Senior Account Manager | Retirement Plan Administrator

Job Title

Be the First to Apply

Job Description

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