Retirement Plan Administrator
Company:Strongpoint Partners
Location:United States, EST, PST
Languages:English
Seniority level:Middle, 3-5+ years
Experience:3-5+ years
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
Similar Jobs:
Combo Retirement Plan Administrator, (KGA)
Company:Strongpoint Partners
70000 - 95000 USD per year
View details
Sr. Combo Retirement Plan Administrator, (BEI)
Company:Strongpoint Partners
95000 - 120000 USD per year
View details