Retirement Plan Administrator

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Strongpoint PartnersRetirement Services
United States, EST, PSTFull-TimeMiddle
Salary not disclosed
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Job Details

Languages
English
Experience
3-5+ years
Required Skills
Microsoft ExcelCommunication SkillsAnalytical SkillsProblem SolvingComplianceClient relationship management

Requirements

  • QKA or similar industry certification
  • Bachelors degree from an accredited college or university or equivalent
  • 3-5+ years of retirement plan experience with defined contribution plans
  • 3-5+ years of client services experience
  • Proficiency in Word, Excel, PowerPoint, Outlook, CRM software
  • Must be organized and detail-oriented
  • Exceptional approach to client service
  • Team player, collaborative
  • Strong verbal and written communication skills
  • Ability to work well under pressure with multiple priorities and deadlines
  • Excellent analytical and problem-solving skills
  • Ability to act with integrity, be proactive, seek continuous improvement, focus on professional growth, and work collaboratively

Responsibilities

  • Manage and perform A-Z administration of retirement plans
  • Serve as a guide to other plan administrators
  • Initiate and participate in process improvements
  • Complete leadership and/or project management courses
  • Provide strategic guidance and assist in defining strategic goals
  • Efficiently utilize technology
  • Attend staff meetings and trainings
  • Maintain team approach by assisting in areas appropriate for this position
  • Own stewardship of all assigned business relationships
  • Perform other duties as assigned
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