2

Entry Level Fiduciary Jobs (NOW HIRING)

Tax Accountant - Entry Level We are a growing CPA/Entertainment Business Management firm with an ... fiduciary, etc.) Other responsibilities include assisting the Senior Manager and Partner with tax ...

... the entry-level and first time move-up markets. The Company also provides mortgage financing and ... Has the fiduciary responsibility of enforcing the operating procedures and policies established by ...

... the entry-level and first time move-up markets. The Company also provides mortgage financing and ... Has the fiduciary responsibility of enforcing the operating procedures and policies established by ...

Division Controller

Charlotte, NC · On-site

$101K - $137K/yr

... the entry-level and first time move-up markets. The Company also provides mortgage financing and ... Acts as the conscience of the Division among other things, which involves fiduciary ...

Perform full cycle recruiting utilizing various recruitment methods focused on entry level and/or ... fiduciary responsibility to the organization * Partner with hiring leaders and HR stakeholders to ...

Perform full cycle recruiting utilizing various recruitment methods focused on entry level and/or ... fiduciary responsibility to the organization * Partner with hiring leaders and HR stakeholders to ...

next page

Showing results 1-20

Entry Level Fiduciary information

See salary details

$12

$16

$22

How much do entry level fiduciary jobs pay per hour?

As of Aug 5, 2026, the average hourly pay for entry level fiduciary in the United States is $16.94, according to ZipRecruiter salary data. Most workers in this role earn between $15.62 and $18.03 per hour, depending on experience, location, and employer.

What is the difference between Entry Level Fiduciary vs Financial Advisor?

AspectEntry Level FiduciaryFinancial Advisor
Required CredentialsBasic financial knowledge, possibly a FINRA Series 6 or 7Often requires Series 7, Series 66, or CFP certification
Work EnvironmentSupport roles in financial firms, assisting senior staffClient-facing, providing personalized financial advice
Employer & Industry UsageUsed in financial institutions, investment firms, and advisory companiesCommonly employed in banks, independent advisory firms, and wealth management

Entry Level Fiduciaries typically support financial teams with foundational tasks and may hold basic certifications, while Financial Advisors directly advise clients on investments and financial planning, often requiring advanced certifications. Both roles are integral in the financial industry but differ in responsibilities and client interaction.

More about Entry Level Fiduciary jobs
What cities are hiring for Entry Level Fiduciary jobs? Cities with the most Entry Level Fiduciary job openings:
What are the most commonly searched types of Fiduciary jobs? The most popular types of Fiduciary jobs are:
What states have the most Entry Level Fiduciary jobs? States with the most job openings for Entry Level Fiduciary jobs include:
Infographic showing various Entry Level Fiduciary job openings in the United States as of July 2026, with employment types broken down into 87% Full Time, 10% Part Time, 1% Temporary, and 2% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $35,227 per year, or $16.9 per hour.

401(k) New Business System Setup Specialist - Entry Level

Employee Fiduciary, LLC

Mobile, AL • On-site

Other

Retirement

Posted 21 days ago


Job description

Description

Employee Fiduciary LLC is a rapidly growing professional services firm and a recognized leader in providing low-cost 401(k) plans to small and mid-sized businesses. Featured in Money magazine, we are committed to delivering exceptional retirement plan services while helping employers and employees achieve their retirement goals.


We are currently seeking a 401(k) New Business Analyst to join our New Business team. This team is responsible for establishing new clients on Employee Fiduciary's systems and ensuring a smooth and accurate onboarding process. This is an excellent opportunity for an individual looking to build a career in the retirement plan industry. 


No prior 401(k) experience is required, making this an ideal entry-level position for a motivated candidate eager to learn and grow.


The New Business Analyst is responsible for setting up new retirement plans and related data within Employee Fiduciary's systems. This role requires strong organizational skills, attention to detail, and the ability to manage multiple priorities while maintaining a high level of accuracy and customer service.


Essential Duties and Responsibilities:

  • Learn and maintain proficiency in all software required to perform job responsibilities, including Relius Administration.
  • Establish and maintain new retirement plans within Employee Fiduciary systems, including Relius Administration, Matrix Trust Company, and CRM platforms.
  • Prepare enrollment materials, participant notices, and other onboarding documents for clients.
  • Enter employee census information and conversion data into Relius Administration.
  • Maintain organized and accurate electronic records in accordance with departmental standards.
  • Assist with special projects and additional duties as assigned.
  • Comply with all company policies, procedures, and operational standards.


Requirements

Required Skills and Qualifications

  • Advanced proficiency in Microsoft Excel and working knowledge of Microsoft Office applications.
  • Ability to quickly learn and become proficient in Relius Administration, CRM systems, and other company software.
  • Strong attention to detail and commitment to accuracy.
  • Excellent organizational and time management skills.
  • Ability to effectively manage multiple priorities and meet deadlines in a fast-paced environment.
  • Strong written and verbal communication skills.
  • Ability to work collaboratively and maintain positive working relationships with clients and coworkers.
  • Proficiency in reading, writing, and communicating in English.
  • Ability to use standard office equipment and technology.

Education and Experience

  • A bachelor's degree in Business or a related field is preferred; however, candidates with one or more years of experience in the third-party administration (TPA) and/or retirement plan recordkeeping industry will also be considered. 
  • Advanced proficiency in Microsoft Excel required.
  • Experience with Relius Administration or similar retirement plan administration software is a plus.

Why Join Employee Fiduciary?

  • Opportunity to build a long-term career in the retirement plan industry.
  • Collaborative and supportive team environment.
  • Exposure to retirement plan administration, compliance, and client onboarding processes.
  • Opportunities for professional development and growth within a rapidly expanding organization.