What are the responsibilities and job description for the Team Supervisor - TPA Retirement Plan Administration position at Cetera Financial Group?
At Cetera Retirement Plan Specialists (TPA), we value continuous process improvement with the goal of making things more efficient while providing a better experience for our clients and demonstrating a mindset of owning and seeing issues through to resolution. We are always on the lookout for individuals who thrive on challenges, take initiative, and are committed to making a difference. If you possess these qualities and are eager to join a dedicated team, then we believe that you will thrive in our organization. We are currently seeking to add a Retirement Plan Consultant Supervisor to our growing team. As Team Supervisor, you will manage 4-5 team members with varied skill sets. This position will be hybrid, work from home and two days in your nearest Cetera office (Coppell, TX, Des Moines, IA, El Segundo, CA, San Diego, CA, and Saint Paul, MN.
What you will do:
- Workflow management and time accountability for team members.
- Conduct and arrange monthly 1:1 meetings with team members.
- Attend weekly management meetings with other Team Leads.
- Train new employees on systems and procedures.
- Provide mentoring/cross training for team members to support career development and growth
- First point of contact for escalation and problem solving for team members
- Perform annual reviews and assistance with goal setting for self and team members.
- Monitor 1 click emoji (Customer Service Surveys) and report positive/negative to team members.
What you will have:
- Solid understanding of plan document and interpretation of said provisions.
- Ability to prepare optimum annual ER contribution allocations/outcomes.
- Prepare and/or review IRS Forms 5330, and 5500 and all applicable schedules.
- Work closely with CPAs on audited large plan filers and other deduction matters.
- High School Diploma or GED required; bachelor’s degree strongly preferred.
- Professional designation with ASPPA and/or NIPA preferred.
- Minimum 3 years’ experience with third party plan administration.
Compensation:
The base annual salary range for this role is $90,000 to $120,000, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.
Salary : $90,000 - $120,000
