Job description

#LI-JSS #LI-Hybrid Job Purpose/Objective • Coordinates and facilitates the plan implementation or transition process for new and existing TPA clients • Transitions include plan conversions from one recordkeeper to another Essential Functions and Primary Duties • Oversee new plan implementation or plan transition process on all levels • Primary contact for all on-boarding related activity • Facilitate plan design calls • Prepare recordkeeper paperwork • Update internal systems • Communicate with Plan Sponsors, Financial Advisors and other TPA firms • Provide general client service and problem resolution services • Additional responsibilities as assigned Preferred Qualifications • Pursuing Qualified Pension Administrator (QPA), Qualified 401(k) Administrator (QKA) • Pension Administrator, Qualified 401K Administrator (QKA) Minimum Qualifications • High School Diploma or GED required • At least three years of professional, retirement plan industry experience • Possesses comprehensive knowledge of industry and professional concepts, principles, practices, and procedures • Possesses comprehensive knowledge of pertinent laws, regulations, and professional standards • Proficient use of applicable technology • Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype) • Experience performing work that requires initiative and leadership skills • Pursuing Qualified Pension Administrator (QPA), Qualified 401(K) Administrator (QKA) • Ability to anticipate and elicit customer needs • Ability to self-learn and develop business and technical knowledge quickly • Motivated team player with demonstrated interpersonal skills • Comfortable working with quick turnaround times and deadlines • Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization

Requirements

Must-haves

#LI-JSS #LI-Hybrid
Job Purpose/Objective
Coordinates and facilitates the plan implementation or transition process for new and existing TPA clients
Transitions include plan conversions from one recordkeeper to another
Essential Functions and Primary Duties
Oversee new plan implementation or plan transition process on all levels
Primary contact for all on-boarding related activity
Facilitate plan design calls
Prepare recordkeeper paperwork
Update internal systems
Communicate with Plan Sponsors, Financial Advisors and other TPA firms
Provide general client service and problem resolution services
Additional responsibilities as assigned
High School Diploma or GED required
At least three years of professional, retirement plan industry experience
Possesses comprehensive knowledge of industry and professional concepts, principles, practices, and procedures
Possesses comprehensive knowledge of pertinent laws, regulations, and professional standards
Proficient use of applicable technology
Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
Experience performing work that requires initiative and leadership skills
Ability to anticipate and elicit customer needs
Ability to self-learn and develop business and technical knowledge quickly
Motivated team player with demonstrated interpersonal skills
Comfortable working with quick turnaround times and deadlines

Nice-to-haves

None flagged.

Application prep

Use the role’s language and application details while tailoring your materials.

Platform: oracle-cloud
Effort: medium

Benefits

Benefits detected in the listing.

401k

401(K)