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The position will provide advanced administration, regulatory compliance, and customer service for clients' 401(k) Profit Sharing and other Defined Contribution plans. A-Z administration for audited retirement plans and plans requiring high touch service is expected.

The position will provide advanced administration, regulatory compliance, and customer service for our clients' 401(k) Profit Sharing and other Defined Contribution plans.

Qualifications/Requirements:

  • Extensive experience in the retirement plan administration industry (8+ years preferred)
  • Credentialing from industry relevant associations such as ASPPA or the IRS (QKA, QPA, CPC, ERPA, CPA, etc.)
  • Four year college degree in Business Administration with a focus in Accounting, Mathematics, Finance and/or Economics
  • A-Z administration for audited retirement plans, plans with complex plan designs, and plans requiring high touch service
  • Proficiency with Microsoft Office and Adobe Acrobat software
  • Acute attention to detail, accuracy and quality of work
  • Strong math and research skills
  • Creative problem solving skills
  • Critical thinking skills
  • Excellent written and verbal communication skills
  • Strong interpersonal and customer service skills
  • Ability to work independently and also collaborate as part of a team
  • Effective time management, project management and organizational skills
  • Ability to exercise sound judgment
  • Highly motivated and results focused
  • Exhibits professionalism
  • Willing to learn and seek professional growth and development opportunities
  • Ability to learn from training videos and written materials
  • Remote experience (2+ years preferred)

We provide competitive compensation and benefits. We also provide a team oriented work environment with oversight and review of all work performed. The accuracy and quality of our work is dependent on our collective attention to detail. A detail-oriented approach to problem solving and service execution is required.

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