Demo

Specialized Consultant – Retirement Plan Administrator

Wolters Kluwer
Columbus, OH Full Time
POSTED ON 2/6/2025
AVAILABLE BEFORE 3/8/2025
LOCATION: Hybrid – 8 days a month in the office (see posting for office locations)

Overview

The job is to assist managed services customers in a back-office capacity with retirement plan administration duties using the ftwilliam.com software.

Essential Duties And Responsibilities

ftwilliam.com provides administrative, document, and compliance software for retirement plan service providers. You will support managed services by performing retirement plan administration using the ftwilliam.com software. This position requires you will:

  • Assist with retirement plan administration for managed services customers.
  • Work closely with management and sales during the initial sale, to help with questions on managed services.


Qualifications

Education: Two-year degree or equivalent, comparable Industry experience

Experience:

  • 2 years of retirement plan administration experience.
  • Willingness to expand industry knowledge and to earn an ASPPA or NIPA credential.
  • Proficiency in standard business software applications.
  • Analytical, problem-solving skills, and the ability to work across concurrent projects.


Preferred Experience

  • Experience with ftwilliam.com software.
  • Experience with ftwilliam.com.
  • Experience with retirement plan documents.


TRAVEL: < 5% minimal travel to office locations for occasional team meetings.

Compensation:

Target salary range CA, CT, CO, DC, HI, IL, MD, MN, NY, RI, WA: $75,750 - $104,650

Additional Information:

Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to: Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available upon request.

Salary : $75,750 - $104,650

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