Senior Account Manager | Retirement Plan Administrator

Job Details

Minimum Qualifications

High School Diploma or GED
At least five years of professional, retirement plan administration, and compliance experience
Possesses advanced knowledge and understanding of industry and professional concepts, principles, practices, and procedures
Possesses expert knowledge of pertinent laws, regulations, and professional standards
Expert use of applicable technology
Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
Experience performing work that requires initiative and leadership skills
Experience in coaching and teaching others
Qualified Pension Administrator (QPA), Qualified 401(K) Administrator (QKA)
Ability to anticipate and elicit customer needs
Ability to self-learn and develop business and technical knowledge quickly
Motivated team player with demonstrated interpersonal skills
Comfortable working with quick turnaround times and deadlines
Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization
Ability to travel as necessary

Essential Functions and Primary Duties

Primary contact for a specified block of business and is responsible for the overall client satisfaction on the assigned business
Perform all required Compliance Testing and related items
Reconciles assets, prepare Form 5500 and all schedules
Preparation of necessary allocations for Employer contributions and calculations such as required minimum distributions and Qualified Domestic Relations Orders
Respond to Plan sponsors in a professional and timely manner concerning issues or questions
Promote client retention and identify opportunities to build existing relationships through timely service quality
Resolve complex situations or requests
Achieve service goals established by department

Preferred Qualifications

Bachelor’s degree in Accounting, Finance, Business, or related field
5+ years of retirement plan administration or compliance experience
Strong background in compliance testing, Form 5500 preparation, allocations, and asset reconciliation
Working knowledge of ERISA and IRS/DOL regulations related to retirement plan administration
Experience reviewing or auditing the work of others for accuracy and compliance
Familiarity with FT William software used for 5500 and compliance
Proficiency with retirement plan administration systems and Microsoft Excel
QKA, QPA ASPPA credentials, or progress toward certification