the CollegeCounts 529.
  • Research new "grass-roots" opportunities to pursue within Alabama.
  • Stay up-to-date on industry developments and trends.
  • Research and implement campaigns and messaging.
  • Plan, schedule appointments, and implement effective weekly travel trips throughout the state of Alabama.
  • Attend and promote CollegeCounts at various local and regional conferences and events.
  • Provide 529 Field Coordinator with regular updates on activity.
  • Actively assist with functions of the 529 College Savings Group as needed.
  • Understand and adhere to all bank policies, laws and regulations applicable to their role. Complete compliance training: follow internal processes and controls as required.
  • Report all compliance issues, violations of law or regulations in accordance with the steps defined in bank policies.
  • Regular and reliable attendance is an essential function of this position.
  • Perform other job-related duties or special projects as assigned.

Qualifications:
  • Bachelor's degree preferred.
  • Mutual fund, investment, finance, tax and/or financial planning experience preferred.
  • Project a strong professional image with ability to positively promote the CollegeCounts 529 and service excellence philosophy.
  • Proficient in Microsoft Word, Excel and in working with other financial software.
  • Valid driver's license with good driving record.

Preferred Talents:
  • Highly motivated individual - takes initiative and task oriented
  • Detail oriented, well-organized, self-starter with high energy
  • Excellent verbal communication skills
  • Independent with a team orientation and coachable
  • Passion for client and prospect interaction

Working Environment:
Lifting and/or carrying up to 30 lbs. occasionally
Moderate exposure to outdoor elements or hazards.
This role is eligible for hybrid work from home opportunity under the work from home guidelines upon completion of onboarding.
PLEASE VIEW THE APPLICANT TERMS & CONDITIONS BEFORE PROCEEDING WITH YOUR APPLICATION.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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