Associate Account Manager | Retirement Plan Administrator

Essential Functions and Primary Duties

• Provide advice and counsel on plan document design and compliance
• Provide advice and counsel on retirement plan life cycle such as IRS submissions plan amendments, restatements, and plan terminations
• Perform research, compilation, review and analysis of information to aid in decision making
• Consult with plan sponsors to resolve issues
• Perform research and resolution to assist with questions and issues
• Provide general client service and problem resolution services
• Additional responsibilities as assigned
  

Preferred Qualifications

• Bachelor's degree

Minimum Qualifications

• High School Diploma or GED
• Zero to two years of professional, retirement plan administration experience
• Possesses fundamental knowledge of industry and professional concepts, principles, practices, and procedures
• Possesses fundamental knowledge of pertinent laws, regulations, and professional standards
• Proficient 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
• Pursuing 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
• Capacity to adapt and work effectively within a variety of situations, and with various individuals or groups
• Display innovative ideas and solutions and capacity to identify and eliminate redundant work efforts and inefficient processes
• Ability to travel as necessary