Job Description

Retirement Plan Account Administrator, Command Center

The Retirement Solution's Group is seeking an experienced account administrator to join our rapidly growing Relationship Management Team. In this role, you will be the primary contact on an assigned "book of business" of small asset, complex and sensitive plan sponsors and brokers. Account administrators are the liaison between the plan sponsors and various internal groups.

Why You Will Love It Here!

• Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans
• Your Future: 401k Matching Program, Professional Development Reimbursement
• Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
• Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
• Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees
• Training: Hands-On, Team-Customized, including SS&C University
• Extra Perks: Discounts on fitness clubs, travel and more!

What You Will Get To Do:

• Serves as the primary contact and resource for plan sponsors, Third Party Administrators, broker/dealers, and other financial intermediaries regarding all retirement plan account administration aspects.
• Coordinates various administrative tasks, fulfills requests from internal and external contacts, and researches and resolves plan issues as they arise.
• Promotes customer satisfaction through effective service delivery and demonstrates a complete understanding of the plan sponsor and their plan, including the administration of the plan as well as the client's sensitivities, needs, and objectives concerning the plan.
• Intermediate professional working on projects of moderate scope or varied tasks requiring resourcefulness, self-initiative, and significant independent judgment
• Demonstrates a developing functional knowledge to evaluate the implications of issues and make solutions recommendations. Guides less experienced team members.
• Develop and recommend improvements to workflows and procedures to increase efficiency and client satisfaction.
• Assist in the collection, review and preparation of client information used for compliance testing and filings.
• Communicate with Compliance Testing and Reporting specialists regarding testing and 5500 results or issues and is responsible for final review of each plan sponsor's compliance package.
• Promote customer satisfaction through proactive and effective service delivery and ensure prompt and effective response to all plan sponsor inquiries.

What You Will Bring:

• Bachelor's degree or a Master's degree with work-related experience
• 3-5 years of defined contribution plan administration/management experience, with a strong background in customer service/relationship management required.
• Advanced knowledge of Microsoft Office Applications; specifically Excel and PowerPoint.
• Advanced knowledge of Employee Retirement Income Security Act (ERISA), Department of Labor (DOL), and Internal Revenue Service (IRS) regulatory issues highly desired.
• Strong understanding of TPA, Plan Sponsor, broker, and participant roles and responsibilities in qualified plans, as well as understanding of testing and plan documents.
• Possess a strong understanding of governmental plans (ex. 403(b) and 457 plans)
• Able to work hybrid in local office 6 days per month.

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