Retirement Plan Administrator

Responsibilities Perform or assist with all aspects of retirement plan administration, including plan design review, compliance testing, annual reporting, distributions, loans, and client service activities. Manage or support a caseload of retirement plans, with complexity and independence based on experience level. Serve as a primary or secondary point of contact for clients, advisors, and other business partners. Prepare, review, and communicate compliance testing results and required corrective actions. Research and resolve plan administration and compliance issues. Collaborate with team members to ensure timely and accurate completion of client deliverables. Participate in client meetings and consultations regarding plan operations, design, and compliance matters. Assist with process improvement initiatives and departmental projects. Utilize internal systems and technology to efficiently manage plan administration responsibilities. Attend team meetings, trainings, and professional development opportunities. Maintain a collaborative team approach by providing support where needed. Own stewardship of assigned client relationships and deliver exceptional service. Other duties as assigned. Requirements Bachelor's degree in Business, Finance, Accounting, Economics, Mathematics, Human Resources, or a related field, or equivalent combination of education and experience. Strong analytical, organizational, and problem-solving skills. Excellent verbal and written communication skills. Ability to manage multiple priorities and deadlines in a fast-paced environment. Proficiency with Microsoft Office, particularly Excel. Strong attention to detail and commitment to accuracy. Demonstrated customer service orientation and professionalism. Ability to work independently and collaboratively within a team environment. #J-18808-Ljbffr