Top 260 Document management implementation/... Jobs in Madison, Wi

Retirement Plan Administration Assistant
WEA Member Benefits —Madison, WI
- Full-time
- Microsoft Word
- Spanish
- Microsoft Excel
- Disability insurance
- Health insurance
Quick Apply
2d
Care Integration Senior Aide
GT Independence —Stoughton, WI
- On call
- English
- Mid-level
- High school diploma or GED
- Paid time off
Quick Apply
5d
Change Management Consultant
TeamSoft IT Solutions —Madison, WI
- $65 - $75 an hour
- Contract
- 7 years
- Senior level
- Leadership
Quick Apply
7d
Community Manager [24-28 Hours Per Week]
ACC MANAGEMENT GROUP, INC. —Fitchburg, WI
- Part-time
- Clean driving record
- Microsoft Outlook
- Sales
- Paid holidays
- Disability insurance
Quick Apply
7d
Community Manager [20 Hours Per Week]
ACC MANAGEMENT GROUP, INC. —Madison, WI
- Part-time
- Clean driving record
- Microsoft Outlook
- Ability to walk for extended periods
- Paid holidays
- Disability insurance
Quick Apply
RN, Part-Time/Per Diem
Oakwood Village —Madison, WI
- Part-time
- CPR Certification
- Nursing
- Skilled nursing facility
- 403(b) matching
- Loan repayment program
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Registered Nurse (RN); Full-time AM - West Madison
Oakwood Village —Madison, WI
- Part-time
- CPR Certification
- Skilled nursing facility
- RN License
- 403(b) matching
- 403(b)
Quick Apply
Sr Maintenance Manager
JLL —Sun Prairie, WI
- From $156,000 a year
- Full-time
- Management
- SQL
- Bachelor's degree
- Health savings account
- Relocation assistance
2d
Sr Maintenance Manager
US AMR-Jones Lang LaSalle Americas, Inc. —Sun Prairie, WI
- $156,000 - $187,200 a year
- Online Application
- Background check
- 7 years
- SQL
- Paid parental leave
- Paid holidays
Quick Apply
Community Manager [20 Hours Per Week]
ACC MANAGEMENT GROUP, INC. —Stoughton, WI
- Part-time
- Clean driving record
- Microsoft Outlook
- Ability to walk for extended periods
- Paid holidays
- Disability insurance
Quick Apply
Senior Internal Auditor IT
Compeer Financial —Sun Prairie, WI
- $84,400 - $127,700 a year
- Hybrid work
- CPA
- Office
- Finance
- Wellness program
- Health savings account
Sr. Clinical Laboratory Scientist - 3rd Shift
Exact Sciences —Madison, WI
- $69,000 - $122,000 a year
- Overtime
- 3 years
- US work authorization
- Senior level
- Paid parental leave
- Health insurance
Experienced Clinical Research Associate - Full-Service
Syneos - Clinical and Corporate - Prod —Wisconsin
- $70,100 - $126,100 a year
- Full-time
- Mid-level
- Bachelor's degree
- Team management
- Employee stock purchase plan
- Health insurance
8d
RN - Acute Care (part-time nights)
Sauk Prairie Healthcare —Prairie du Sac, WI
- 12 hour shift
- Acute care
- Nursing
- RN License
- Free parking
- Disability insurance
8d
Assistant Community Manager
ACC MANAGEMENT GROUP, INC. —Madison, WI
- Weekends as needed
- Clean driving record
- Microsoft Outlook
- Ability to walk for extended periods
- Paid holidays
- Disability insurance
Quick Apply
Sr. Clinical Laboratory Scientist - Sat - Mon, 6a - 630p
Exact Sciences —Madison, WI
- $69,000 - $122,000 a year
- Overtime
- Research
- 3 years
- US work authorization
- Paid parental leave
- Health insurance
Principal, NGS Laboratory Implementation & Operations
Exact Sciences —Madison, WI
- $106,000 - $232,000 a year
- Master's degree
- High school diploma or GED
- Doctor of Philosophy
13d
Quality Systems Specialist
Tekni-Plex —Madison, WI
- $27.69 - $31.01 an hour
- Computer literacy
- Mid-level
- Ability to lift 50 pounds
- Health savings account
- AD&D insurance
Quick Apply
Senior Project Manager
Horace Mann —Madison, WI
- $89,800 - $125,500 a year
- Remote
- 8 years
- Bachelor's degree
- Children
Quick Apply
Human Resources Administrator
IRWIN A AND ROBERT D GOODMAN COMMUNITY CENTER —Madison, WI
- Full-time
- Background check
- Computer literacy
- Mid-level
- Disability insurance
- Health insurance
Quick Apply

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Retirement Plan Administration Assistant

WEA Member Benefits -
Madison, WI

Quick Apply

Job Details

Full-time
2 days ago

Benefits

Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
403(b)

Qualifications

Project team coordination
Benefits administration
Investment
Client relationship management
Record keeping
Teamwork
Microsoft Excel
Customer relationship building
Interpersonal skills
Team leadership
High school diploma or GED
Problem-solving
Leading team collaboration initiatives
Stakeholder relationship building

Full Job Description

Plan Administration Assistant

We have an exciting opportunity to join our team as a Plan Administration Assistant at WEA Member Benefits!

At WEA Member Benefits, we are dedicated to serving our members with highly rated retirement savings, financial planning, and personal insurance programs for public school employees. Our employees have a passion for our mission and vision and strive to deliver “A+ Performance” in everything we do. WEA Member Benefits was created by Wisconsin educators for Wisconsin educators over 50 years ago. Our culture, work environment, and team have made our organization a 6-time “Best Places To Work” winner (Madison Magazine) and 3-time Top Workplaces winner (Wisconsin State Journal). We focus heavily on taking care of our employees with competitive pay, generous health/dental/vision insurance coverage, paid time off, and an industry-leading 401(k) retirement savings plan.

The Plan Administration Assistant is responsible for assisting in the development and implementation of the WEA Member Benefits (Member Benefits) plan administration services to participating employers in eligible school districts through the delivery of accurate, complete program information to employers and internal staff, education of eligible participants, and other plan administration services.

ACCOUNTABILITIES

70%—TO COORDINATE AND ASSIST IN THE DELIVERY OF PLAN ADMINISTRATION SERVICES FOR RIS PROGRAMS TO PARTICIPATING SCHOOL DISTRICTS.

Collaborate with the RIS Manager, Plan Administration Specialist, and Worksite Benefit Consultants to deliver 403(b) plan administration services such as plan reviews, plan document conversions, restatements, or amendments; automatic enrollment programs; matching/vesting programs; common remitter services; and other programs to participating school districts.
Coordinate with participating school districts, internal and field staff, and recordkeeping vendor(s) to market, implement, and deliver new 403(b) program features such as plan document services, automatic enrollment/automatic contribution escalation features, matching/vesting programs, common remitter services, and other programs/features.
Collaborate with the RIS Manager and Plan Administration Specialist to develop internal and external procedures to rollout and maintain 403(b) plan program features, such as plan document services, automatic enrollment/automatic contribution escalation features, matching/vesting programs, common remitter services, and other programs/features.
Train internal staff on plan administration processes.
Train plan sponsors on plan administration processes.

25%—TO PROVIDE ONGOING EXTERNAL AND INTERNAL SUPPORT ABOUT SCHOOL DISTRICTS’ EMPLOYER-SPONSORED 403(B) PLANS, MEMBER BENEFITS’ TSA AND IRA PROGRAMS, AND CHANGES IN PLAN ADMINISTRATION REGULATORY ISSUES.

Receive and respond to general inquiries about the school districts 403(b) employer-sponsored 403(b) plans, Member Benefits’ TSA and IRA programs and services, and communicate changes in plan administration and/or regulatory issues. Coordinate plan administration services, including training of district staff and internal staff if needed, serve as the point of contact for third-party administrators and SPARK files, and coordinate all processes for common remitter and loan administration set up. The incumbent will consult with participants and employers over the phone and will serve as a backup for RIS program specialists, as well as provide support for conventions, conferences, and seminars.
Analyze internal processes and procedures and develop creative solutions to problems consistent with Member Benefits’ mission and goals, practice and intent, and regulatory requirements.
Chair and facilitate meetings where appropriate and distribute minutes to all project team members.

5%—TO PARTICIPATE IN ASSIGNED ORGANIZATIONAL AND PROGRAM DEVELOPMENT PROJECTS intended to evaluate and/or improve the plan administration opportunities offered to RIS program employers and eligible participants and other duties as assigned.

REQUIRED EXPERIENCE AND KNOWLEDGE

To be considered for appointment to this position, the applicant must demonstrate the following:

High school competencies or equivalent.
Commitment to customer service and other Member Benefits values.
Experience working with employer-sponsored retirement plans.
Excellent written communication skills, including the ability to compose clear, concise, and persuasive correspondence and narrative reports that communicate messages consistent with the Member Benefits’ policies using appropriate tone, grammar, and word usage.
Excellent verbal communication skills, including the ability to communicate effectively and persuasively with individuals and groups, to listen and skillfully ask questions, and to explain difficult and technical retirement and investment issues.
Ability to identify problems, research and analyze issues from different perspectives, organize information, reach sound conclusions, and make appropriate decisions.
Ability to be composed and adaptive in a dynamic, fast-paced, customer-focused work environment characterized by rapid change, minimal lead times, and multiple competing priorities.
Results-driven.
Flexibility to work the number of hours needed to accomplish regular and ad hoc job responsibilities.
Ability to work independently and to establish, monitor, and achieve goals with minimal supervision.
Ability to develop and maintain effective, collaborative relationships with customers, stakeholders, and staff at all levels of the organization.
Ability to quickly, effectively, and continually adapt to changes in work duties, processes, and technologies.
Ability to use the online recordkeeping system and personal computer software as necessary to perform job duties.
Ability to work as a constructive leader or member of a team, including ability to collaborate.
Ability to establish project goals and lead others and/or coordinate resources to achieve them.
Ability to be a self-starter and work with limited supervision.
Excellent performance in present and prior positions.

PREFERRED QUALIFICATIONS

The following qualifications are preferred for appointment to this position:

Knowledge in one or more of the following: IRC Section 403(b) and 408(a) and the pertinent regulations; employer retirement plan compliance; the Wisconsin Retirement System; Social Security; or retirement planning concepts and techniques.
Experience utilizing either financial software programs or online recordkeeping systems Newport Group systems, AWD, Smart Desk, customer relationship management, and retirement planning software.
Knowledge of and ability to use Microsoft Word and Excel.
Designation in Retirement Plan Compliance or acquire one year after appointment.
Three to five years’ experience working in a financial industry plan administration capacity.
Bilingual (Hmong, Spanish).

WEA Member Benefits is an affirmative action and equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, genetic information, or any other protected class under local, state or federal law.

WEA Member Benefits is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request an accommodation within the application process, contact us at [email protected]. Please submit your cover letter and resume for consideration.

Job Type: Full-time

Benefits:

401(k)
Dental insurance
Disability insurance
Health insurance
Paid time off
Vision insurance

Application Question(s):

Please attach a cover letter.

Work Location: In person

Quick Apply

Refine Your Search

document management implementation/... jobs in madison, wi

Retirement Plan Administration Assistant

Care Integration Senior Aide

Change Management Consultant

Community Manager [24-28 Hours Per Week]

Community Manager [20 Hours Per Week]

RN, Part-Time/Per Diem

Registered Nurse (RN); Full-time AM - West Madison

Sr Maintenance Manager

Sr Maintenance Manager

Community Manager [20 Hours Per Week]

Senior Internal Auditor IT

Sr. Clinical Laboratory Scientist - 3rd Shift

Experienced Clinical Research Associate - Full-Service

RN - Acute Care (part-time nights)

Assistant Community Manager

Sr. Clinical Laboratory Scientist - Sat - Mon, 6a - 630p

Principal, NGS Laboratory Implementation & Operations

Quality Systems Specialist

Senior Project Manager

Human Resources Administrator

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