Retirement Plan Administration Support Specialist

We are excited to speak to you about this opportunity. If you are interested in joining our growing team please apply to this link directly.

Who we are

At Aquila we invest in category-defining B2B/B2G software companies globally acting as a thought-partner striving for the success of our companies in the long term. We are a well-managed profitable company that operates like a startup with the financial backing of a parent company. For our people this means limitless possibilities.

We are unapologetically unique pivoting to respond to the needs of the multiple markets we operate in. We have ambitious goals and we are looking for genuine contributors with integrity energy flexibility and loyalty. We are investing in building future leaders who can take an idea and make things happen.

About CalcAir

CalcAir a Gemini Group company within Aquila provides retirement plan administration software to third-party administrators and benefits professionals across the United States. With more than 50 years of industry experience we help our customers manage complex retirement plans navigate changing regulations and deliver accurate efficient administration services.

Who we need

Reporting to the Director of Customer Experience we are hiring a Retirement Plan Administration Support Specialist. You will apply your knowledge of retirement plan administration to help customers resolve complex questions related to plan calculations software functionality and regulatory requirements. You will work closely with our development team to investigate issues identify opportunities for improvement and test software changes helping ensure our solutions deliver accurate results and meet the needs of the retirement plan professionals who rely on them.

This is a fully remote role based anywhere in the United States. You will work an eight-hour shift within our customer support hours of 8:00 a.m. to 5:30 p.m. Central Time.

Whats in it for you

A new direction for your career. You will have the opportunity to bring your retirement plan administration expertise into a software company that serves the industry you know. You will build on your knowledge in a customer-facing role developing new skills in software support troubleshooting and product functionality while helping retirement plan professionals make the most of the technology they rely on.

Broader exposure and impact. You will work with a diverse range of third-party administrators and benefits professionals across the United States gaining insight into different approaches challenges and retirement plan requirements. You will expand your industry knowledge while helping customers solve complex problems and improve how they work. Through your collaboration with the development team you will also have a voice in how our software evolves sharing feedback and helping test improvements that benefit customers across the industry.

Career growth and opportunity. You will join a team where your industry knowledge is valued and where there are opportunities to develop your career in new directions. You will gain exposure to different aspects of the software business with potential pathways into senior support product or other customer-facing roles. As part of Aquilas broader portfolio of software companies you will also have access to a wider network of businesses and potential opportunities to grow your career over time.

As our new Retirement Plan Administration Support Specialist you will

• Guide and support customers. You will respond to questions from retirement plan administrators and other industry professionals through phone email and our support ticketing system. You will help customers navigate software functionality understand results and work through issues involving their day-to-day administration activities. You will provide clear explanations and follow through on questions that require further investigation.

• Solve complex administration questions. You will draw on your understanding of qualified retirement plans including calculations compliance testing contributions distributions and regulatory requirements to investigate customer questions. You will look beyond what the software displays to understand the underlying administration process research unfamiliar scenarios and determine the correct result.

• Collaborate on software improvements. You will identify and document software issues communicate bug reports and enhancement requests and work with our development team to help resolve them. You will also bring your perspective as an experienced administrator to discussions about new features and changes driven by evolving legislation.

• Test and validate changes. You will help test software fixes new functionality and regulatory updates before releasing them to customers. Using your knowledge of retirement plan rules and calculations you will evaluate whether the software produces the expected results across different administration scenarios and provide feedback when further changes are needed.

• Share knowledge with customers and colleagues. You will contribute to release notes written resources training materials and webinars that explain software functionality regulatory changes and common administration questions. You will make complex information accessible and help customers get more from the software they use.

You bring

• The retirement plan administration experience. You have hands-on experience administering U.S. qualified retirement plans and understand the processes calculations and compliance requirements involved. You know how administration tasks are performed what results to expect and how to investigate discrepancies. Your experience may come from a third-party administrator insurance company investment firm or an organization that manages retirement plans internally.

• The industry knowledge. You have a strong understanding of qualified retirement plans including compliance testing contributions distributions and plan documentation. You are familiar with ERISA and regulatory developments such as SECURE 2.0. You bring knowledge of defined contribution plans and experience with defined benefit or cash balance plans is an asset. You know where to find reliable information when regulations change or unfamiliar questions arise.

• The software experience. You have used retirement plan administration software in your work and understand how it supports calculations compliance and day-to-day administration. You may have experience with CalcAir DATAIRRelius ASC FT Williams or similar platforms including internally developed systems. You are comfortable working with spreadsheets to review calculations and validate results.

• The analytical and problem-solving skills. You can work through complex questions investigate unexpected results and identify the source of an issue. You take a methodical approach to reviewing information testing assumptions and finding answers. You know when to involve others and can clearly explain what you have found and how to resolve it.

• The customer focus and communication skills. You can explain complex retirement plan concepts and software functionality in a way that is clear and helpful to customers with different levels of knowledge. You listen carefully ask thoughtful questions and take ownership of resolving issues keeping customers informed along the way. You are comfortable working independently and collaborating with support and development colleagues to find solutions.

• The curiosity to keep learning. You are interested in technology and how software can improve retirement plan administration. You are open to learning new software contributing to product testing and exploring ways to improve customer support. Familiarity with ticketing systems such as TeamSupport is an asset as are industry designations such as QKA QPA APA or ERPA although these are not required.

Why join

CalcAir and Aquila are part of Constellation Software Inc. one of Canadas largest and most successful software companies and its most successful technology stock over the last 10 years TSE: CSU.

Our entrepreneurial culture lean environment and people come together to form a dynamic organization where purpose drives our growth. This is a place where high performance and hard work are rewarded where leaders are grown and where the best ideas win. With the autonomy to be creative and curious we collaborate and iterate to achieve real impact in the communities we support.

We spend our days asking questions and challenging the status quo manipulating our structure roles and internal operations in order to stay ahead in a competitive landscape.

If you share our growth mindset relationship-focused approach and high moral fibre you will thrive at Aquila.

Apply now.

Diversity and inclusion are not mere words on paper to us. We welcome and appreciate candidates with a range of backgrounds and experiences. If you have 70% of the qualifications we are looking for and want to play an integral role in changing an industry apply to express your interest.

What you can expect from our interview process:

• A virtual interview with a Talent Advisor to discuss your interest in joining the company and in the role. The conversation will be recorded using BrightHire an AI-powered video interview tool. More details will be shared when you are invited to interview.

• A virtual interview with the Director of Customer Experience to explore your retirement plan administration experience knowledge of regulations and calculations familiarity with industry software and approach to investigating and resolving customer questions.

• A virtual interview with a senior member of the Customer Support team to further discuss your practical experience approach to customer support and how you would contribute to software testing and continuous improvement.

• A final virtual interview with the General Manager to learn more about CalcAir discuss your interest in the opportunity and explore how your experience and career aspirations align with the direction of the business.

We promote equal employment opportunities for all. We do not discriminate on the basis of race religion color sex gender identity sexual orientation age disability national origin veteran status marital status or any other basis covered by appropriate law. All employment decisions are made based on qualifications merit and business needs. We welcome and encourage applications from people with disabilities and accommodations are available on request.

We use AI-powered tools to support aspects of our recruitment process including interview recording transcription and note-taking. These tools help our recruitment team document conversations and maintain a consistent interview process. All candidate evaluations and hiring decisions are made by people not AI.

We are excited to speak to you about this opportunity. If you are interested in joining our growing team please apply to this link directly.

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