What are the responsibilities and job description for the Retirement Plan Administrator (Remote) position at The Workplace Advisors?
Job Description
Job Description
This is a remote position.
Company : Established in 1995, Benefits Administrators has earned the loyalty and trust of hundreds of businesses, associations, and boards and their financial advisors. With over 900 clients, including retirement plans of one participant to as many as 14,000 participants, Benefits Administrators is a trusted partner for investment managers, brokerage firms, trust companies, and banks. Every client relationship is a partnership in which we work together for mutual success. The personal assistance clients receive comes from years of advanced training, technical experience, and financial acumen. If you are a high-energy, self-driven individual looking for a career home in a dynamic, fast-moving organization; we should talk!
Job Description : Benefits Administrators is seeking an experienced Retirement Plan Coordinator. The successful candidate will be responsible for maintaining solid customer relationships and performing all day-to-day work required for retirement plan administration. The ideal candidate will have pension / retirement plan administration experience, strong attention to detail, and superior customer service skills. The candidate must also have excellent organizational, communication, and problem-solving skills.
The position offers a competitive compensation and benefits plan.
Responsibilities : The candidate must :
Manage all aspects of client administration for 75-80 assigned accounts
Answer client calls and correspondence regarding retirement plan administration
Complete annual trust accounting and plan valuations including Form 5500 and all required schedules
Perform top heavy, 401(k), 401(m), 410(b), and 415 tests
Calculate employer contributions, determine participant eligibility and allocate earnings and contributions, and review all plan distributions
Resolve any plan, transaction, and / or distribution issues by clarifying, determining the root cause, selecting and explaining the best solution, and expediting correction or adjustment; following up to ensure resolution
Display a positive, helpful attitude to help create a friendly environment for clients and co-workers
Ensure the growth of the business and be committed to the company’s success
Requirements
Requirements : The candidate should :
Have 2 or more years of retirement plan administration experience
Hold a Bachelor’s Degree or comparable professional work experience
Possess strong financial acumen and the ability to put accounting principles into practice
Demonstrate strong customer focus and an excellent phone manner
Have the ability to solve complex problems without direct supervision
Have strong attention to detail, organization, multi-tasking, and follow-up skills
Demonstrate superior interpersonal, written, and verbal communication skills
Thrive in a team environment and be a positive team player
Have technology and computer proficiency in Microsoft Office and Relius software
ASPPA or NIPA designation strongly preferred
Please, no calls to Benefits Administrators.
