Retirement Plan Administration Specialist

Retirement Plan Administration Specialist

This position will ensure that retirement plan administration responsibilities are processed efficiently, timely, and accurately in the company systems for assigned retirement plans. These responsibilities for our clients include legal retirement plan document creation/revisions, annual retirement plan testing, retirement plan calculations, and annual retirement plan tax form preparation, according to government regulations.  The Specialist must ensure accuracy and efficiency, and ability to work in multiple web-based systems that include a workflow application and other industry specific applications.  They will work closely with other team members to provide excellent services to our clients, as this position does not directly communicate with our clients.  The Specialist must maintain industry specific knowledge and adapt to ever changing retirement plan regulations and system improvements.

Requirements

• Associate’s degree in Business, Finance, Accounting, or related field.
• Demonstrated ability and willingness to take full responsibility for assigned client plans.
• Demonstrated ability to multi-task, meet deadlines, and work in a fast-paced environment to create high-quality services.
• Demonstrated ability to maintain a professional respectful service demeanor at all times and communicate professionally (both verbal and written).
• Demonstrated ability to strategically manage workload and clients requests, as well as attend to detail to ensure quality and accuracy.
• Ability to adapt to an ever-changing environment; government regulations and company/system processes and procedures.
• Exceptional attention to detail, organizational and time management skills.
• Proficient in Microsoft Excel, Word, and Outlook, navigating multiple web-based applications.
• Full time/onsite, 40 hours a week, Monday – Friday, 8 am – 5 pm.

Preferred

• Bachelor’s degree in Business, Finance, Accounting, or related field.
• Three (3) years of continuous accounting/banking experience.