Retirement Services Administrator
Position Description:
The incumbent will support the Director of Retirement Benefits and Retirement Services Specialists with all aspects of a multiple employer retirement savings plan as well as client sponsored retirement plans.
Roles & Responsibilities:
Provide administrative support to the retirement team
· Update payroll system with plan rules, employee enrollments, contribution changes, loan set ups and pay offs as provided by record keeper, plan administrator, or client
· Assist with employee requests for information
· Approve/deny loan and distribution requests
· Research and resolve client and employee issues related to enrollment, deferrals, loan payments and remittances
· Fulfill client requests for various reports, i.e. employee census, contributions, etc.
· Research discrepancy reports and process system corrections accordingly
· Assist with onboarding new clients onto 401k plans
· Attend Onboarding meetings for both prospects and clients looking to establish a 401k and/or transfer of an existing plan
· Assist retirement team with their daily activities and ad hoc project
Specific Skills Needed:
· Strong organizational skills
· Detail oriented with ability to multi-task
· Ability to manage multiple issues under minimal supervision
· Strong written and verbal communication skills and phone presence
· Excellent computer skills, including MS Office
· Intermediate Excel experience preferred
· Bilingual in Spanish/English strongly preferred
Note: This description indicates, in general terms, the type and level of work performed and responsibilities held by the team member(s). Duties described are not to be interpreted as being all-inclusive or specific to any individual team member.
No Third Party Agencies or Submissions Will Be Accepted.
Our company is committed to creating a diverse environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. DFWP
Opportunities posted here do not create any implied or express employment contract between you and our company / our clients and can be changed at our discretion and / or the discretion of our clients. Any and all information may change without notice. We reserve the right to solely determine applicant suitability. By your submission you agree to all terms herein.