The position will provide advanced administration, regulatory compliance, and customer service for our clients' 401(k) Profit Sharing and other Defined Contribution plans.
Qualifications/Requirements:
- Extensive experience in the retirement plan administration industry (8+ years preferred)
- Credentialing from industry relevant associations such as ASPPA or the IRS (QKA, QPA, CPC, ERPA, CPA, etc.)
- Four year college degree in Business Administration with a focus in Accounting, Mathematics, Finance and/or Economics
- A-Z administration for audited retirement plans, plans with complex plan designs, and plans requiring high touch service
- Proficiency with Microsoft Office and Adobe Acrobat software
- Acute attention to detail, accuracy and quality of work
- Strong math and research skills
- Creative problem solving skills
- Critical thinking skills
- Excellent written and verbal communication skills
- Strong interpersonal and customer service skills
- Ability to work independently and also collaborate as part of a team
- Effective time management, project management and organizational skills
- Ability to exercise sound judgment
- Highly motivated and results focused
- Exhibits professionalism
- Willing to learn and seek professional growth and development opportunities
- Ability to learn from training videos and written materials
- Remote experience (2+ years preferred)
We provide competitive compensation and benefits. We also provide a team oriented work environment with oversight and review of all work performed. The accuracy and quality of our work is dependent on our collective attention to detail. A detail-oriented approach to problem solving and service execution is required.