Job description

#LI-JSS #LI-Hybrid Essential Functions and Primary Duties • Primary contact for a specified block of business and is responsible for the overall client satisfaction on the assigned business • Perform all required Compliance Testing and related items • Reconciles assets, prepare Form 5500 and all schedules • Preparation of necessary allocations for Employer contributions and calculations such as required minimum distributions and Qualified Domestic Relations Orders • Respond to Plan sponsors in a professional and timely manner concerning issues or questions • Promote client retention and identify opportunities to build existing relationships through timely service quality • Resolve complex situations or requests • Achieve service goals established by department • Additional responsibilities as assigned Preferred Qualifications • Bachelor’s degree in Accounting, Finance, Business, or related field • 5+ years of retirement plan administration or compliance experience • Strong background in compliance testing, Form 5500 preparation, allocations, and asset reconciliation • Working knowledge of ERISA and IRS/DOL regulations related to retirement plan administration • Experience reviewing or auditing the work of others for accuracy and compliance • Familiarity with FT William software used for 5500 and compliance • Proficiency with retirement plan administration systems and Microsoft Excel • QKA, QPA ASPPA credentials, or progress toward certification Minimum Qualifications • High School Diploma or GED • At least five years of professional, retirement plan administration, and compliance experience • Possesses advanced knowledge and understanding of industry and professional concepts, principles, practices, and procedures • Possesses expert knowledge of pertinent laws, regulations, and professional standards • Expert 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 • Experience in coaching and teaching others • 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 • Ability to travel as necessary

Requirements

Must-haves

#LI-JSS #LI-Hybrid
Essential Functions and Primary Duties
Primary contact for a specified block of business and is responsible for the overall client satisfaction on the assigned business
Perform all required Compliance Testing and related items
Reconciles assets, prepare Form 5500 and all schedules
Preparation of necessary allocations for Employer contributions and calculations such as required minimum distributions and Qualified Domestic Relations Orders
Respond to Plan sponsors in a professional and timely manner concerning issues or questions
Promote client retention and identify opportunities to build existing relationships through timely service quality
Resolve complex situations or requests
Achieve service goals established by department
Additional responsibilities as assigned
5+ years of retirement plan administration or compliance experience
High School Diploma or GED
At least five years of professional, retirement plan administration, and compliance experience
Possesses advanced knowledge and understanding of industry and professional concepts, principles, practices, and procedures
Possesses expert knowledge of pertinent laws, regulations, and professional standards
Expert use of applicable technology

Nice-to-haves

Bachelor’s degree in Accounting, Finance, Business, or related field
Strong background in compliance testing, Form 5500 preparation, allocations, and asset reconciliation
Working knowledge of ERISA and IRS/DOL regulations related to retirement plan administration
Experience reviewing or auditing the work of others for accuracy and compliance
Familiarity with FT William software used for 5500 and compliance
Proficiency with retirement plan administration systems and Microsoft Excel
QKA, QPA ASPPA credentials, or progress toward certification

Application prep

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Platform: oracle-cloud
Effort: medium

Benefits

Benefits detected in the listing.

401(K)