Plan Administration Assistant

Job Description

Job Description

We're looking for a detail-oriented, client-focused TPA Administration Assistant to support the administration of qualified retirement plans while delivering an exceptional client experience.

This position is ideal for someone who enjoys analytical work, thrives in a deadline-driven environment, and wants to build a career in retirement plan administration and compliance. You'll work alongside experienced retirement plan professionals while gaining valuable knowledge of IRS requirements, and 401(k) plan administration.

ESSENTIAL JOB DUTIES & RESPONSIBILITIES

• Ensure client database is updated
• Basic client communication and inquiries (general plan operations, eligibility enrollment)
• Documents all plan transactions during the year (loans, distributions, rollovers)
• Recognize and escalate advanced plan issues (corrections, control group, RMD)
• Perform annual review process for small pipeline of first year clients:
  • Request and review all data, inquire about changes or potential issues from data provided
  • Prepare plan financials and 5500 with all schedules
  • Determine eligible employees based on census and plan document eligibility parameters
  • Prepare and send work product
  • Invite clients to sign 5500 and follow up as needed
• Organize client files on server as needed
• Other Projects as Needed
• Communicate additional billing for services outside of what is included in the annual fee
• Assist Plan Admin Level I and II employees as needed

REQUIREMENTS

• High school diploma or equivalent
• 3+ years of experience in the financial services industry
• Strong data entry and typing skills
• Intermediate to advanced Microsoft Excel skills
• Proficiency with Microsoft Office Suite
• Strong analytical, mathematical, and problem-solving abilities
• Excellent organizational skills and attention to detail
• Ability to manage multiple priorities while meeting deadlines
• Excellent customer service and communication skills
• Positive attitude with a collaborative, team-oriented approach
• Ability to work additional hours during peak processing periods
• CRM experience (Salesforce preferred)
• Retirement Plan industry experience a plus

CORE COMPETENCIES

1. Trust & Accountability
2. Client-Centered Excellence
3. Collaboration & Teamwork
4. Communication Excellence
5. Strategic Thinking & Problem Solving
6. Adaptability & Learning Agility
7. Organizational Skills
8. Technical Expertise
9. Time Management
10. Attention to Detail