PRIMARY RESPONSIBILITIES INCLUDE:

• Retirement plan administration, including:
  • Trust accounting
  • Eligibility and vesting calculations
  • Preparation of valuation reports and participant statements
  • Contribution calculations
  • Distribution processing and loan administration
• Preparing government filings including Form 5500 Series, Form 8955-SSA, and Form 5330
• Performing all compliance and discrimination testing
• Managing a client caseload
• Building and maintaining client relationships aimed at client retention by understanding the client’s organization, procedures, internal policies, and overall business needs
• Providing solutions to client issues and questions
• Coordinating and directing client activities with other team members
• Preparing proposals for new client work and/or new work for existing clients

QUALIFICATIONS INCLUDE:

• Preferred: QPA, QKA, or CPC with three to five years of experience. We will also consider someone that has passed one or more of the ASPPA exams
• Bachelor’s degree preferred
• Excellent oral and written communication skills
• Excellent command of the English language
• Ability to work on several projects concurrently
• Exceptional attention to detail
• Exceptional customer relations skills
• Ability to work in a team environment
• Experience using software to analyze and solve problems
• Ability to work in a paperless environment
• Strong computer skills using MS Office and retirement plan specific software
• Professionalism