We're looking for a detail-oriented, client-focused TPA Administration Assistant to support the administration of qualified retirement plans while delivering an exceptional client experience.
This position is ideal for someone who enjoys analytical work, thrives in a deadline-driven environment, and wants to build a career in retirement plan administration and compliance. You'll work alongside experienced retirement plan professionals while gaining valuable knowledge of IRS requirements, and 401(k) plan administration.
ESSENTIAL JOB DUTIES & RESPONSIBILITIES
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Ensure client database is updated
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Basic client communication and inquiries (general plan operations, eligibility enrollment)
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Documents all plan transactions during the year (loans, distributions, rollovers)
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Recognize and escalate advanced plan issues (corrections, control group, RMD)
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Perform annual review process for small pipeline of first year clients:
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Request and review all data, inquire about changes or potential issues from data provided
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Prepare plan financials and 5500 with all schedules
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Determine eligible employees based on census and plan document eligibility parameters
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Prepare and send work product
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Invite clients to sign 5500 and follow up as needed
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Organize client files on server as needed
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Other Projects as Needed
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Communicate additional billing for services outside of what is included in the annual fee
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Assist Plan Admin Level I and II employees as needed
REQUIREMENTS
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High school diploma or equivalent
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3+ years of experience in the financial services industry
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Strong data entry and typing skills
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Intermediate to advanced Microsoft Excel skills
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Proficiency with Microsoft Office Suite
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Strong analytical, mathematical, and problem-solving abilities
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Excellent organizational skills and attention to detail
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Ability to manage multiple priorities while meeting deadlines
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Excellent customer service and communication skills
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Positive attitude with a collaborative, team-oriented approach
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Ability to work additional hours during peak processing periods
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CRM experience (Salesforce preferred)
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Retirement Plan industry experience a plus
CORE COMPETENCIES
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Trust & Accountability
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Client-Centered Excellence
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Collaboration & Teamwork
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Communication Excellence
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Strategic Thinking & Problem Solving
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Adaptability & Learning Agility
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Organizational Skills
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Technical Expertise
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Time Management
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Attention to Detail
