#LI-JSS #LI-Hybrid 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 required At least three years of professional, retirement plan administration experience Possesses comprehensive knowledge of industry and professional concepts, principles, practices, and procedures Possesses comprehensive 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
V105- Estate Planning and Trust Administration Legal Assistant
Flywheel
Director Gift Planning Administration
Williammary
Retirement Plan Administration Consultant
Ebhu
Remote Contract-based Florida Estate Planning and Probate Administration Paralegal Opportunity - 5+Hours/Week
Thefreelancefirm
Retirement Plan Administration Consultant
Transition Finance Strategies LLC
Remote Contract-based Florida Estate Planning and Trust Administration Paralegal Opportunity - 5+Hours/Week
Thefreelancefirm