Job Description

Job Description

Job Description

The position will provide advanced administration, regulatory compliance, and customer service for our clients' 401(k) Profit Sharing and other Defined Contribution plans.

• Extensive experience in the retirement plan administration industry (8+ years preferred)
• Credentialing from industry relevant associations such as ASPPA or the IRS (QKA, QPA, CPC, ERPA, CPA, etc.)
• Four year college degree in Business Administration with a focus in Accounting, Mathematics, Finance and/or Economics
• A-Z administration for audited retirement plans, plans with complex plan designs, and plans requiring high touch service
• Proficiency with Microsoft Office and Adobe Acrobat software
• Acute attention to detail, accuracy and quality of work
• Strong math and research skills
• Creative problem solving skills
• Critical thinking skills
• Excellent written and verbal communication skills
• Strong interpersonal and customer service skills
• Ability to work independently and also collaborate as part of a team
• Effective time management, project management and organizational skills
• Ability to exercise sound judgment
• Highly motivated and results focused
• Exhibits professionalism
• Willing to learn and seek professional growth and development opportunities
• Ability to learn from training videos and written materials
• Remote experience (2+ years preferred)

We provide competitive compensation and benefits. We also provide a team oriented work environment with oversight and review of all work performed. The accuracy and quality of our work is dependent on our collective attention to detail. A detail-oriented approach to problem solving and service execution is required.

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